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Automatic Data Processing

1,749 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 624 increasing their positions, 653 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 74

0% less capital invested

Capital invested by funds: $66.9B → $66.9B (-$49M)

0% less funds holding

Funds holding: 1,7511,749 (-2)

0.41% less ownership

Funds ownership: 79.81%79.4% (-0.41%)

4% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 653

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

28% less call options, than puts

Call options by funds: $320M | Put options by funds: $443M

Holders
1,749
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
30.61%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
1.05%
New
91
Increased
624
Reduced
653
Closed
74
Calls
$320M
Puts
$443M
Net Calls
-$123M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
526
Kingsview Wealth Management
Oregon
$4.22M +$40K +194 +0.9%
IWP
527
Icon Wealth Partners
Texas
$4.2M +$42.4K +206 +1%
WPIC
528
White Pine Investment Company
Michigan
$4.19M -$30.1K -146 -0.7%
HIM
529
Harbour Investment Management
Washington
$4.15M -$63.9K -310 -1%
NMIMC
530
Northwestern Mutual Investment Management Company
Wisconsin
$4.14M +$282K +1,369 +7%
ST
531
Somerset Trust
Pennsylvania
$4.13M -$66.7K -324 -2%
RWP
532
RWA Wealth Partners
Massachusetts
$4.12M +$115K +560 +3%
BWM
533
BerganKDV Wealth Management
Minnesota
$4.1M +$116K +564 +3%
MYAM
534
Meiji Yasuda Asset Management
Japan
$4.1M -$108K -524 -2%
GDP
535
Great Diamond Partners
Maine
$4.08M +$113K +550 +3%
ST
536
Spinnaker Trust
Maine
$4.07M -$39.1K -190 -0.9%
HCM
537
Hall Capital Management
Rhode Island
$4.07M +$15K +73 +0.4%
NED
538
Nancy E. Dempze
$4.06M -$23.7K -115 -0.6%
CAS
539
Cascadia Advisory Services
Oregon
$4.06M +$415K +2,015 +11%
WAS
540
Wesleyan Assurance Society
United Kingdom
$4.04M
PA
541
Procyon Advisors
Connecticut
$4.03M -$25.1K -122 -0.6%
SC
542
SouthState Corp
Florida
$4.01M -$99.3K -482 -2%
TAF
543
Tredje AP-fonden
Sweden
$4M -$2.4M -11,647 -37%
HWAM
544
Hennion & Walsh Asset Management
New Jersey
$3.96M +$1.19M +5,792 +41%
DBRC
545
D.B. Root & Company
Pennsylvania
$3.95M -$13.4K -65 -0.3%
CAM
546
Covenant Asset Management
New Jersey
$3.95M +$34.2K +166 +0.8%
OPCM
547
Osborne Partners Capital Management
California
$3.93M -$232K -1,125 -5%
OIM
548
Opus Investment Management
Massachusetts
$3.92M
HCMT
549
Highland Capital Management (Tennessee)
Tennessee
$3.9M -$31.1K -151 -0.8%
HVM
550
Harvest Volatility Management
Connecticut
$3.9M +$1.5M +7,280 +60%

ADP Hedge Fund Activity: Q3 2021 in Review

1,749 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2021, worth a combined $66.9B — down 0.07% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ADP positions and 74 closed out — a net gain of 17 holders — while 624 added to existing stakes and 653 trimmed.

The largest buyer was UBS AM, adding an estimated $205M. The largest seller was Wellington Management Group, cutting an estimated $717M.

  • 1,749 institutional investors held Automatic Data Processing (ADP) as of Q3 2021, down from 1,751 in Q2 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q3 2021, down 0.07% quarter-over-quarter.
  • 91 funds opened new Automatic Data Processing positions in Q3 2021 and 74 closed out, a net change of +17 holders.
  • The largest Automatic Data Processing buyer in Q3 2021 was UBS AM, an estimated $205M added.
  • The largest Automatic Data Processing seller in Q3 2021 was Wellington Management Group, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2021.