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Automatic Data Processing

1,564 hedge funds and large institutions have $48.4B invested in Automatic Data Processing in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 519 increasing their positions, 644 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 80.64%80.81% (+0.16%)

5% less call options, than puts

Call options by funds: $210M | Put options by funds: $221M

10% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 115

2% less funds holding

Funds holding: 1,5941,564 (-30)

6% less capital invested

Capital invested by funds: $51.6B → $48.4B (-$3.15B)

19% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 644

36% less funds holding in top 10

Funds holding in top 10: 5837 (-21)

Holders
1,564
Holders Change
-30
Holders Change %
-1.88%
% of All Funds
31.56%
Holding in Top 10
37
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-36.21%
% of All Funds
0.75%
New
104
Increased
519
Reduced
644
Closed
115
Calls
$210M
Puts
$221M
Net Calls
-$11.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
601
J.W. Cole Advisors
Florida
$2.42M +$679K +4,842 +39%
CIS
602
Connors Investor Services
Pennsylvania
$2.41M -$91.1K -650 -4%
EH
603
Equitable Holdings
New York
$2.39M -$91.4K -652 -4%
HT
604
HAP Trading
New York
$2.35M +$462K +3,298 +24%
BOH
605
Bank of Hawaii
Hawaii
$2.35M -$548K -3,912 -19%
CWA
606
Carolina Wealth Advisors
South Carolina
$2.34M -$13K -93 -0.6%
LJHT
607
Laurie J. Hall Trustee
$2.34M +$2.35M +16,785 New
USAA
608
United Services Automobile Association
Texas
$2.31M +$2.32M +16,585 New
GT
609
Glenview Trust
Kentucky
$2.31M -$6.87K -49 -0.3%
BFO
610
Biltmore Family Office
North Carolina
$2.31M
LNB
611
Ledyard National Bank
$2.3M -$9.39K -67 -0.4%
GF
612
Gabelli Funds
New York
$2.3M -$210K -1,500 -8%
TRCT
613
Tower Research Capital (TRC)
New York
$2.3M +$1.13M +8,046 +95%
MWM
614
Mattern Wealth Management
Kansas
$2.29M +$34.3K +245 +2%
B
615
Barings
North Carolina
$2.29M +$537K +3,835 +30%
NG
616
Northstar Group
New York
$2.29M -$18.5K -132 -0.8%
BIM
617
Bridges Investment Management
Nebraska
$2.27M +$515K +3,672 +29%
WPP
618
Whalerock Point Partners
Rhode Island
$2.25M -$2.51M -17,908 -89%
BWM
619
BerganKDV Wealth Management
Minnesota
$2.25M +$2.24M +15,979 +10,309%
TFA
620
Toth Financial Advisory
Virginia
$2.25M -$174K -1,242 -7%
WTC
621
WhitTier Trust Company
Nevada
$2.25M -$132K -944 -6%
BP
622
Ballentine Partners
Massachusetts
$2.25M +$11.6K +83 +0.5%
WEC
623
Winslow Evans & Crocker
Massachusetts
$2.24M +$92.1K +657 +4%
AWM
624
Avior Wealth Management
Nebraska
$2.23M +$339K +2,416 +18%
FANJ
625
Financial Architects (New Jersey)
New Jersey
$2.23M -$5.61K -40 -0.2%

ADP Hedge Fund Activity: Q3 2020 in Review

1,564 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2020, worth a combined $48.4B — down 6.1% from $51.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of ADP and 104 opened new positions — a net loss of 11 holders — while 644 trimmed existing stakes and 519 added.

The largest buyer was Harris Associates, adding an estimated $287M. The largest seller was Polen Capital Management, cutting an estimated $795M.

  • 1,564 institutional investors held Automatic Data Processing (ADP) as of Q3 2020, down from 1,594 in Q2 2020.
  • Funds reported $48.4B of Automatic Data Processing stock for Q3 2020, down 6.1% quarter-over-quarter.
  • 104 funds opened new Automatic Data Processing positions in Q3 2020 and 115 closed out, a net change of -11 holders.
  • The largest Automatic Data Processing buyer in Q3 2020 was Harris Associates, an estimated $287M added.
  • The largest Automatic Data Processing seller in Q3 2020 was Polen Capital Management, an estimated $795M sold.

Based on aggregated 13F filings for Q3 2020.