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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
BCP
626
Blue Chip Partners
Michigan
$2.2M -$90.5K -646 -4%
PIP
627
Peachtree Investment Partners
Florida
$2.19M -$260K -1,853 -11%
OAM
628
Oppenheimer Asset Management
New York
$2.19M -$9.2M -65,655 -81%
CCM
629
Cox Capital Management
Massachusetts
$2.19M +$643K +4,592 +41%
WSFS
630
Wilmington Savings Fund Society
Delaware
$2.18M -$43K -307 -2%
DFA
631
Delta Financial Advisors
Louisiana
$2.17M +$43.6K +311 +2%
BPC
632
Banque Pictet & Cie
Switzerland
$2.17M
PTC
633
Private Trust Company
Ohio
$2.17M +$59.6K +425 +3%
CAS
634
Cascadia Advisory Services
Oregon
$2.17M +$1.33M +9,480 +156%
IWP
635
Icon Wealth Partners
Texas
$2.17M +$1.68M +11,998 +340%
MCM
636
Mengis Capital Management
Oregon
$2.16M
TF
637
TRH Financial
Iowa
$2.12M +$400K +2,851 +23%
MPIA
638
Mountain Pacific Investment Advisers
Idaho
$2.11M -$147K -1,050 -7%
SLG
639
Stanley-Laman Group
Pennsylvania
$2.11M +$2.12M +15,101 New
Wealthfront Advisers
640
Wealthfront Advisers
California
$2.1M +$47.4K +338 +2%
LFA
641
Lighthouse Financial Advisors
Maryland
$2.1M +$70.3K +502 +3%
CA
642
Cornerstone Advisors
North Carolina
$2.09M -$3.08M -22,000 -59%
AAS
643
Avantax Advisory Services
Texas
$2.08M +$1.1M +7,831 +110%
IRF
644
IBM Retirement Fund
New York
$2.08M +$550K +3,928 +36%
HA
645
Hamel Associates
New Jersey
$2.08M +$1.61M +11,460 +335%
ONB
646
Old National Bancorp
Indiana
$2.07M -$87K -621 -4%
BDS
647
Banco de Sabadell
Florida
$2.07M +$919K +6,559 +78%
JWCA
648
J.W. Coons Advisors
Ohio
$2.07M -$179K -1,279 -8%
MCCP
649
Mission Creek Capital Partners
California
$2.06M +$1.39M +9,925 +204%
BSA
650
Bull Street Advisors
Georgia
$2.06M

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.