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Automatic Data Processing
ADP

1,062 hedge funds and large institutions have $29.6B invested in Automatic Data Processing in 2013 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 313 increasing their positions, 441 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 50

19% more funds holding in top 10

Funds holding in top 10: 54 → 64 (+10)

12% more capital invested

Capital invested by funds: $26.5B → $29.6B (+$3.07B)

5% more funds holding

Funds holding: 1,009 → 1,062 (+53)

9% more call options, than puts

Call options by funds: $115M | Put options by funds: $106M

0.08% less ownership

Funds ownership: 65.41% → 65.34% (-0.08%)

29% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 441

Holders
1,062
Holders Change
+53
Holders Change %
+5.25%
% of All Funds
30.83%
Holding in Top 10
64
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.52%
% of All Funds
1.86%
New
116
Increased
313
Reduced
441
Closed
50
Calls
$115M
Puts
$106M
Net Calls
+$9.75M
Net Calls Change
-$3.46M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$281M
2
AIG
American International Group
New York
+$257M
3
JHIU
Janus Henderson Investors US
Colorado
+$142M
4
CS
Credit Suisse
Switzerland
+$50.9M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$48.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$375M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$82.5M
3
MAA
Managed Account Advisors
New Jersey
-$75.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$56.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$56.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
676
Compton Capital Management
Rhode Island
$930K – – –
NAM
677
NTV Asset Management
West Virginia
$918K – – –
RFS
678
Rockefeller Financial Services
New York
$913K -$570K -8,468 -40%
Thrivent Financial for Lutherans
679
Thrivent Financial for Lutherans
Minnesota
$913K – – –
LRPA
680
L. Roy Papp & Associates
Arizona
$909K – – –
LTFS
681
Ladenburg Thalmann Financial Services
Florida
$906K -$72.9K -1,084 -8%
PWM
682
Perigon Wealth Management
California
$904K +$858K +12,757 New
HCA
683
Horan Capital Advisors
Ohio
$892K +$14.9K +222 +2%
GIM
684
Greylin Investment Management
Virginia
$890K -$32.6K -484 -4%
ECM
685
Everence Capital Management
Indiana
$890K – – –
FBT
686
First Bankers Trust
Kentucky
$889K – – –
PP
687
Patten & Patten
Tennessee
$889K +$7.67K +114 +0.9%
HIC
688
Harvey Investment Company
Kentucky
$888K – – –
AT
689
Arden Trust
Delaware
$883K -$57.3K -852 -6%
SCA
690
SAC Capital Advisors
Connecticut
$882K -$7.45M -110,782 -90%
FIM
691
Fernwood Investment Management
Massachusetts
$881K +$835K +12,415 New
SCA
692
Salient Capital Advisors
Texas
$881K +$836K +12,423 New
TT
693
Tower Trust
Indiana
$876K -$7.67K -114 -0.9%
ACI
694
Alpha Cubed Investments
California
$873K +$828K +12,307 New
AHC
695
Adell Harriman & Carpenter
Texas
$869K – – –
WFM
696
Wilmington Funds Management
Delaware
$867K – – –
GSBTD
697
Glenview State Bank Trust Department
Illinois
$867K +$822K +12,221 New
HTI
698
Hikari Tsushin Inc
Japan
$865K – – –
PFSC
699
Peoples Financial Services Corp
Pennsylvania
$865K +$820K +12,187 New
FM
700
Forward Management
California
$861K -$16.6K -247 -2%
26 27
28
29 30

ADP Hedge Fund Activity: Q4 2013 in Review

1,062 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2013, worth a combined $29.6B — up 12% from $26.5B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ADP positions and 50 closed out — a net gain of 66 holders — while 313 added to existing stakes and 441 trimmed.

The largest buyer was Bank of America, adding an estimated $281M. The largest seller was Wellington Management Group, cutting an estimated $375M.

  • 1,062 institutional investors held Automatic Data Processing (ADP) as of Q4 2013, up from 1,009 in Q3 2013.
  • Funds reported $29.6B of Automatic Data Processing stock for Q4 2013, up 12% quarter-over-quarter.
  • 116 funds opened new Automatic Data Processing positions in Q4 2013 and 50 closed out, a net change of +66 holders.
  • The largest Automatic Data Processing buyer in Q4 2013 was Bank of America, an estimated $281M added.
  • The largest Automatic Data Processing seller in Q4 2013 was Wellington Management Group, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2013.