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Automatic Data Processing
ADP

Overview Fund Activity

1,743 hedge funds and large institutions have $66.8B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 593 increasing their positions, 669 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,743
Holders Change
+25
Holders Change %
+1.46%
% of All Funds
30.43%
Holding in Top 10
62
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.06%
% of All Funds
1.08%
New
117
Increased
593
Reduced
669
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$153M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$141M
3
Charles Schwab
Charles Schwab
California
+$110M
4
UBS AM
UBS AM
Illinois
+$108M
5
BI
BlueSpruce Investments
Illinois
+$98M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$206M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$180M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$156M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
701
Accretive Wealth Partners
New Jersey
$2.3M +$1.08M +5,457 +89%
AAM
702
Azzad Asset Management
Virginia
$2.3M -$169K -850 -7%
FTDI
703
First Trust Direct Indexing
Massachusetts
$2.3M +$1.1M +5,534 +92%
RPWA
704
Regent Peak Wealth Advisors
Georgia
$2.25M +$50.3K +240 +2%
PWP
705
Principle Wealth Partners
Connecticut
$2.25M -$90.4K -455 -4%
CAM
706
Carret Asset Management
New York
$2.25M +$199 +1 +0%
IC
707
Inscription Capital
Texas
$2.25M +$2.25M +11,330 New
RIA
708
Regal Investment Advisors
Michigan
$2.25M +$2.25M +11,323 New
SNBOSD
709
Security National Bank of So Dak
Iowa
$2.24M +$375K +1,886 +20%
WB
710
WesBanco Bank
West Virginia
$2.22M -$77.6K -391 -3%
SG
711
Stonnington Group
California
$2.21M – – –
NHC
712
Nicholas Hoffman & Company
Georgia
$2.21M +$1.19K +6 +0.1%
ANTB
713
AMG National Trust Bank
Colorado
$2.2M -$248K -1,250 -10%
KRSITF
714
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.2M -$126K -633 -5%
NFC
715
Northeast Financial Consultants
Connecticut
$2.2M – – –
GW
716
GW & Wade
Massachusetts
$2.19M -$189K -950 -8%
ADMI
717
Albert D. Mason Inc
Massachusetts
$2.19M -$44.3K -223 -2%
CCM
718
Cox Capital Management
Massachusetts
$2.19M -$985K -4,957 -31%
D.E. Shaw & Co
719
D.E. Shaw & Co
New York
$2.18M -$22M -110,562 -91%
ASN
720
Advisory Services Network
Georgia
$2.17M +$21.5K +108 +1%
CG
721
Caprock Group
Idaho
$2.16M -$167K -836 -7%
JMFC
722
J.M. Forbes & Co
Massachusetts
$2.16M +$6.94K +35 +0.3%
RWM
723
RKL Wealth Management
Pennsylvania
$2.15M -$68.1K -343 -3%
EFS
724
Essex Financial Services
Connecticut
$2.15M – – –
CS
725
Cannell & Spears
New York
$2.15M – – –
27 28
29
30 31