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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
NFC
726
Northeast Financial Consultants
Connecticut
$747K +$708K +10,533 New
VNA
727
VNBTrust National Association
Virginia
$731K -$152K -2,253 -18%
WTIM
728
Wilmington Trust Investment Management
Delaware
$729K – – –
PAG
729
Private Advisor Group
New Jersey
$729K +$691K +10,274 New
BCM
730
BTR Capital Management
California
$726K -$15.3K -228 -2%
RFA
731
Reilly Financial Advisors
California
$720K +$3.83K +57 +0.6%
YIA
732
YHB Investment Advisors
Connecticut
$712K -$7.4K -110 -1%
JWM
733
Jacobus Wealth Management
Wisconsin
$711K – – –
LKIM
734
Lawson Kroeker Investment Management
Nebraska
$708K – – –
UBWV
735
United Bank (West Virginia)
West Virginia
$696K – – –
FBT
736
Founders Bank & Trust
Michigan
$694K -$27.3K -406 -4%
TTWM
737
TCV Trust & Wealth Management
Virginia
$691K -$3.83K -57 -0.6%
GCP
738
GSA Capital Partners
United Kingdom
$690K -$3.16M -47,045 -83%
Jones Financial Companies
739
Jones Financial Companies
Missouri
$686K -$10.5K -156 -2%
QBFM
740
QS Batterymarch Financial Management
New York
$679K -$23.8K -354 -4%
EIM
741
Emerson Investment Management
Massachusetts
$677K +$61.3K +911 +11%
RC
742
Roundview Capital
New Jersey
$675K -$15.3K -227 -2%
BSB
743
Bangor Savings Bank
Maine
$674K -$20.4K -303 -3%
CIC
744
Crawford Investment Counsel
Georgia
$669K -$942 -14 -0.1%
GD
745
Grandfield & Dodd
New York
$669K – – –
LIC
746
Lodestar Investment Counsel
Illinois
$666K -$27.6K -410 -4%
SCP
747
Sandhill Capital Partners
New York
$661K +$13.3K +198 +2%
MSR
748
Main Street Research
Connecticut
$658K – – –
BFC
749
Blue Fin Capital
Rhode Island
$654K +$620K +9,221 New
FMB
750
Field & Main Bank
Kentucky
$654K +$621K +9,226 New
28 29
30
31 32

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.