We are live on ! Find out more
ADP icon

Automatic Data Processing

1,750 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 596 increasing their positions, 672 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 73

34% more call options, than puts

Call options by funds: $322M | Put options by funds: $240M

1% more funds holding

Funds holding: 1,7251,750 (+25)

5% more capital invested

Capital invested by funds: $64B → $66.9B (+$2.96B)

0.04% less ownership

Funds ownership: 79.85%79.81% (-0.04%)

6% less funds holding in top 10

Funds holding in top 10: 6763 (-4)

11% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 672

Holders
1,750
Holders Change
+25
Holders Change %
+1.45%
% of All Funds
30.46%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
1.1%
New
117
Increased
596
Reduced
672
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
826
Pegasus Asset Management
New York
$1.57M +$55.8K +287 +4%
FG
827
Fiduciary Group
Georgia
$1.56M
GA
828
Gateway Advisory
New Jersey
$1.55M
CPWA
829
Cerro Pacific Wealth Advisors
California
$1.55M +$1.52M +7,820 New
TI
830
Tidal Investments
Wisconsin
$1.54M +$1.11M +5,716 +277%
KPWS
831
Kestra Private Wealth Services
Texas
$1.54M -$66.3K -341 -4%
SWA
832
Stratos Wealth Advisors
Ohio
$1.54M +$98.5K +507 +7%
LFS
833
Legacy Financial Strategies
Kansas
$1.53M +$79.3K +408 +6%
TCOT
834
Trust Company of Toledo
Ohio
$1.52M -$25.5K -131 -2%
CIC
835
Crawford Investment Counsel
Georgia
$1.52M -$8.55K -44 -0.6%
PM
836
Penbrook Management
New York
$1.51M
IAA
837
Independent Advisor Alliance
North Carolina
$1.51M +$161K +829 +12%
HI
838
Horizon Investments
North Carolina
$1.51M +$763K +3,926 +107%
BHTS
839
Bar Harbor Trust Services
Maine
$1.49M
QI
840
QS Investors
New York
$1.48M -$4.66K -24 -0.3%
ECAM
841
East Coast Asset Management
Massachusetts
$1.48M +$35.8K +184 +3%
OMC
842
Overbrook Management Corp
New York
$1.47M -$47.2K -243 -3%
IWM
843
IHT Wealth Management
Illinois
$1.47M +$657K +3,381 +84%
CA
844
Cambridge Advisors
Nebraska
$1.47M -$38.9K -200 -3%
AP
845
Appleton Partners
Massachusetts
$1.46M -$171K -881 -11%
BS
846
Boenning & Scattergood
Pennsylvania
$1.46M -$933K -4,799 -40%
PP
847
Patten & Patten
Tennessee
$1.46M -$175K -903 -11%
LS
848
Livforsakringsbolaget Skandia
Sweden
$1.43M +$175K +900 +14%
ACM
849
Allred Capital Management
Texas
$1.42M -$26K -134 -2%
MCM
850
Maple Capital Management
Vermont
$1.42M +$8.74K +45 +0.7%

ADP Hedge Fund Activity: Q2 2021 in Review

1,750 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2021, worth a combined $66.9B — up 4.6% from $64B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ADP positions and 73 closed out — a net gain of 44 holders — while 596 added to existing stakes and 672 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $154M. The largest seller was JP Morgan Chase, cutting an estimated $280M.

  • 1,750 institutional investors held Automatic Data Processing (ADP) as of Q2 2021, up from 1,725 in Q1 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 117 funds opened new Automatic Data Processing positions in Q2 2021 and 73 closed out, a net change of +44 holders.
  • The largest Automatic Data Processing buyer in Q2 2021 was Traphagen Investment Advisors, an estimated $154M added.
  • The largest Automatic Data Processing seller in Q2 2021 was JP Morgan Chase, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2021.