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Automatic Data Processing

1,706 hedge funds and large institutions have $60B invested in Automatic Data Processing in 2020 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 549 increasing their positions, 635 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 72

78% more funds holding in top 10

Funds holding in top 10: 3766 (+29)

30% more call options, than puts

Call options by funds: $236M | Put options by funds: $182M

24% more capital invested

Capital invested by funds: $48.4B → $60B (+$11.6B)

9% more funds holding

Funds holding: 1,5641,706 (+142)

1.14% less ownership

Funds ownership: 80.81%79.66% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 635

Holders
1,706
Holders Change
+142
Holders Change %
+9.08%
% of All Funds
30.19%
Holding in Top 10
66
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+78.38%
% of All Funds
1.17%
New
233
Increased
549
Reduced
635
Closed
72
Calls
$236M
Puts
$182M
Net Calls
+$54.2M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
851
Carson Wealth (CWM LLC)
Nebraska
$1.31M
PAM
852
Pegasus Asset Management
New York
$1.31M +$14.9K +91 +1%
PP
853
Prudential plc
United Kingdom
$1.3M
MFGM
854
Marshall Financial Group (Maryland)
Maryland
$1.3M +$1.21M +7,379 New
PT
855
Plimoth Trust
Massachusetts
$1.3M -$125K -762 -9%
CPWA
856
Cerro Pacific Wealth Advisors
California
$1.29M +$1.2M +7,316 New
ACM
857
Allred Capital Management
Texas
$1.29M -$33.3K -203 -3%
BCM
858
Breiter Capital Management
Florida
$1.29M +$50.3K +306 +4%
HIC
859
Harvey Investment Company
Kentucky
$1.28M -$164K -1,000 -12%
MA
860
Mutual Advisors
Nebraska
$1.26M +$232K +1,412 +25%
ECAM
861
East Coast Asset Management
Massachusetts
$1.25M +$1.48K +9 +0.1%
SFS
862
Sowell Financial Services
Arkansas
$1.25M +$55.3K +337 +5%
ACP
863
Aviance Capital Partners
Florida
$1.24M
MP
864
McDonald Partners
Ohio
$1.24M +$1.16M +7,038 New
FG
865
Fiduciary Group
Georgia
$1.24M -$7.88K -48 -0.6%
YIA
866
YHB Investment Advisors
Connecticut
$1.23M -$4.11K -25 -0.4%
SCM
867
Stevens Capital Management
Pennsylvania
$1.23M +$1.15M +6,978 New
PFSC
868
Peoples Financial Services Corp
Pennsylvania
$1.23M
BFA
869
Bragg Financial Advisors
North Carolina
$1.23M -$93.5K -569 -8%
FFA
870
Fragasso Financial Advisors
Pennsylvania
$1.21M +$1.48K +9 +0.1%
HL
871
HeadInvest LLC
Maine
$1.2M
LFS
872
Legacy Financial Strategies
Kansas
$1.2M +$18.1K +110 +2%
NSAM
873
North Star Asset Management
Wisconsin
$1.2M +$70.6K +430 +7%
HB
874
Homrich & Berg
Georgia
$1.2M +$2.96K +18 +0.3%
RC
875
Reik & Co
New York
$1.19M

ADP Hedge Fund Activity: Q4 2020 in Review

1,706 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2020, worth a combined $60B — up 24% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new ADP positions and 72 closed out — a net gain of 161 holders — while 549 added to existing stakes and 635 trimmed.

The largest buyer was Capital World Investors, adding an estimated $687M. The largest seller was Ameriprise, cutting an estimated $251M.

  • 1,706 institutional investors held Automatic Data Processing (ADP) as of Q4 2020, up from 1,564 in Q3 2020.
  • Funds reported $60B of Automatic Data Processing stock for Q4 2020, up 24% quarter-over-quarter.
  • 233 funds opened new Automatic Data Processing positions in Q4 2020 and 72 closed out, a net change of +161 holders.
  • The largest Automatic Data Processing buyer in Q4 2020 was Capital World Investors, an estimated $687M added.
  • The largest Automatic Data Processing seller in Q4 2020 was Ameriprise, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2020.