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Automatic Data Processing

1,520 hedge funds and large institutions have $56.2B invested in Automatic Data Processing in 2019 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 504 increasing their positions, 601 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 84

26% more funds holding in top 10

Funds holding in top 10: 7696 (+20)

22% more capital invested

Capital invested by funds: $46B → $56.2B (+$10.2B)

3% more funds holding

Funds holding: 1,4711,520 (+49)

0.51% more ownership

Funds ownership: 80.47%80.98% (+0.51%)

3% less call options, than puts

Call options by funds: $591M | Put options by funds: $609M

16% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 601

Holders
1,520
Holders Change
+49
Holders Change %
+3.33%
% of All Funds
32.9%
Holding in Top 10
96
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+26.32%
% of All Funds
2.08%
New
145
Increased
504
Reduced
601
Closed
84
Calls
$591M
Puts
$609M
Net Calls
-$18.1M
Net Calls Change
-$340M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
976
Sequoia Financial Advisors
Ohio
$690K +$17.7K +122 +3%
FWM
977
Frontier Wealth Management
Missouri
$689K -$15.5K -107 -2%
OIM
978
Orca Investment Management
Oregon
$687K +$21.4K +147 +4%
PHS
979
Pekin Hardy Strauss
Illinois
$685K
QCM
980
Quantinno Capital Management
New York
$678K +$617K +4,247 New
FNBOO
981
First National Bank of Omaha
Nebraska
$675K -$32.7K -225 -5%
CBN
982
Cadence Bank NA
Texas
$675K -$4.36K -30 -0.7%
BHBT
983
Burke & Herbert Bank & Trust
Virginia
$674K
TFS
984
Thoroughbred Financial Services
Tennessee
$673K +$15.4K +106 +3%
CQS
985
Credential Qtrade Securities
$671K -$20.6K -142 -3%
KFC
986
Klingenstein Fields & Co
New York
$671K
CDH
987
Charles D. Hyman
$664K +$277K +1,905 +85%
WS
988
Wedbush Securities
California
$662K -$21.6K -149 -3%
RAM
989
Roanoke Asset Management
New Jersey
$662K
CCMD
990
Cypress Capital Management (Delaware)
Delaware
$659K -$12.6K -87 -2%
FTC
991
Farmers Trust Company
Ohio
$655K +$45.6K +314 +8%
BOS
992
Bingham Osborn & Scarborough
California
$647K -$76K -523 -11%
Parallax Volatility Advisers
993
Parallax Volatility Advisers
California
$643K +$148K +1,018 +34%
BIM
994
Barton Investment Management
Pennsylvania
$639K
MBT
995
Monroe Bank & Trust
Michigan
$634K -$63.8K -439 -10%
OC
996
Oakworth Capital
Alabama
$634K
HCA
997
Harbour Capital Advisors
Virginia
$633K -$85.7K -590 -13%
PCA
998
Personal Capital Advisors
California
$631K -$125K -862 -18%
IIM
999
Ironwood Investment Management
Massachusetts
$630K +$28.6K +197 +5%
MRCM
1000
M&R Capital Management
New Jersey
$627K

ADP Hedge Fund Activity: Q1 2019 in Review

1,520 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2019, worth a combined $56.2B — up 22% from $46B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new ADP positions and 84 closed out — a net gain of 61 holders — while 504 added to existing stakes and 601 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $320M. The largest seller was Polen Capital Management, cutting an estimated $186M.

  • 1,520 institutional investors held Automatic Data Processing (ADP) as of Q1 2019, up from 1,471 in Q4 2018.
  • Funds reported $56.2B of Automatic Data Processing stock for Q1 2019, up 22% quarter-over-quarter.
  • 145 funds opened new Automatic Data Processing positions in Q1 2019 and 84 closed out, a net change of +61 holders.
  • The largest Automatic Data Processing buyer in Q1 2019 was JP Morgan Chase, an estimated $320M added.
  • The largest Automatic Data Processing seller in Q1 2019 was Polen Capital Management, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2019.