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Automatic Data Processing

1,564 hedge funds and large institutions have $48.4B invested in Automatic Data Processing in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 519 increasing their positions, 644 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 80.64%80.81% (+0.16%)

5% less call options, than puts

Call options by funds: $210M | Put options by funds: $221M

10% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 115

2% less funds holding

Funds holding: 1,5941,564 (-30)

6% less capital invested

Capital invested by funds: $51.6B → $48.4B (-$3.15B)

19% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 644

36% less funds holding in top 10

Funds holding in top 10: 5837 (-21)

Holders
1,564
Holders Change
-30
Holders Change %
-1.88%
% of All Funds
31.56%
Holding in Top 10
37
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-36.21%
% of All Funds
0.75%
New
104
Increased
519
Reduced
644
Closed
115
Calls
$210M
Puts
$221M
Net Calls
-$11.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBTCON
976
First National Bank & Trust Co of Newtown
Pennsylvania
$676K
WBC
977
West Branch Capital
Massachusetts
$671K -$4.48K -32 -0.7%
BJL
978
Brighton Jones LLC
Washington
$669K +$58.3K +416 +9%
CPO
979
Cerity Partners OCIO
New York
$669K +$110K +786 +20%
OSAM
980
O'Shaughnessy Asset Management
Connecticut
$668K -$5.18K -37 -0.8%
RHBC
981
R.H. Bluestein & Co
Michigan
$666K -$35K -250 -5%
MPI
982
Mairs & Power Inc
Minnesota
$665K -$57.2K -408 -8%
MA
983
Montag & Associates
Georgia
$665K
VAS
984
Vestmark Advisory Solutions
Massachusetts
$665K
RCAG
985
Rehmann Capital Advisory Group
Michigan
$660K +$5.18K +37 +0.8%
WEPOG
986
Wealth Enhancement & Preservation of GA
Georgia
$660K +$200K +1,428 +43%
CAM
987
Cozad Asset Management
Illinois
$659K
PL
988
Parthenon LLC
Kentucky
$656K
FBA
989
Front Barnett Associates
Illinois
$652K
JIC
990
Joel Isaacson & Co
New York
$647K +$3.08K +22 +0.5%
RBFC
991
Roman Butler Fullerton & Co
Missouri
$646K -$15.4K -110 -2%
EGA
992
Eagle Global Advisors
Texas
$646K -$10.5K -75 -2%
NGA
993
Naples Global Advisors
Florida
$645K +$3.64K +26 +0.6%
STA
994
Summit Trail Advisors
New York
$645K +$533K +3,805 New
SLT
995
St Louis Trust
Missouri
$642K
SMC
996
Smith, Moore & Co
Missouri
$642K +$5.46K +39 +0.9%
MIC
997
Meridian Investment Counsel
California
$641K
SC
998
Scotia Capital
Ontario, Canada
$640K +$643K +4,588 New
WPA
999
West Paces Advisors
Georgia
$639K -$3.5K -25 -0.5%
IP
1000
Intellectus Partners
California
$639K -$165K -1,175 -21%

ADP Hedge Fund Activity: Q3 2020 in Review

1,564 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2020, worth a combined $48.4B — down 6.1% from $51.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of ADP and 104 opened new positions — a net loss of 11 holders — while 644 trimmed existing stakes and 519 added.

The largest buyer was Harris Associates, adding an estimated $287M. The largest seller was Polen Capital Management, cutting an estimated $795M.

  • 1,564 institutional investors held Automatic Data Processing (ADP) as of Q3 2020, down from 1,594 in Q2 2020.
  • Funds reported $48.4B of Automatic Data Processing stock for Q3 2020, down 6.1% quarter-over-quarter.
  • 104 funds opened new Automatic Data Processing positions in Q3 2020 and 115 closed out, a net change of -11 holders.
  • The largest Automatic Data Processing buyer in Q3 2020 was Harris Associates, an estimated $287M added.
  • The largest Automatic Data Processing seller in Q3 2020 was Polen Capital Management, an estimated $795M sold.

Based on aggregated 13F filings for Q3 2020.