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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
EVM
1001
Evelyn V. Moreno
$638K -$32.2K -230 -5%
FIM
1002
Freedom Investment Management
Connecticut
$632K +$42.5K +303 +7%
HFA
1003
Hoover Financial Advisors
Pennsylvania
$632K +$579K +4,129 +1,032%
CWM
1004
Centric Wealth Management
Illinois
$628K -$66.3K -473 -11%
VFA
1005
Valeo Financial Advisors
Indiana
$626K -$74.7K -533 -11%
AC
1006
Abbrea Capital
California
$625K -$32.2K -230 -5%
FNBOO
1007
First National Bank of Omaha
Nebraska
$624K +$16.1K +115 +3%
EIP
1008
Ellis Investment Partners
Pennsylvania
$623K
BOTW
1009
Bank of the West
California
$622K -$1.4K -10 -0.2%
TBNY
1010
Trustco Bank (New York)
New York
$619K
BHBT
1011
Burke & Herbert Bank & Trust
Virginia
$618K -$280 -2 -0%
TNB
1012
Thomasville National Bank
Georgia
$617K -$29.6K -211 -5%
TCOO
1013
Trust Company of Oklahoma
Oklahoma
$613K +$616K +4,394 New
WA
1014
WBH Advisory
Maryland
$612K +$2.94K +21 +0.5%
IA
1015
IFG Advisory
Georgia
$601K -$561 -4 -0.1%
DBG
1016
De Burlo Group
Massachusetts
$600K -$6.35M -45,300 -91%
BMO
1017
Beck Mack & Oliver
New York
$600K
CFGS
1018
Concourse Financial Group Securities
Alabama
$600K +$117K +837 +24%
CCA
1019
Cobblestone Capital Advisors
New York
$599K
SJL
1020
Shayne & Jacobs LLC
Tennessee
$598K -$13K -93 -2%
S
1021
SignatureFD
Georgia
$598K -$6.17K -44 -1%
MYLI
1022
Meiji Yasuda Life Insurance
Japan
$595K +$125K +889 +26%
KFC
1023
Klingenstein Fields & Co
New York
$594K -$1.12K -8 -0.2%
OCG
1024
Opus Capital Group
Ohio
$593K -$94.6K -675 -14%
IWM
1025
IHT Wealth Management
Illinois
$593K -$17K -121 -3%

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.