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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
PL
1001
Parthenon LLC
Kentucky
$934K
LFAS
1002
Level Four Advisory Services
Texas
$931K -$24.1K -124 -3%
HFA
1003
Hoover Financial Advisors
Pennsylvania
$930K +$4.86K +25 +0.5%
PCM
1004
Prelude Capital Management
New York
$930K +$325K +1,670 +55%
FBA
1005
Front Barnett Associates
Illinois
$929K
MAFM
1006
Mid Atlantic Financial Management
Pennsylvania
$923K +$1.36K +7 +0.2%
LIM
1007
Loudon Investment Management
New Hampshire
$922K
EGA
1008
Eagle Global Advisors
Texas
$919K
SLT
1009
St Louis Trust
Missouri
$914K
MIC
1010
Meridian Investment Counsel
California
$913K
MAM
1011
Meeder Asset Management
Ohio
$911K +$187K +961 +27%
ACM
1012
Advisors Capital Management
New Jersey
$909K +$64.3K +331 +8%
SSWG
1013
Seven Springs Wealth Group
Tennessee
$907K +$873K +4,491 +5,758%
BWA
1014
Bordeaux Wealth Advisors
California
$905K +$58.3K +300 +7%
NGA
1015
Naples Global Advisors
Florida
$903K +$194 +1 +0%
PP
1016
Paloma Partners
Connecticut
$903K +$160K +825 +22%
RBFC
1017
Roman Butler Fullerton & Co
Missouri
$901K -$19.4K -100 -2%
MWM
1018
Modera Wealth Management
New Jersey
$898K +$8.94K +46 +1%
SMC
1019
Smith, Moore & Co
Missouri
$897K -$24.3K -125 -3%
CFMC
1020
Curbstone Financial Management Corp
New Hampshire
$893K -$30.3K -156 -3%
RCAG
1021
Rehmann Capital Advisory Group
Michigan
$889K -$5.63K -29 -0.6%
EIP
1022
Ellis Investment Partners
Pennsylvania
$889K +$194 +1 +0%
SFA
1023
Sequoia Financial Advisors
Ohio
$888K +$85.1K +438 +11%
WAP
1024
Wealthcare Advisory Partners
Pennsylvania
$885K +$194 +1 +0%
WPA
1025
West Paces Advisors
Georgia
$885K -$62.6K -322 -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.