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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
NGA
1026
Naples Global Advisors
Florida
$582K +$56.4K +388 +12%
CWM
1027
Centric Wealth Management
Illinois
$578K +$13.1K +90 +3%
MHS
1028
M Holdings Securities
Oregon
$578K +$49.8K +343 +10%
Flossbach Von Storch
1029
Flossbach Von Storch
Germany
$575K
AT
1030
Arden Trust
Delaware
$572K +$14.1K +97 +3%
PCI
1031
Pacifica Capital Investments
Texas
$568K -$15.3K -105 -3%
VWM
1032
Venturi Wealth Management
Texas
$563K -$32.1K -221 -6%
SEM
1033
Suncoast Equity Management
Florida
$562K +$4.36K +30 +0.9%
CAM
1034
Cresset Asset Management
Illinois
$562K +$126K +866 +33%
HS
1035
HighVista Strategies
Massachusetts
$559K +$174K +1,200 +52%
FWCM
1036
Ferguson Wellman Capital Management
Oregon
$554K -$182K -1,250 -27%
EWM
1037
Endurance Wealth Management
Rhode Island
$553K
ICM
1038
IMS Capital Management
Oregon
$551K +$24.3K +167 +5%
BMM
1039
Buffington Mohr McNeal
Idaho
$550K
SC
1040
Savant Capital
Illinois
$549K +$23K +158 +5%
MIM
1041
Marco Investment Management
Georgia
$547K -$1.31K -9 -0.3%
BPC
1042
Banque Pictet & Cie
Switzerland
$547K
PNAA
1043
Pictet North America Advisors
Switzerland
$547K
BFA
1044
Beaumont Financial Advisors
Massachusetts
$545K -$46.5K -320 -9%
HHAM
1045
HITE Hedge Asset Management
Massachusetts
$543K
AC
1046
Abbrea Capital
California
$540K +$145 +1 +0%
DTL
1047
Dynamic Technology Lab
Singapore
$539K +$490K +3,373 New
NFGCM
1048
Norman Fields Gottscho Capital Management
New York
$538K
JDR
1049
Jay D. Rosenbaum
$536K
HCM
1050
Howard Capital Management
Georgia
$536K +$486K +3,344 New

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.