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Automatic Data Processing
ADP

Overview Fund Activity

1,569 hedge funds and large institutions have $47.5B invested in Automatic Data Processing in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 508 increasing their positions, 699 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,569
Holders Change
-115
Holders Change %
-6.83%
% of All Funds
34.66%
Holding in Top 10
71
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.25%
% of All Funds
1.57%
New
106
Increased
508
Reduced
699
Closed
197
Calls
$201M
Puts
$311M
Net Calls
-$109M
Net Calls Change
+$26.2M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$276M
2
Bank of America
Bank of America
North Carolina
+$200M
3
JIM
Jensen Investment Management
Oregon
+$175M
4
Invesco
Invesco
Georgia
+$164M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$286M
2
GIM
Generation Investment Management
United Kingdom
-$243M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$161M
4
GQG Partners
GQG Partners
Florida
-$147M
5
Nomura Holdings
Nomura Holdings
Japan
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
1051
Wilbanks Smith & Thomas Asset Management
Virginia
$523K +$7.79K +57 +2%
IPW
1052
Inlet Private Wealth
Florida
$520K -$9.15K -67 -2%
Fiera Capital (Canada)
1053
Fiera Capital (Canada)
Quebec, Canada
$515K -$1.67M -12,162 -76%
MSR
1054
Main Street Research
Connecticut
$514K -$7.52K -55 -1%
OIA
1055
OneDigital Investment Advisors
Kansas
$513K +$137 +1 +0%
TW
1056
TrinityPoint Wealth
Connecticut
$509K +$27.5K +201 +6%
SS
1057
Simplicity Solutions
Minnesota
$508K +$226K +1,651 +80%
RIM
1058
Rampart Investment Management
Connecticut
$507K -$704K -5,144 -58%
HR
1059
Howe & Rusling
New York
$507K – – –
LWM
1060
Liberty Wealth Management
California
$504K -$6.43K -47 -1%
DIM
1061
DC Investments Management
Virginia
$504K +$116K +850 +30%
PFBT
1062
Parkside Financial Bank & Trust
Missouri
$503K -$29.8K -218 -6%
CAI
1063
Capital Advisors Inc
Oklahoma
$502K +$6.83K +50 +1%
LSAG
1064
Lake Street Advisors Group
New Hampshire
$502K +$159K +1,166 +46%
RVPG
1065
Relative Value Partners Group
$502K +$502K +3,678 New
FI
1066
FormulaFolio Investments
Michigan
$500K +$73.7K +539 +17%
RAM
1067
Roanoke Asset Management
New Jersey
$498K -$54.7K -400 -10%
SFG
1068
Summit Financial Group
West Virginia
$498K -$6.84K -50 -1%
VA
1069
Valmark Advisers
Ohio
$498K +$25.7K +188 +5%
NGA
1070
Naples Global Advisors
Florida
$497K -$27.2K -199 -5%
ALAM
1071
Asahi Life Asset Management
Japan
$496K +$496K +3,630 New
CPO
1072
Cerity Partners OCIO
New York
$494K +$26.3K +192 +6%
WI
1073
Wintrust Investments
Illinois
$493K +$141K +1,031 +40%
IWM
1074
IHT Wealth Management
Illinois
$490K -$201K -1,470 -29%
KMWM
1075
Keudell/Morrison Wealth Management
Oregon
$490K -$1.5K -11 -0.3%
41 42
43
44 45