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Automatic Data Processing
ADP

1,594 hedge funds and large institutions have $51.6B invested in Automatic Data Processing in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 557 increasing their positions, 617 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 92

8% more capital invested

Capital invested by funds: $47.6B → $51.6B (+$3.96B)

1% more funds holding

Funds holding: 1,573 → 1,594 (+21)

4% more call options, than puts

Call options by funds: $212M | Put options by funds: $204M

0.12% less ownership

Funds ownership: 80.76% → 80.64% (-0.12%)

10% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 617

19% less funds holding in top 10

Funds holding in top 10: 72 → 58 (-14)

Holders
1,594
Holders Change
+21
Holders Change %
+1.34%
% of All Funds
32.68%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
1.19%
New
127
Increased
557
Reduced
617
Closed
92
Calls
$212M
Puts
$204M
Net Calls
+$7.95M
Net Calls Change
+$117M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$648M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$291M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$215M
4
BlackRock
BlackRock
New York
+$131M
5
PIF
Public Investment Fund
Saudi Arabia
+$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$422M
2
Wells Fargo
Wells Fargo
California
-$328M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$251M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$240M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$215M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1051
Sawgrass Asset Management
Florida
$599K – – –
HCA
1052
Harbour Capital Advisors
Virginia
$597K – – –
CPO
1053
Cerity Partners OCIO
New York
$597K +$56.6K +395 +11%
MWM
1054
Minot Wealth Management
Massachusetts
$596K -$82.4K -575 -13%
LF
1055
LifeSteps Financial
California
$596K – – –
JWBC
1056
J.W. Burns & Co
New York
$594K – – –
SFS
1057
Sowell Financial Services
Arkansas
$593K -$524K -3,661 -48%
SFS
1058
Strategic Financial Services
New York
$592K – – –
PM
1059
Parametrica Management
Hong Kong
$591K +$568K +3,966 New
TC
1060
Telemus Capital
Michigan
$590K -$373K -2,604 -39%
TIA
1061
Traphagen Investment Advisors
New Jersey
$589K – – –
CBN
1062
Cadence Bank NA
Texas
$586K – – –
OFS
1063
Orrstown Financial Services
Pennsylvania
$581K +$559K +3,901 New
SMFS
1064
Squar Milner Financial Services
California
$580K +$112K +782 +25%
APW
1065
Acima Private Wealth
Virginia
$579K – – –
SB
1066
Sunflower Bank
Texas
$578K +$557K +3,886 New
PHS
1067
Pekin Hardy Strauss
Illinois
$577K -$35.8K -250 -6%
NQWM
1068
Northwest Quadrant Wealth Management
Oregon
$577K – – –
FBT
1069
First Bankers Trust
Kentucky
$575K – – –
WTB
1070
Washington Trust Bank
Washington
$570K +$236K +1,651 +76%
FMWA
1071
Forvis Mazars Wealth Advisors
Missouri
$568K -$14.3K -100 -3%
IPW
1072
Inlet Private Wealth
Florida
$567K – – –
CFMC
1073
Curbstone Financial Management Corp
New Hampshire
$566K -$96K -670 -15%
TP
1074
Tranquility Partners
Tennessee
$565K +$136K +948 +33%
LNC
1075
Lincoln National Corp
Pennsylvania
$563K -$15.9K -111 -3%
41 42
43
44 45

ADP Hedge Fund Activity: Q2 2020 in Review

1,594 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2020, worth a combined $51.6B — up 8.3% from $47.6B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new ADP positions and 92 closed out — a net gain of 35 holders — while 557 added to existing stakes and 617 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $648M. The largest seller was Bank of America, cutting an estimated $422M.

  • 1,594 institutional investors held Automatic Data Processing (ADP) as of Q2 2020, up from 1,573 in Q1 2020.
  • Funds reported $51.6B of Automatic Data Processing stock for Q2 2020, up 8.3% quarter-over-quarter.
  • 127 funds opened new Automatic Data Processing positions in Q2 2020 and 92 closed out, a net change of +35 holders.
  • The largest Automatic Data Processing buyer in Q2 2020 was Wellington Management Group, an estimated $648M added.
  • The largest Automatic Data Processing seller in Q2 2020 was Bank of America, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2020.