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Automatic Data Processing
ADP

1,725 hedge funds and large institutions have $64B invested in Automatic Data Processing in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 607 increasing their positions, 673 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $361M | Put options by funds: $238M

47% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $60B → $64B (+$3.95B)

2% more funds holding in top 10

Funds holding in top 10: 66 → 67 (+1)

1% more funds holding

Funds holding: 1,706 → 1,725 (+19)

0.19% more ownership

Funds ownership: 79.66% → 79.85% (+0.19%)

10% less repeat investments, than reductions

Existing positions increased: 607 | Existing positions reduced: 673

Holders
1,725
Holders Change
+19
Holders Change %
+1.11%
% of All Funds
30.29%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.18%
New
129
Increased
607
Reduced
673
Closed
88
Calls
$361M
Puts
$238M
Net Calls
+$123M
Net Calls Change
+$69.2M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$552M
2
First Trust Advisors
First Trust Advisors
Illinois
+$180M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$155M
4
EAM
Eagle Asset Management
Florida
+$132M
5
BI
BlueSpruce Investments
Illinois
+$116M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$211M
2
Wells Fargo
Wells Fargo
California
-$167M
3
Nomura Holdings
Nomura Holdings
Japan
-$166M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$142M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1051
Park Avenue Securities
New York
$788K -$10.8K -62 -1%
HIA
1052
Harbor Investment Advisory
Maryland
$787K -$43.7K -252 -6%
3F
1053
360 Financial
Minnesota
$784K – – –
BFC
1054
Blue Fin Capital
Rhode Island
$777K -$41K -236 -5%
FNBTCON
1055
First National Bank & Trust Co of Newtown
Pennsylvania
$773K -$104K -600 -13%
EF
1056
Empirical Finance
Pennsylvania
$772K – – –
VFA
1057
Valeo Financial Advisors
Indiana
$771K +$868 +5 +0.1%
TC
1058
Telemus Capital
Michigan
$768K -$694 -4 -0.1%
HCA
1059
Harbour Capital Advisors
Virginia
$762K +$702K +4,043 New
IWM
1060
IHT Wealth Management
Illinois
$761K +$3.82K +22 +0.5%
SFA
1061
Sequoia Financial Advisors
Ohio
$760K -$18.1K -104 -3%
CCA
1062
Cobblestone Capital Advisors
New York
$759K -$17.4K -100 -2%
SAM
1063
Sawgrass Asset Management
Florida
$758K – – –
SJL
1064
Shayne & Jacobs LLC
Tennessee
$756K – – –
EVM
1065
Evelyn V. Moreno
$754K – – –
BHBT
1066
Burke & Herbert Bank & Trust
Virginia
$753K – – –
NQWM
1067
Northwest Quadrant Wealth Management
Oregon
$752K +$2.6K +15 +0.4%
LNC
1068
Lincoln National Corp
Pennsylvania
$751K -$7.98K -46 -1%
ADL
1069
Asset Dedication LLC
California
$747K -$127K -734 -16%
MCA
1070
Mercer Capital Advisers
New Jersey
$744K -$4.34K -25 -0.6%
PBC
1071
Pavion Blue Capital
California
$744K – – –
UBV
1072
United Bank (Virginia)
Virginia
$743K +$67K +386 +11%
JWBC
1073
J.W. Burns & Co
New York
$742K -$9.55K -55 -1%
SC
1074
Scotia Capital
Ontario, Canada
$738K -$57.8K -333 -8%
OFS
1075
Orrstown Financial Services
Pennsylvania
$737K -$39.2K -226 -5%
41 42
43
44 45

ADP Hedge Fund Activity: Q1 2021 in Review

1,725 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2021, worth a combined $64B — up 6.6% from $60B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new ADP positions and 88 closed out — a net gain of 41 holders — while 607 added to existing stakes and 673 trimmed.

The largest buyer was Charles Schwab, adding an estimated $552M. The largest seller was JP Morgan Chase, cutting an estimated $211M.

  • 1,725 institutional investors held Automatic Data Processing (ADP) as of Q1 2021, up from 1,706 in Q4 2020.
  • Funds reported $64B of Automatic Data Processing stock for Q1 2021, up 6.6% quarter-over-quarter.
  • 129 funds opened new Automatic Data Processing positions in Q1 2021 and 88 closed out, a net change of +41 holders.
  • The largest Automatic Data Processing buyer in Q1 2021 was Charles Schwab, an estimated $552M added.
  • The largest Automatic Data Processing seller in Q1 2021 was JP Morgan Chase, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2021.