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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
APP
1051
Avantax Planning Partners
Iowa
$840K -$350K -1,801 -30%
AC
1052
Abbrea Capital
California
$839K
SC
1053
Scotia Capital
Ontario, Canada
$836K +$56.2K +289 +7%
RAM
1054
Roanoke Asset Management
New Jersey
$830K +$63.2K +325 +8%
B
1055
Barings
North Carolina
$827K -$57.7K -297 -7%
3F
1056
360 Financial
Minnesota
$826K
MW
1057
Marcum Wealth
Ohio
$822K -$16.3K -84 -2%
CCM
1058
Chilton Capital Management
Texas
$820K +$802K +4,127 New
BFC
1059
Blue Fin Capital
Rhode Island
$819K
FNBTCON
1060
First National Bank & Trust Co of Newtown
Pennsylvania
$814K
HH
1061
Hilltop Holdings
Texas
$813K -$58.9K -303 -7%
CCA
1062
Cobblestone Capital Advisors
New York
$813K +$12.8K +66 +2%
SIM
1063
Sentry Investment Management
Wisconsin
$811K -$74.8K -385 -9%
FNBOO
1064
First National Bank of Omaha
Nebraska
$811K
HIA
1065
Harbor Investment Advisory
Maryland
$803K -$25.8K -133 -3%
HCA
1066
Harbour Capital Advisors
Virginia
$803K
TC
1067
Telemus Capital
Michigan
$795K +$4.47K +23 +0.6%
BHBT
1068
Burke & Herbert Bank & Trust
Virginia
$794K
SJL
1069
Shayne & Jacobs LLC
Tennessee
$793K -$3.3K -17 -0.4%
JWCA
1070
J.W. Cole Advisors
Florida
$792K -$1.6M -8,251 -67%
NQWM
1071
Northwest Quadrant Wealth Management
Oregon
$792K +$2.72K +14 +0.4%
SAM
1072
Sawgrass Asset Management
Florida
$791K -$7.77K -40 -1%
UBV
1073
United Bank (Virginia)
Virginia
$790K +$6.61K +34 +0.9%
FM
1074
Foster & Motley
Ohio
$787K -$60.6K -312 -7%
VFA
1075
Valeo Financial Advisors
Indiana
$787K -$24.9K -128 -3%

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.