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Automatic Data Processing
ADP

Overview Fund Activity

1,589 hedge funds and large institutions have $51.5B invested in Automatic Data Processing in 2020 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 558 increasing their positions, 613 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,589
Holders Change
+20
Holders Change %
+1.27%
% of All Funds
32.66%
Holding in Top 10
57
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.72%
% of All Funds
1.17%
New
126
Increased
558
Reduced
613
Closed
92
Calls
$212M
Puts
$204M
Net Calls
+$7.95M
Net Calls Change
+$117M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$674M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$299M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$223M
4
BlackRock
BlackRock
New York
+$136M
5
PIF
Public Investment Fund
Saudi Arabia
+$135M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$439M
2
Wells Fargo
Wells Fargo
California
-$341M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$261M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$250M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
1076
TrinityPoint Wealth
Connecticut
$558K +$3.58K +24 +0.6%
RAM
1077
Roanoke Asset Management
New Jersey
$558K +$15.6K +105 +3%
NIT
1078
NumerixS Investment Technologies
British Columbia, Canada
$557K +$189K +1,272 +52%
AWA
1079
Arete Wealth Advisors
Illinois
$556K +$163K +1,096 +42%
HR
1080
Howe & Rusling
New York
$552K – – –
RVPG
1081
Relative Value Partners Group
$551K – – –
BFA
1082
Beaumont Financial Advisors
Massachusetts
$549K -$26.7K -179 -5%
WSTAM
1083
Wilbanks Smith & Thomas Asset Management
Virginia
$549K -$20.8K -140 -4%
LWM
1084
Liberty Wealth Management
California
$549K +$446 +3 +0.1%
OIA
1085
OneDigital Investment Advisors
Kansas
$546K -$12.2K -82 -2%
SFG
1086
Summit Financial Group
West Virginia
$542K – – –
LSAG
1087
Lake Street Advisors Group
New Hampshire
$536K -$11.8K -79 -2%
WOSD
1088
WFA of San Diego
California
$535K +$535K +3,302 New
ACM
1089
Advisors Capital Management
New Jersey
$535K +$535K +3,590 New
MFG
1090
Merit Financial Group
Georgia
$534K +$149 +1 +0%
KMWM
1091
Keudell/Morrison Wealth Management
Oregon
$533K -$596 -4 -0.1%
MCM
1092
Murphy Capital Management
New Jersey
$528K -$361K -2,425 -41%
HIA
1093
Harbor Investment Advisory
Maryland
$526K +$60.9K +409 +13%
FHA
1094
Flagship Harbor Advisors
Massachusetts
$525K +$28.6K +192 +6%
IWP
1095
Icon Wealth Partners
Texas
$525K +$307K +2,063 +141%
TSW
1096
Thompson Siegel & Walmsley
Virginia
$524K – – –
RG
1097
Rikoon Group
New Mexico
$517K +$2.25K +15 +0.4%
VDI
1098
Vaughan David Investments
Illinois
$515K – – –
CFGS
1099
Concourse Financial Group Securities
Alabama
$514K +$113K +756 +28%
ORI
1100
Oak Ridge Investments
Illinois
$512K -$150K -1,004 -23%
42 43
44
45 46