We are live on ! Find out more
ADP icon

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
MSR
1076
Main Street Research
Connecticut
$560K – – –
VA
1077
Valmark Advisers
Ohio
$559K +$15.9K +111 +3%
WS
1078
Wedbush Securities
California
$558K -$31.9K -223 -6%
TW
1079
TrinityPoint Wealth
Connecticut
$558K +$3.44K +24 +0.6%
RAM
1080
Roanoke Asset Management
New Jersey
$558K +$15K +105 +3%
NIT
1081
NumerixS Investment Technologies
British Columbia, Canada
$557K +$182K +1,272 +52%
AWA
1082
Arete Wealth Advisors
Illinois
$556K +$157K +1,096 +42%
HR
1083
Howe & Rusling
New York
$552K – – –
RVPG
1084
Relative Value Partners Group
$551K – – –
BFA
1085
Beaumont Financial Advisors
Massachusetts
$549K -$25.6K -179 -5%
WSTAM
1086
Wilbanks Smith & Thomas Asset Management
Virginia
$549K -$20.1K -140 -4%
LWM
1087
Liberty Wealth Management
California
$549K +$430 +3 +0.1%
OIA
1088
OneDigital Investment Advisors
Kansas
$546K -$11.7K -82 -2%
SFG
1089
Summit Financial Group
West Virginia
$542K – – –
LSAG
1090
Lake Street Advisors Group
New Hampshire
$536K -$11.3K -79 -2%
WOSD
1091
WFA of San Diego
California
$535K +$473K +3,302 New
ACM
1092
Advisors Capital Management
New Jersey
$535K +$514K +3,590 New
MFG
1093
Merit Financial Group
Georgia
$534K +$143 +1 +0%
KMWM
1094
Keudell/Morrison Wealth Management
Oregon
$533K -$573 -4 -0.1%
MCM
1095
Murphy Capital Management
New Jersey
$528K -$347K -2,425 -41%
HIA
1096
Harbor Investment Advisory
Maryland
$526K +$58.6K +409 +13%
FHA
1097
Flagship Harbor Advisors
Massachusetts
$525K +$27.5K +192 +6%
IWP
1098
Icon Wealth Partners
Texas
$525K +$295K +2,063 +141%
TSW
1099
Thompson Siegel & Walmsley
Virginia
$524K – – –
RG
1100
Rikoon Group
New Mexico
$517K +$2.15K +15 +0.4%
42 43
44
45 46

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.