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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
PFBT
1076
Parkside Financial Bank & Trust
Missouri
$735K +$1.74K +10 +0.3%
APW
1077
Acima Private Wealth
Virginia
$733K – – –
OPS
1078
Orion Portfolio Solutions
Nebraska
$730K +$79.3K +457 +13%
LF
1079
LifeSteps Financial
California
$729K – – –
RAM
1080
Roanoke Asset Management
New Jersey
$727K – – –
WI
1081
Wintrust Investments
Illinois
$727K +$670K +3,859 New
PHS
1082
Pekin Hardy Strauss
Illinois
$721K -$8.68K -50 -1%
LOAMS
1083
Lombard Odier Asset Management (Switzerland)
Switzerland
$719K +$662K +3,816 New
IPW
1084
Inlet Private Wealth
Florida
$718K – – –
CSWG
1085
Cardinal Strategic Wealth Guidance
Kentucky
$712K -$53.6K -309 -8%
TP
1086
Tranquility Partners
Tennessee
$706K +$79.8K +460 +14%
WSTAM
1087
Wilbanks Smith & Thomas Asset Management
Virginia
$704K +$26.2K +151 +4%
PP
1088
Paloma Partners
Connecticut
$702K +$611K +3,523 +1,762%
Vontobel Holding
1089
Vontobel Holding
Switzerland
$699K -$274K -1,580 -30%
BIM
1090
Baldwin Investment Management
Pennsylvania
$697K -$34.7K -200 -5%
QCG
1091
Quadrant Capital Group
Ohio
$694K +$86.1K +496 +16%
TW
1092
TrinityPoint Wealth
Connecticut
$692K -$7.46K -43 -1%
GIA
1093
Granite Investment Advisors
New Hampshire
$690K -$4.34K -25 -0.7%
HI
1094
Horizon Investments
North Carolina
$689K +$635K +3,658 New
TFM
1095
TFC Financial Management
Massachusetts
$687K – – –
MAM
1096
Meeder Asset Management
Ohio
$683K +$229K +1,321 +57%
IWC
1097
Integrated Wealth Concepts
Massachusetts
$682K +$161K +926 +34%
SFG
1098
Summit Financial Group
West Virginia
$681K -$4.34K -25 -0.7%
MHS
1099
M Holdings Securities
Oregon
$680K +$626K +3,606 New
OCG
1100
Opus Capital Group
Ohio
$676K -$116K -670 -16%
42 43
44
45 46

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.