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Automatic Data Processing
ADP

Overview Fund Activity

1,743 hedge funds and large institutions have $66.8B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 593 increasing their positions, 669 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,743
Holders Change
+25
Holders Change %
+1.46%
% of All Funds
30.43%
Holding in Top 10
62
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.06%
% of All Funds
1.08%
New
117
Increased
593
Reduced
669
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$153M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$141M
3
Charles Schwab
Charles Schwab
California
+$110M
4
UBS AM
UBS AM
Illinois
+$108M
5
BI
BlueSpruce Investments
Illinois
+$98M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$206M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$180M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$156M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1076
Western Wealth Management
Colorado
$774K +$422K +2,120 +120%
VCM
1077
Vigilant Capital Management
Maine
$773K -$79.4K -400 -9%
IWC
1078
Integrated Wealth Concepts
Massachusetts
$773K +$54.6K +275 +8%
APW
1079
Acima Private Wealth
Virginia
$772K – – –
TAM
1080
Trust Asset Management
Texas
$771K +$84.4K +425 +12%
LF
1081
LifeSteps Financial
California
$769K – – –
QCG
1082
Quadrant Capital Group
Ohio
$767K +$36K +181 +5%
IAIM
1083
International Assets Investment Management
Florida
$766K -$715K -3,598 -48%
PHS
1084
Pekin Hardy Strauss
Illinois
$760K – – –
EFSCE
1085
Enterprise Financial Services Corp (EFSC)
Missouri
$758K +$216K +1,087 +40%
IPW
1086
Inlet Private Wealth
Florida
$757K +$596 +3 +0.1%
OPS
1087
Orion Portfolio Solutions
Nebraska
$746K -$23.4K -118 -3%
OFS
1088
Orrstown Financial Services
Pennsylvania
$742K -$36K -180 -5%
WSTAM
1089
Wilbanks Smith & Thomas Asset Management
Virginia
$742K – – –
TW
1090
TrinityPoint Wealth
Connecticut
$740K +$10.9K +55 +1%
CSWG
1091
Cardinal Strategic Wealth Guidance
Kentucky
$738K -$12.5K -63 -2%
PFG
1092
PAX Financial Group
Texas
$735K +$22.1K +111 +3%
SB
1093
Strategic Blueprint
Georgia
$732K +$431K +2,169 +143%
GIA
1094
Granite Investment Advisors
New Hampshire
$729K +$1.59K +8 +0.2%
TFM
1095
TFC Financial Management
Massachusetts
$729K +$5.17K +26 +0.7%
PFBT
1096
Parkside Financial Bank & Trust
Missouri
$726K -$48.9K -246 -6%
SFO
1097
Stokes Family Office
Louisiana
$726K +$239K +1,202 +49%
BIM
1098
Baldwin Investment Management
Pennsylvania
$725K -$9.93K -50 -1%
MFW
1099
Meristem Family Wealth
Minnesota
$725K +$62.6K +315 +9%
DBG
1100
De Burlo Group
Massachusetts
$722K -$139K -700 -16%
42 43
44
45 46