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Automatic Data Processing

1,749 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 624 increasing their positions, 653 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 74

0% less capital invested

Capital invested by funds: $66.9B → $66.9B (-$49M)

0% less funds holding

Funds holding: 1,7511,749 (-2)

0.41% less ownership

Funds ownership: 79.81%79.4% (-0.41%)

4% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 653

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

28% less call options, than puts

Call options by funds: $320M | Put options by funds: $443M

Holders
1,749
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
30.61%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
1.05%
New
91
Increased
624
Reduced
653
Closed
74
Calls
$320M
Puts
$443M
Net Calls
-$123M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
1076
GeoWealth Management
Illinois
$810K +$835K +4,056 New
SB
1077
Sunflower Bank
Texas
$806K -$65.7K -319 -7%
CCA
1078
Cobblestone Capital Advisors
New York
$805K -$13.6K -66 -2%
HIA
1079
Harbor Investment Advisory
Maryland
$803K -$5.77K -28 -0.7%
SJL
1080
Shayne & Jacobs LLC
Tennessee
$798K
BHBT
1081
Burke & Herbert Bank & Trust
Virginia
$797K -$2.06K -10 -0.3%
SWM
1082
Spire Wealth Management
Virginia
$793K +$1.65K +8 +0.2%
MCA
1083
Mercer Capital Advisers
New Jersey
$789K
PBC
1084
Pavion Blue Capital
California
$789K
BCA
1085
Bay Colony Advisors
Massachusetts
$787K +$8.86K +43 +1%
DMBA
1086
Deseret Mutual Benefit Administrators
Utah
$785K +$561K +2,725 +227%
BFA
1087
Beaumont Financial Advisors
Massachusetts
$780K -$109K -528 -12%
JWBC
1088
J.W. Burns & Co
New York
$777K -$8.24K -40 -1%
APW
1089
Acima Private Wealth
Virginia
$777K
BCA
1090
Berman Capital Advisors
Georgia
$776K +$67.6K +328 +9%
LF
1091
LifeSteps Financial
California
$774K
PHS
1092
Pekin Hardy Strauss
Illinois
$769K +$4.74K +23 +0.6%
WCA
1093
Waratah Capital Advisors
Ontario, Canada
$765K -$2.08M -10,105 -73%
GEA
1094
Glen Eagle Advisors
New Jersey
$762K +$179K +868 +29%
IAIM
1095
International Assets Investment Management
Florida
$762K -$9.06K -44 -1%
IPW
1096
Inlet Private Wealth
Florida
$762K +$618 +3 +0.1%
VCM
1097
Vigilant Capital Management
Maine
$758K -$20.6K -100 -3%
HI
1098
Harbour Investments
Wisconsin
$752K +$112K +544 +17%
MW
1099
Marcum Wealth
Ohio
$750K -$79.9K -388 -9%
CGL
1100
Clarius Group LLC
Washington
$748K +$40.8K +198 +6%

ADP Hedge Fund Activity: Q3 2021 in Review

1,749 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2021, worth a combined $66.9B — down 0.07% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ADP positions and 74 closed out — a net gain of 17 holders — while 624 added to existing stakes and 653 trimmed.

The largest buyer was UBS AM, adding an estimated $205M. The largest seller was Wellington Management Group, cutting an estimated $717M.

  • 1,749 institutional investors held Automatic Data Processing (ADP) as of Q3 2021, down from 1,751 in Q2 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q3 2021, down 0.07% quarter-over-quarter.
  • 91 funds opened new Automatic Data Processing positions in Q3 2021 and 74 closed out, a net change of +17 holders.
  • The largest Automatic Data Processing buyer in Q3 2021 was UBS AM, an estimated $205M added.
  • The largest Automatic Data Processing seller in Q3 2021 was Wellington Management Group, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2021.