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Automatic Data Processing

1,393 hedge funds and large institutions have $47.2B invested in Automatic Data Processing in 2018 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 416 increasing their positions, 583 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 71

45% more funds holding in top 10

Funds holding in top 10: 5884 (+26)

34% more call options, than puts

Call options by funds: $469M | Put options by funds: $351M

19% more capital invested

Capital invested by funds: $39.7B → $47.2B (+$7.49B)

4% more funds holding

Funds holding: 1,3381,393 (+55)

0.8% more ownership

Funds ownership: 79.12%79.93% (+0.8%)

29% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 583

Holders
1,393
Holders Change
+55
Holders Change %
+4.11%
% of All Funds
31.89%
Holding in Top 10
84
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+44.83%
% of All Funds
1.92%
New
138
Increased
416
Reduced
583
Closed
71
Calls
$469M
Puts
$351M
Net Calls
+$118M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1101
Grimes & Company
Massachusetts
$325K -$5.58K -44 -2%
FAM
1102
Fenimore Asset Management
New York
$325K
FMWA
1103
Forvis Mazars Wealth Advisors
Missouri
$323K +$20.2K +159 +7%
CCG
1104
Chatham Capital Group
Georgia
$322K
GLA
1105
Good Life Advisors
Pennsylvania
$322K +$9.13K +72 +3%
CAM
1106
Columbia Asset Management
Michigan
$320K
LFG
1107
LifePlan Financial Group
Ohio
$320K
SWA
1108
Sutton Wealth Advisors
Florida
$320K +$11.5K +91 +4%
CRWM
1109
Castle Rock Wealth Management
California
$319K -$6.46K -51 -2%
AFC
1110
AFT Forsyth & Company
Florida
$318K +$150K +1,181 +40%
RG
1111
Rathbones Group
United Kingdom
$317K +$71.9K +567 +32%
VSWA
1112
Vontobel Swiss Wealth Advisors
Switzerland
$315K
FFA
1113
Fragasso Financial Advisors
Pennsylvania
$314K +$297K +2,343 New
PL
1114
Perpetual Ltd
Australia
$313K
FIB
1115
First Interstate Bank
Montana
$312K -$48.5K -383 -14%
AIM
1116
Avity Investment Management
Connecticut
$309K -$63.4K -500 -18%
BCA
1117
Berman Capital Advisors
Georgia
$309K +$5.83K +46 +2%
BWM
1118
Baystate Wealth Management
Massachusetts
$308K -$4.18K -33 -1%
VCM
1119
Vigilant Capital Management
Maine
$305K +$67K +529 +30%
LF
1120
Lee Financial
Texas
$304K -$58.9K -465 -17%
FBC
1121
Fairfield, Bush & Co
Connecticut
$304K
BAM
1122
Belpointe Asset Management
Nevada
$303K -$476K -3,754 -62%
CDH
1123
Charles D. Hyman
$302K -$11.8K -93 -4%
CHAM
1124
Clear Harbor Asset Management
Connecticut
$301K
LIM
1125
Loudon Investment Management
New Hampshire
$300K -$25.3K -200 -8%

ADP Hedge Fund Activity: Q2 2018 in Review

1,393 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2018, worth a combined $47.2B — up 19% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ADP positions and 71 closed out — a net gain of 67 holders — while 416 added to existing stakes and 583 trimmed.

The largest buyer was Millennium Management, adding an estimated $216M. The largest seller was Pershing Square Capital Management, cutting an estimated $471M.

  • 1,393 institutional investors held Automatic Data Processing (ADP) as of Q2 2018, up from 1,338 in Q1 2018.
  • Funds reported $47.2B of Automatic Data Processing stock for Q2 2018, up 19% quarter-over-quarter.
  • 138 funds opened new Automatic Data Processing positions in Q2 2018 and 71 closed out, a net change of +67 holders.
  • The largest Automatic Data Processing buyer in Q2 2018 was Millennium Management, an estimated $216M added.
  • The largest Automatic Data Processing seller in Q2 2018 was Pershing Square Capital Management, an estimated $471M sold.

Based on aggregated 13F filings for Q2 2018.