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Automatic Data Processing

1,520 hedge funds and large institutions have $56.2B invested in Automatic Data Processing in 2019 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 504 increasing their positions, 601 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 84

26% more funds holding in top 10

Funds holding in top 10: 7696 (+20)

22% more capital invested

Capital invested by funds: $46B → $56.2B (+$10.2B)

3% more funds holding

Funds holding: 1,4711,520 (+49)

0.51% more ownership

Funds ownership: 80.47%80.98% (+0.51%)

3% less call options, than puts

Call options by funds: $591M | Put options by funds: $609M

16% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 601

Holders
1,520
Holders Change
+49
Holders Change %
+3.33%
% of All Funds
32.9%
Holding in Top 10
96
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+26.32%
% of All Funds
2.08%
New
145
Increased
504
Reduced
601
Closed
84
Calls
$591M
Puts
$609M
Net Calls
-$18.1M
Net Calls Change
-$340M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1101
Alpha Windward
Massachusetts
$448K -$4.5K -31 -1%
OCG
1102
Opus Capital Group
Ohio
$447K +$179K +1,231 +79%
BWP
1103
Bernardo Wealth Planning
Pennsylvania
$445K -$726 -5 -0.2%
WP
1104
WealthSource Partners
California
$444K +$99.1K +682 +33%
BCA
1105
Berman Capital Advisors
Georgia
$443K +$9.73K +67 +2%
IFWM
1106
Institute for Wealth Management
Colorado
$440K -$6.39K -44 -2%
FM
1107
Foster & Motley
Ohio
$438K +$4.21K +29 +1%
SRCM
1108
Swift Run Capital Management
Virginia
$436K
AF
1109
Advisornet Financial
Minnesota
$435K
NFG
1110
Nations Financial Group
Iowa
$434K +$11.3K +78 +3%
CGL
1111
Clarius Group LLC
Washington
$433K +$145K +998 +58%
HIM
1112
Hotaling Investment Management
Pennsylvania
$432K -$47.2K -325 -11%
Fiera Capital (Canada)
1113
Fiera Capital (Canada)
Quebec, Canada
$431K -$376K -2,589 -49%
SWA
1114
Stratos Wealth Advisors
Ohio
$431K -$9.73K -67 -2%
WDL
1115
Well Done LLC
Michigan
$431K -$3.92K -27 -1%
RTC
1116
Riverview Trust Company
Washington
$431K
SCM
1117
Salem Capital Management
Massachusetts
$431K
FMB
1118
Field & Main Bank
Kentucky
$431K +$392K +2,700 New
FI
1119
FormulaFolio Investments
Michigan
$428K -$72.6K -500 -16%
MCM
1120
MAI Capital Management
Ohio
$427K -$14.1K -97 -4%
BCM
1121
Brookstone Capital Management
Illinois
$426K +$4.79K +33 +1%
LBC
1122
Lawrence B. Cohen
$425K -$29.1K -200 -7%
TFS
1123
TrustCore Financial Services
Tennessee
$424K +$8.57K +59 +2%
LFA
1124
Legacy Financial Advisors
Kentucky
$422K +$5.81K +40 +2%
HWA
1125
Heritage Wealth Advisors
Virginia
$416K +$145 +1 +0%

ADP Hedge Fund Activity: Q1 2019 in Review

1,520 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2019, worth a combined $56.2B — up 22% from $46B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new ADP positions and 84 closed out — a net gain of 61 holders — while 504 added to existing stakes and 601 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $320M. The largest seller was Polen Capital Management, cutting an estimated $186M.

  • 1,520 institutional investors held Automatic Data Processing (ADP) as of Q1 2019, up from 1,471 in Q4 2018.
  • Funds reported $56.2B of Automatic Data Processing stock for Q1 2019, up 22% quarter-over-quarter.
  • 145 funds opened new Automatic Data Processing positions in Q1 2019 and 84 closed out, a net change of +61 holders.
  • The largest Automatic Data Processing buyer in Q1 2019 was JP Morgan Chase, an estimated $320M added.
  • The largest Automatic Data Processing seller in Q1 2019 was Polen Capital Management, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2019.