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Automatic Data Processing
ADP

Overview Fund Activity

1,569 hedge funds and large institutions have $47.5B invested in Automatic Data Processing in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 508 increasing their positions, 699 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,569
Holders Change
-115
Holders Change %
-6.83%
% of All Funds
34.66%
Holding in Top 10
71
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.25%
% of All Funds
1.57%
New
106
Increased
508
Reduced
699
Closed
197
Calls
$201M
Puts
$311M
Net Calls
-$109M
Net Calls Change
+$26.2M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$276M
2
Bank of America
Bank of America
North Carolina
+$200M
3
JIM
Jensen Investment Management
Oregon
+$175M
4
Invesco
Invesco
Georgia
+$164M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$286M
2
GIM
Generation Investment Management
United Kingdom
-$243M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$161M
4
GQG Partners
GQG Partners
Florida
-$147M
5
Nomura Holdings
Nomura Holdings
Japan
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1101
Endurance Wealth Management
Rhode Island
$453K -$820 -6 -0.2%
ANBT
1102
American National Bank & Trust
Texas
$452K -$305K -2,230 -40%
V
1103
VeraBank
Texas
$451K +$154K +1,130 +52%
CWM
1104
Connecticut Wealth Management
Connecticut
$450K – – –
Jones Financial Companies
1105
Jones Financial Companies
Missouri
$447K +$10.8K +79 +2%
1WA
1106
180 Wealth Advisors
Washington
$444K -$140K -1,063 -24%
SA
1107
SL Advisors
New Jersey
$443K -$177K -1,294 -29%
OCM
1108
One Capital Management
California
$441K +$441K +3,224 New
BWP
1109
Bernardo Wealth Planning
Pennsylvania
$440K -$11.5K -84 -3%
AFG
1110
Albion Financial Group
Utah
$440K – – –
WWM
1111
Western Wealth Management
Colorado
$436K +$240K +1,752 +122%
SMC
1112
Smith, Moore & Co
Missouri
$435K +$17.9K +131 +4%
PAS
1113
Park Avenue Securities
New York
$433K -$2.6K -19 -0.6%
ACM
1114
Argyle Capital Management
Pennsylvania
$432K – – –
HWMG
1115
Hurlow Wealth Management Group
Indiana
$429K – – –
EFSCE
1116
Enterprise Financial Services Corp (EFSC)
Missouri
$428K +$6.83K +50 +2%
HIA
1117
Harbor Investment Advisory
Maryland
$427K +$9.58K +70 +2%
FMT
1118
First Mercantile Trust
Tennessee
$426K -$68.3K -500 -14%
SMFS
1119
Squar Milner Financial Services
California
$425K +$86.7K +636 +26%
SFSG
1120
Sound Financial Strategies Group
Mississippi
$424K -$754K -5,512 -64%
FWM
1121
Frontier Wealth Management
Missouri
$424K -$30.5K -223 -7%
OFG
1122
Oxford Financial Group
Indiana
$424K +$424K +3,099 New
ATPW
1123
Ashton Thomas Private Wealth
Arizona
$424K +$28.8K +211 +7%
BCM
1124
Brookstone Capital Management
Illinois
$423K -$20.1K -147 -5%
GC
1125
Grimes & Company
Massachusetts
$423K +$15.7K +115 +4%
43 44
45
46 47