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Automatic Data Processing
ADP

1,594 hedge funds and large institutions have $51.6B invested in Automatic Data Processing in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 557 increasing their positions, 617 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 92

8% more capital invested

Capital invested by funds: $47.6B → $51.6B (+$3.96B)

1% more funds holding

Funds holding: 1,573 → 1,594 (+21)

4% more call options, than puts

Call options by funds: $212M | Put options by funds: $204M

0.12% less ownership

Funds ownership: 80.76% → 80.64% (-0.12%)

10% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 617

19% less funds holding in top 10

Funds holding in top 10: 72 → 58 (-14)

Holders
1,594
Holders Change
+21
Holders Change %
+1.34%
% of All Funds
32.68%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
1.19%
New
127
Increased
557
Reduced
617
Closed
92
Calls
$212M
Puts
$204M
Net Calls
+$7.95M
Net Calls Change
+$117M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$648M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$291M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$215M
4
BlackRock
BlackRock
New York
+$131M
5
PIF
Public Investment Fund
Saudi Arabia
+$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$422M
2
Wells Fargo
Wells Fargo
California
-$328M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$251M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$240M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$215M
Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
1101
Vaughan David Investments
Illinois
$515K – – –
CFGS
1102
Concourse Financial Group Securities
Alabama
$514K +$108K +756 +28%
ORI
1103
Oak Ridge Investments
Illinois
$512K -$144K -1,004 -23%
HA
1104
Hamel Associates
New Jersey
$510K – – –
PNAA
1105
Pictet North America Advisors
Switzerland
$510K – – –
DT
1106
Diversified Trust
Tennessee
$510K +$490K +3,423 New
HHAM
1107
HITE Hedge Asset Management
Massachusetts
$506K – – –
CA
1108
Capital Advantage
California
$505K – – –
M
1109
MOTCO
Texas
$505K +$51.8K +362 +12%
SHWM
1110
Silicon Hills Wealth Management
Texas
$504K – – –
OPS
1111
Orion Portfolio Solutions
Nebraska
$504K +$47.3K +330 +11%
MYLI
1112
Meiji Yasuda Life Insurance
Japan
$503K -$12.6K -88 -3%
PCI
1113
Pacifica Capital Investments
Texas
$503K – – –
CAI
1114
Capital Advisors Inc
Oklahoma
$502K – – –
PAS
1115
Park Avenue Securities
New York
$502K +$28.6K +200 +6%
WAP
1116
Wealthcare Advisory Partners
Pennsylvania
$501K -$3.01K -21 -0.6%
MFW
1117
Meristem Family Wealth
Minnesota
$497K -$13.7K -96 -3%
Koshinski Asset Management
1118
Koshinski Asset Management
Illinois
$497K – – –
IAIM
1119
International Assets Investment Management
Florida
$496K +$55K +384 +13%
SSW
1120
Smith Shellnut Wilson
Mississippi
$494K -$8.45K -59 -2%
EWM
1121
Endurance Wealth Management
Rhode Island
$494K – – –
PFG
1122
PAX Financial Group
Texas
$494K +$475K +3,319 New
CWM
1123
Connecticut Wealth Management
Connecticut
$491K – – –
V
1124
VeraBank
Texas
$491K – – –
WWM
1125
Western Wealth Management
Colorado
$489K +$15K +105 +3%
43 44
45
46 47

ADP Hedge Fund Activity: Q2 2020 in Review

1,594 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2020, worth a combined $51.6B — up 8.3% from $47.6B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new ADP positions and 92 closed out — a net gain of 35 holders — while 557 added to existing stakes and 617 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $648M. The largest seller was Bank of America, cutting an estimated $422M.

  • 1,594 institutional investors held Automatic Data Processing (ADP) as of Q2 2020, up from 1,573 in Q1 2020.
  • Funds reported $51.6B of Automatic Data Processing stock for Q2 2020, up 8.3% quarter-over-quarter.
  • 127 funds opened new Automatic Data Processing positions in Q2 2020 and 92 closed out, a net change of +35 holders.
  • The largest Automatic Data Processing buyer in Q2 2020 was Wellington Management Group, an estimated $648M added.
  • The largest Automatic Data Processing seller in Q2 2020 was Bank of America, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2020.