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Automatic Data Processing

1,564 hedge funds and large institutions have $48.4B invested in Automatic Data Processing in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 519 increasing their positions, 644 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 80.64%80.81% (+0.16%)

5% less call options, than puts

Call options by funds: $210M | Put options by funds: $221M

10% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 115

2% less funds holding

Funds holding: 1,5941,564 (-30)

6% less capital invested

Capital invested by funds: $51.6B → $48.4B (-$3.15B)

19% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 644

36% less funds holding in top 10

Funds holding in top 10: 5837 (-21)

Holders
1,564
Holders Change
-30
Holders Change %
-1.88%
% of All Funds
31.56%
Holding in Top 10
37
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-36.21%
% of All Funds
0.75%
New
104
Increased
519
Reduced
644
Closed
115
Calls
$210M
Puts
$221M
Net Calls
-$11.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ORI
1101
Oak Ridge Investments
Illinois
$476K -$3.5K -25 -0.7%
HHAM
1102
HITE Hedge Asset Management
Massachusetts
$474K
M
1103
MOTCO
Texas
$473K
BFA
1104
Beaumont Financial Advisors
Massachusetts
$472K -$42K -300 -8%
SHWM
1105
Silicon Hills Wealth Management
Texas
$472K
IAIM
1106
International Assets Investment Management
Florida
$472K +$7.57K +54 +2%
TI
1107
tru Independence
Oregon
$471K -$252K -1,795 -35%
WAP
1108
Wealthcare Advisory Partners
Pennsylvania
$470K +$981 +7 +0.2%
WWM
1109
Western Wealth Management
Colorado
$469K +$9.53K +68 +2%
PAS
1110
Park Avenue Securities
New York
$468K -$1.82K -13 -0.4%
Verition Fund Management
1111
Verition Fund Management
Connecticut
$468K +$470K +3,354 New
MFW
1112
Meristem Family Wealth
Minnesota
$465K
RG
1113
Rikoon Group
New Mexico
$463K -$21.9K -156 -5%
CCT
1114
Chemung Canal Trust
New York
$461K +$98.1K +700 +27%
V
1115
VeraBank
Texas
$460K
EWM
1116
Endurance Wealth Management
Rhode Island
$458K -$4.62K -33 -1%
BMM
1117
Buffington Mohr McNeal
Idaho
$452K
WPW
1118
Waldron Private Wealth
Pennsylvania
$450K +$39.1K +279 +10%
AFG
1119
Albion Financial Group
Utah
$449K
AW
1120
Alpha Windward
Massachusetts
$449K +$29.1K +208 +7%
BFA
1121
Beacon Financial Advisory
Ohio
$446K +$448K +3,200 New
FHA
1122
Flagship Harbor Advisors
Massachusetts
$445K -$47.1K -336 -10%
PCI
1123
Pacifica Capital Investments
Texas
$442K -$29.6K -211 -6%
APW
1124
Aurora Private Wealth
New Jersey
$442K +$4.91K +35 +1%
BWP
1125
Bernardo Wealth Planning
Pennsylvania
$441K -$5.04K -36 -1%

ADP Hedge Fund Activity: Q3 2020 in Review

1,564 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2020, worth a combined $48.4B — down 6.1% from $51.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of ADP and 104 opened new positions — a net loss of 11 holders — while 644 trimmed existing stakes and 519 added.

The largest buyer was Harris Associates, adding an estimated $287M. The largest seller was Polen Capital Management, cutting an estimated $795M.

  • 1,564 institutional investors held Automatic Data Processing (ADP) as of Q3 2020, down from 1,594 in Q2 2020.
  • Funds reported $48.4B of Automatic Data Processing stock for Q3 2020, down 6.1% quarter-over-quarter.
  • 104 funds opened new Automatic Data Processing positions in Q3 2020 and 115 closed out, a net change of -11 holders.
  • The largest Automatic Data Processing buyer in Q3 2020 was Harris Associates, an estimated $287M added.
  • The largest Automatic Data Processing seller in Q3 2020 was Polen Capital Management, an estimated $795M sold.

Based on aggregated 13F filings for Q3 2020.