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Automatic Data Processing
ADP

1,725 hedge funds and large institutions have $64B invested in Automatic Data Processing in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 607 increasing their positions, 673 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $361M | Put options by funds: $238M

47% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $60B → $64B (+$3.95B)

2% more funds holding in top 10

Funds holding in top 10: 66 → 67 (+1)

1% more funds holding

Funds holding: 1,706 → 1,725 (+19)

0.19% more ownership

Funds ownership: 79.66% → 79.85% (+0.19%)

10% less repeat investments, than reductions

Existing positions increased: 607 | Existing positions reduced: 673

Holders
1,725
Holders Change
+19
Holders Change %
+1.11%
% of All Funds
30.29%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.18%
New
129
Increased
607
Reduced
673
Closed
88
Calls
$361M
Puts
$238M
Net Calls
+$123M
Net Calls Change
+$69.2M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$552M
2
First Trust Advisors
First Trust Advisors
Illinois
+$180M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$155M
4
EAM
Eagle Asset Management
Florida
+$132M
5
BI
BlueSpruce Investments
Illinois
+$116M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$211M
2
Wells Fargo
Wells Fargo
California
-$167M
3
Nomura Holdings
Nomura Holdings
Japan
-$166M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$142M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1101
Orca Investment Management
Oregon
$676K -$37K -213 -6%
PFG
1102
PAX Financial Group
Texas
$676K +$29K +167 +5%
CA
1103
Cornerstone Advisory
Maryland
$672K -$180K -1,040 -23%
TSW
1104
Thompson Siegel & Walmsley
Virginia
$666K +$1.74K +10 +0.3%
AAIM
1105
Asset Advisors Investment Management
Georgia
$663K – – –
CGL
1106
Clarius Group LLC
Washington
$662K +$31.9K +184 +6%
ER
1107
Enlightenment Research
Florida
$660K +$607K +3,500 New
IMRF
1108
Illinois Municipal Retirement Fund
Illinois
$659K – – –
Jones Financial Companies
1109
Jones Financial Companies
Missouri
$658K -$43K -248 -7%
SFS
1110
Strategic Financial Services
New York
$658K -$7.81K -45 -1%
PB
1111
Pinnacle Bancorp
Nebraska
$657K – – –
CCM
1112
Coldstream Capital Management
Washington
$655K -$3.4M -19,589 -85%
WWM
1113
Windsor Wealth Management
Indiana
$654K +$230K +1,327 +62%
TAM
1114
Trust Asset Management
Texas
$652K +$107K +614 +22%
CA
1115
Capital Advantage
California
$648K – – –
MOS
1116
MGO One Seven
Ohio
$648K +$81.9K +472 +16%
PNAA
1117
Pictet North America Advisors
Switzerland
$646K – – –
CCP
1118
Clarkston Capital Partners
Michigan
$646K +$594K +3,425 New
STB
1119
S&T Bank
Pennsylvania
$642K +$1.74K +10 +0.3%
HHAM
1120
HITE Hedge Asset Management
Massachusetts
$641K – – –
TNB
1121
Thomasville National Bank
Georgia
$636K +$40.4K +233 +5%
MSR
1122
Main Street Research
Connecticut
$633K -$31.9K -184 -5%
SBSB
1123
Sullivan, Bruyette, Speros & Blaney
Virginia
$630K +$136K +785 +31%
MFW
1124
Meristem Family Wealth
Minnesota
$629K -$578K -3,330 -50%
SA
1125
SL Advisors
New Jersey
$629K -$30.5K -176 -5%
43 44
45
46 47

ADP Hedge Fund Activity: Q1 2021 in Review

1,725 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2021, worth a combined $64B — up 6.6% from $60B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new ADP positions and 88 closed out — a net gain of 41 holders — while 607 added to existing stakes and 673 trimmed.

The largest buyer was Charles Schwab, adding an estimated $552M. The largest seller was JP Morgan Chase, cutting an estimated $211M.

  • 1,725 institutional investors held Automatic Data Processing (ADP) as of Q1 2021, up from 1,706 in Q4 2020.
  • Funds reported $64B of Automatic Data Processing stock for Q1 2021, up 6.6% quarter-over-quarter.
  • 129 funds opened new Automatic Data Processing positions in Q1 2021 and 88 closed out, a net change of +41 holders.
  • The largest Automatic Data Processing buyer in Q1 2021 was Charles Schwab, an estimated $552M added.
  • The largest Automatic Data Processing seller in Q1 2021 was JP Morgan Chase, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2021.