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Automatic Data Processing

1,749 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 624 increasing their positions, 653 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 74

0% less capital invested

Capital invested by funds: $66.9B → $66.9B (-$49M)

0% less funds holding

Funds holding: 1,7511,749 (-2)

0.41% less ownership

Funds ownership: 79.81%79.4% (-0.41%)

4% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 653

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

28% less call options, than puts

Call options by funds: $320M | Put options by funds: $443M

Holders
1,749
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
30.61%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
1.05%
New
91
Increased
624
Reduced
653
Closed
74
Calls
$320M
Puts
$443M
Net Calls
-$123M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
1126
Thompson Siegel & Walmsley
Virginia
$704K
AAIM
1127
Asset Advisors Investment Management
Georgia
$700K
SFS
1128
Strategic Financial Services
New York
$693K
NQWM
1129
Northwest Quadrant Wealth Management
Oregon
$692K -$111K -537 -13%
BPC
1130
Banque Pictet & Cie
Switzerland
$685K
PNAA
1131
Pictet North America Advisors
Switzerland
$685K
HHAM
1132
HITE Hedge Asset Management
Massachusetts
$680K
O
1133
Ossiam
France
$679K +$190K +920 +37%
M
1134
MOTCO
Texas
$677K -$15.9K -77 -2%
MSR
1135
Main Street Research
Connecticut
$672K -$22.7K -110 -3%
SFA
1136
Souders Financial Advisors
Ohio
$672K +$5.15K +25 +0.7%
BAM
1137
Belpointe Asset Management
Nevada
$670K +$61.6K +299 +10%
BEAM
1138
Baker Ellis Asset Management
Washington
$669K +$105K +510 +18%
FNBOO
1139
First National Bank of Omaha
Nebraska
$668K -$199K -964 -22%
FAM
1140
Fulcrum Asset Management
United Kingdom
$668K
DCM
1141
Dupont Capital Management
Delaware
$667K -$1.73M -8,387 -72%
CWM
1142
Connecticut Wealth Management
Connecticut
$665K +$3.71K +18 +0.5%
V
1143
VeraBank
Texas
$662K
Lido Advisors
1144
Lido Advisors
California
$658K +$208K +1,008 +44%
SA
1145
SL Advisors
New Jersey
$655K -$7.83K -38 -1%
OIM
1146
Orca Investment Management
Oregon
$654K -$60.6K -294 -8%
RVPG
1147
Relative Value Partners Group
$643K
SSW
1148
Smith Shellnut Wilson
Mississippi
$641K
BMM
1149
Buffington Mohr McNeal
Idaho
$640K
KPW
1150
Kore Private Wealth
New York
$640K +$118K +572 +22%

ADP Hedge Fund Activity: Q3 2021 in Review

1,749 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2021, worth a combined $66.9B — down 0.07% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ADP positions and 74 closed out — a net gain of 17 holders — while 624 added to existing stakes and 653 trimmed.

The largest buyer was UBS AM, adding an estimated $205M. The largest seller was Wellington Management Group, cutting an estimated $717M.

  • 1,749 institutional investors held Automatic Data Processing (ADP) as of Q3 2021, down from 1,751 in Q2 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q3 2021, down 0.07% quarter-over-quarter.
  • 91 funds opened new Automatic Data Processing positions in Q3 2021 and 74 closed out, a net change of +17 holders.
  • The largest Automatic Data Processing buyer in Q3 2021 was UBS AM, an estimated $205M added.
  • The largest Automatic Data Processing seller in Q3 2021 was Wellington Management Group, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2021.