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Automatic Data Processing
ADP

Overview Fund Activity

1,743 hedge funds and large institutions have $66.8B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 593 increasing their positions, 669 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,743
Holders Change
+25
Holders Change %
+1.46%
% of All Funds
30.43%
Holding in Top 10
62
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.06%
% of All Funds
1.08%
New
117
Increased
593
Reduced
669
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$7.54B
2
Capital Research Global Investors
Capital Research Global Investors
California
$622M
3
Charles Schwab
Charles Schwab
California
$1.1B
4
UBS AM
UBS AM
Illinois
$512M
5
BI
BlueSpruce Investments
Illinois
$417M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$550M
2
AllianceBernstein
AllianceBernstein
Tennessee
$2.07B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$346M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$2.48B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.97B
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1151
Wambolt & Associates
Colorado
$611K +$92.1K +461 +18%
MWM
1152
Minot Wealth Management
Massachusetts
$609K -$385K -1,886 -39%
HWMG
1153
Hurlow Wealth Management Group
Indiana
$606K -$2.19K -11 -0.4%
FHA
1154
Flagship Harbor Advisors
Massachusetts
$606K -$1.79K -9 -0.3%
BAM
1155
Belpointe Asset Management
Nevada
$606K +$249K +1,254 +70%
EVM
1156
Evelyn V. Moreno
$600K -$195K -980 -24%
GFPC
1157
Global Financial Private Client
Florida
$600K +$210K +1,053 +54%
CP
1158
Castleview Partners
Texas
$598K +$598K +3,011 New
HI
1159
Hoey Investments
Pennsylvania
$596K – – –
WS
1160
Wedbush Securities
California
$596K +$5.76K +29 +1%
WA
1161
WestEnd Advisors
North Carolina
$595K – – –
FMWA
1162
Forvis Mazars Wealth Advisors
Missouri
$595K +$1.79K +9 +0.3%
JAG
1163
Journey Advisory Group
Kentucky
$592K +$126K +634 +27%
CFSG
1164
Community Financial Services Group
Vermont
$591K +$993 +5 +0.2%
EWM
1165
Evermay Wealth Management
Virginia
$589K – – –
EAM
1166
Evanson Asset Management
California
$586K – – –
GEA
1167
Glen Eagle Advisors
New Jersey
$585K +$158K +796 +37%
AIM
1168
Alhambra Investment Management
Florida
$585K – – –
SS
1169
Simplicity Solutions
Minnesota
$585K +$137K +689 +31%
OFG
1170
Oxford Financial Group
Indiana
$584K +$53.6K +270 +10%
BFA
1171
Beacon Financial Advisory
Ohio
$583K -$59.6K -300 -9%
BCM
1172
Brasada Capital Management
Texas
$582K – – –
SIC
1173
Salem Investment Counselors
North Carolina
$580K – – –
NL
1174
NWAM LLC
Washington
$577K – – –
SCA
1175
Stokes Capital Advisors
South Carolina
$576K +$576K +2,900 New
45 46
47
48 49