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Automatic Data Processing

1,750 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 596 increasing their positions, 672 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 73

34% more call options, than puts

Call options by funds: $322M | Put options by funds: $240M

1% more funds holding

Funds holding: 1,7251,750 (+25)

5% more capital invested

Capital invested by funds: $64B → $66.9B (+$2.96B)

0.04% less ownership

Funds ownership: 79.85%79.81% (-0.04%)

6% less funds holding in top 10

Funds holding in top 10: 6763 (-4)

11% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 672

Holders
1,750
Holders Change
+25
Holders Change %
+1.45%
% of All Funds
30.46%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
1.1%
New
117
Increased
596
Reduced
672
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1151
Jones Financial Companies
Missouri
$620K -$71.5K -368 -11%
LSAG
1152
Lake Street Advisors Group
New Hampshire
$620K -$972 -5 -0.2%
OIA
1153
OneDigital Investment Advisors
Kansas
$620K +$142K +733 +31%
MSFS
1154
Main Street Financial Solutions
Pennsylvania
$617K -$12K -62 -2%
WWM
1155
Windsor Wealth Management
Indiana
$613K -$74.6K -384 -11%
WA
1156
Wambolt & Associates
Colorado
$611K +$89.6K +461 +18%
MWM
1157
Minot Wealth Management
Massachusetts
$609K -$367K -1,886 -39%
HWMG
1158
Hurlow Wealth Management Group
Indiana
$606K -$2.14K -11 -0.4%
FHA
1159
Flagship Harbor Advisors
Massachusetts
$606K -$1.75K -9 -0.3%
BAM
1160
Belpointe Asset Management
Nevada
$606K +$244K +1,254 +70%
EVM
1161
Evelyn V. Moreno
$600K -$190K -980 -24%
GFPC
1162
Global Financial Private Client
Florida
$600K +$205K +1,053 +54%
CP
1163
Castleview Partners
Texas
$598K +$585K +3,011 New
HI
1164
Hoey Investments
Pennsylvania
$596K
WS
1165
Wedbush Securities
California
$596K +$5.63K +29 +1%
WA
1166
WestEnd Advisors
North Carolina
$595K
FMWA
1167
Forvis Mazars Wealth Advisors
Missouri
$595K +$1.75K +9 +0.3%
JAG
1168
Journey Advisory Group
Kentucky
$592K +$123K +634 +27%
CFSG
1169
Community Financial Services Group
Vermont
$591K +$972 +5 +0.2%
EWM
1170
Evermay Wealth Management
Virginia
$589K
EAM
1171
Evanson Asset Management
California
$586K
GEA
1172
Glen Eagle Advisors
New Jersey
$585K +$155K +796 +37%
AIM
1173
Alhambra Investment Management
Florida
$585K
SS
1174
Simplicity Solutions
Minnesota
$585K +$134K +689 +31%
OFG
1175
Oxford Financial Group
Indiana
$584K +$52.5K +270 +10%

ADP Hedge Fund Activity: Q2 2021 in Review

1,750 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2021, worth a combined $66.9B — up 4.6% from $64B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ADP positions and 73 closed out — a net gain of 44 holders — while 596 added to existing stakes and 672 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $154M. The largest seller was JP Morgan Chase, cutting an estimated $280M.

  • 1,750 institutional investors held Automatic Data Processing (ADP) as of Q2 2021, up from 1,725 in Q1 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 117 funds opened new Automatic Data Processing positions in Q2 2021 and 73 closed out, a net change of +44 holders.
  • The largest Automatic Data Processing buyer in Q2 2021 was Traphagen Investment Advisors, an estimated $154M added.
  • The largest Automatic Data Processing seller in Q2 2021 was JP Morgan Chase, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2021.