We are live on ! Find out more
ADP icon

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
TCOO
1151
Trust Company of Oklahoma
Oklahoma
$637K -$81.8K -397 -11%
EWM
1152
Endurance Wealth Management
Rhode Island
$636K -$5.15K -25 -0.8%
GFPC
1153
Global Financial Private Client
Florida
$633K +$27.2K +132 +4%
ACM
1154
Argyle Capital Management
Pennsylvania
$632K
LIP
1155
Liontrust Investment Partners
United Kingdom
$630K +$649K +3,150 New
PB
1156
Pinnacle Bancorp
Nebraska
$627K -$72.1K -350 -10%
RB
1157
Rodgers Brothers
Pennsylvania
$627K
OIA
1158
OneDigital Investment Advisors
Kansas
$627K +$3.5K +17 +0.5%
BWP
1159
BSW Wealth Partners
Colorado
$627K +$203K +985 +46%
WWM
1160
Windsor Wealth Management
Indiana
$625K +$1.65K +8 +0.3%
SIC
1161
Salem Investment Counselors
North Carolina
$624K +$41.2K +200 +7%
WA
1162
Wambolt & Associates
Colorado
$623K +$5.56K +27 +0.9%
APW
1163
Aurora Private Wealth
New Jersey
$620K -$618K -3,000 -49%
CCT
1164
Chemung Canal Trust
New York
$620K -$14.6K -71 -2%
WP
1165
WMS Partners
Maryland
$616K -$26.8K -130 -4%
MFG
1166
Merit Financial Group
Georgia
$616K +$67.4K +327 +12%
B
1167
Barings
North Carolina
$611K -$229K -1,111 -27%
MWM
1168
Minot Wealth Management
Massachusetts
$609K +$11.9K +58 +2%
IA
1169
IAM Advisory
Pennsylvania
$608K +$615K +2,984 New
FHA
1170
Flagship Harbor Advisors
Massachusetts
$606K
WP
1171
WealthSource Partners
California
$603K +$27K +131 +5%
HI
1172
Hoey Investments
Pennsylvania
$600K
WA
1173
WestEnd Advisors
North Carolina
$599K
LFAS
1174
Level Four Advisory Services
Texas
$598K -$350K -1,698 -36%
FMWA
1175
Forvis Mazars Wealth Advisors
Missouri
$598K -$618 -3 -0.1%

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.