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Automatic Data Processing

1,564 hedge funds and large institutions have $48.4B invested in Automatic Data Processing in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 519 increasing their positions, 644 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 80.64%80.81% (+0.16%)

5% less call options, than puts

Call options by funds: $210M | Put options by funds: $221M

10% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 115

2% less funds holding

Funds holding: 1,5941,564 (-30)

6% less capital invested

Capital invested by funds: $51.6B → $48.4B (-$3.15B)

19% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 644

36% less funds holding in top 10

Funds holding in top 10: 5837 (-21)

Holders
1,564
Holders Change
-30
Holders Change %
-1.88%
% of All Funds
31.56%
Holding in Top 10
37
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-36.21%
% of All Funds
0.75%
New
104
Increased
519
Reduced
644
Closed
115
Calls
$210M
Puts
$221M
Net Calls
-$11.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1176
Evergreen Capital Management
Washington
$377K -$16K -114 -4%
SCM
1177
Salem Capital Management
Massachusetts
$377K
HWA
1178
Heritage Wealth Advisors
Virginia
$377K
SSI
1179
Scott & Selber Inc
Texas
$375K
CWC
1180
Carolinas Wealth Consulting
North Carolina
$375K +$122K +871 +48%
BAM
1181
Brave Asset Management
New Jersey
$374K -$42K -300 -10%
CAG
1182
Csenge Advisory Group
Florida
$373K -$14.4K -103 -4%
MWM
1183
Minot Wealth Management
Massachusetts
$372K -$187K -1,333 -33%
PAG
1184
Pinnacle Advisory Group
Maryland
$372K
OFG
1185
Oxford Financial Group
Indiana
$371K -$61.2K -437 -14%
WA
1186
Wambolt & Associates
Colorado
$371K -$42.9K -306 -10%
EWA
1187
Exencial Wealth Advisors
Oklahoma
$371K -$1.82K -13 -0.5%
SWP
1188
Summit Wealth Partners
Florida
$370K
PGIM
1189
Pacific Global Investment Management
California
$369K +$12.9K +92 +4%
BOCM
1190
Bontempo Ohly Capital Management
Maryland
$366K +$55.2K +394 +18%
JWM
1191
Jeppson Wealth Management
California
$365K +$366K +2,615 New
FDCDDQ
1192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$364K -$9.95K -71 -3%
HIM
1193
Hotaling Investment Management
Pennsylvania
$364K -$4.62K -33 -1%
1WA
1194
180 Wealth Advisors
Washington
$364K +$14.4K +103 +4%
SMH
1195
Sanders Morris Harris
Texas
$364K +$343K +2,450 New
FA
1196
FCG Advisors
New Jersey
$362K +$57K +407 +19%
QT
1197
Quantamental Technologies
New York
$361K -$205K -1,462 -36%
WS
1198
Wedbush Securities
California
$360K -$164K -1,170 -31%
PL
1199
Plancorp LLC
Missouri
$360K -$71K -507 -16%
Los Angeles Capital Management
1200
Los Angeles Capital Management
California
$359K -$14M -99,998 -97%

ADP Hedge Fund Activity: Q3 2020 in Review

1,564 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2020, worth a combined $48.4B — down 6.1% from $51.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of ADP and 104 opened new positions — a net loss of 11 holders — while 644 trimmed existing stakes and 519 added.

The largest buyer was Harris Associates, adding an estimated $287M. The largest seller was Polen Capital Management, cutting an estimated $795M.

  • 1,564 institutional investors held Automatic Data Processing (ADP) as of Q3 2020, down from 1,594 in Q2 2020.
  • Funds reported $48.4B of Automatic Data Processing stock for Q3 2020, down 6.1% quarter-over-quarter.
  • 104 funds opened new Automatic Data Processing positions in Q3 2020 and 115 closed out, a net change of -11 holders.
  • The largest Automatic Data Processing buyer in Q3 2020 was Harris Associates, an estimated $287M added.
  • The largest Automatic Data Processing seller in Q3 2020 was Polen Capital Management, an estimated $795M sold.

Based on aggregated 13F filings for Q3 2020.