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Automatic Data Processing

1,706 hedge funds and large institutions have $60B invested in Automatic Data Processing in 2020 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 549 increasing their positions, 635 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 72

78% more funds holding in top 10

Funds holding in top 10: 3766 (+29)

30% more call options, than puts

Call options by funds: $236M | Put options by funds: $182M

24% more capital invested

Capital invested by funds: $48.4B → $60B (+$11.6B)

9% more funds holding

Funds holding: 1,5641,706 (+142)

1.14% less ownership

Funds ownership: 80.81%79.66% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 635

Holders
1,706
Holders Change
+142
Holders Change %
+9.08%
% of All Funds
30.19%
Holding in Top 10
66
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+78.38%
% of All Funds
1.17%
New
233
Increased
549
Reduced
635
Closed
72
Calls
$236M
Puts
$182M
Net Calls
+$54.2M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1176
Almanack Investment Partners
Pennsylvania
$512K +$80K +487 +20%
BDF
1177
Balasa Dinverno & Foltz
$507K +$21.8K +133 +5%
CI
1178
CX Institutional
Indiana
$506K +$61.4K +374 +15%
BOCM
1179
Bontempo Ohly Capital Management
Maryland
$501K +$35.8K +218 +8%
TAM
1180
Trust Asset Management
Texas
$501K +$107K +654 +30%
AA
1181
Argent Advisors
Louisiana
$500K -$1.48K -9 -0.3%
MCC
1182
Money Concepts Capital
Florida
$499K +$465K +2,831 New
DA
1183
Detalus Advisors
Missouri
$491K +$148K +900 +48%
CRIG
1184
Charter Research & Investment Group
Connecticut
$490K
GC
1185
Grimes & Company
Massachusetts
$490K
BEAM
1186
Baker Ellis Asset Management
Washington
$488K -$3.29K -20 -0.7%
LFA
1187
Legacy Financial Advisors
Kentucky
$486K -$10.8K -66 -2%
ANBT
1188
American National Bank & Trust
Texas
$485K -$5.1M -31,034 -92%
NAM
1189
NorthCoast Asset Management
Connecticut
$485K -$898K -5,467 -67%
CF
1190
Centaurus Financial
California
$484K +$41.2K +251 +10%
QPWM
1191
Quadrant Private Wealth Management
Pennsylvania
$482K -$9.69K -59 -2%
EWA
1192
Exencial Wealth Advisors
Oklahoma
$482K +$12.5K +76 +3%
PCI
1193
Pacifica Capital Investments
Texas
$480K -$73.3K -446 -14%
MWA
1194
Meridian Wealth Advisors
Texas
$479K -$12.3K -75 -3%
EFSCE
1195
Enterprise Financial Services Corp (EFSC)
Missouri
$478K -$68.2K -415 -13%
PL
1196
Plancorp LLC
Missouri
$478K +$21.7K +132 +5%
CWC
1197
Carolinas Wealth Consulting
North Carolina
$477K +$4.43K +27 +1%
SWM
1198
SVA Wealth Management
Wisconsin
$477K +$55.2K +336 +14%
SCM
1199
Salem Capital Management
Massachusetts
$476K
ACM
1200
Aljian Capital Management
Nevada
$476K +$84.9K +517 +24%

ADP Hedge Fund Activity: Q4 2020 in Review

1,706 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2020, worth a combined $60B — up 24% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new ADP positions and 72 closed out — a net gain of 161 holders — while 549 added to existing stakes and 635 trimmed.

The largest buyer was Capital World Investors, adding an estimated $687M. The largest seller was Ameriprise, cutting an estimated $251M.

  • 1,706 institutional investors held Automatic Data Processing (ADP) as of Q4 2020, up from 1,564 in Q3 2020.
  • Funds reported $60B of Automatic Data Processing stock for Q4 2020, up 24% quarter-over-quarter.
  • 233 funds opened new Automatic Data Processing positions in Q4 2020 and 72 closed out, a net change of +161 holders.
  • The largest Automatic Data Processing buyer in Q4 2020 was Capital World Investors, an estimated $687M added.
  • The largest Automatic Data Processing seller in Q4 2020 was Ameriprise, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2020.