ADP icon

Automatic Data Processing
ADP

Overview Fund Activity

1,718 hedge funds and large institutions have $63.8B invested in Automatic Data Processing in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 603 increasing their positions, 672 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,718
Holders Change
+19
Holders Change %
+1.12%
% of All Funds
30.25%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
1.16%
New
129
Increased
603
Reduced
672
Closed
88
Calls
$361M
Puts
$238M
Net Calls
+$123M
Net Calls Change
+$69.2M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$599M
2
First Trust Advisors
First Trust Advisors
Illinois
+$195M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$168M
4
EAM
Eagle Asset Management
Florida
+$144M
5
BI
BlueSpruce Investments
Illinois
+$126M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$229M
2
Wells Fargo
Wells Fargo
California
-$182M
3
Nomura Holdings
Nomura Holdings
Japan
-$166M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$155M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRIG
1176
Charter Research & Investment Group
Connecticut
$525K – – –
PF
1177
Phoenix Financial
Israel
$523K +$242K +1,286 +86%
BDF
1178
Balasa Dinverno & Foltz
$522K -$20.1K -107 -4%
BEAM
1179
Baker Ellis Asset Management
Washington
$522K – – –
NAM
1180
NorthCoast Asset Management
Connecticut
$521K +$2.45K +13 +0.5%
MFG
1181
Merit Financial Group
Georgia
$518K -$30.7K -163 -6%
BCM
1182
Brookstone Capital Management
Illinois
$516K -$38.1K -202 -7%
EFSCE
1183
Enterprise Financial Services Corp (EFSC)
Missouri
$515K +$3.58K +19 +0.7%
KFA
1184
Kelleher Financial Advisors
New York
$514K +$213K +1,128 +71%
PCI
1185
Pacifica Capital Investments
Texas
$513K – – –
MWA
1186
Meridian Wealth Advisors
Texas
$513K – – –
PL
1187
Plancorp LLC
Missouri
$511K +$188 +1 +0%
BPA
1188
Beacon Pointe Advisors
California
$511K +$511K +2,699 New
SCM
1189
Salem Capital Management
Massachusetts
$509K – – –
LCM
1190
Laurion Capital Management
New York
$509K +$509K +2,700 New
ACM
1191
Aljian Capital Management
Nevada
$508K -$1.13K -6 -0.2%
BAM
1192
Brave Asset Management
New Jersey
$505K – – –
LAM
1193
LifePro Asset Management
California
$504K – – –
OFG
1194
Oxford Financial Group
Indiana
$503K -$49.4K -262 -9%
SWP
1195
Summit Wealth Partners
Florida
$499K – – –
PGIM
1196
Pacific Global Investment Management
California
$499K -$565 -3 -0.1%
BW
1197
Bison Wealth
Georgia
$498K -$155K -822 -24%
WA
1198
Wambolt & Associates
Colorado
$492K – – –
JWM
1199
Jeppson Wealth Management
California
$490K -$1.88K -10 -0.4%
IFWM
1200
Institute for Wealth Management
Colorado
$487K +$28.2K +150 +6%
46 47
48
49 50