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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
BFA
1176
Beacon Financial Advisory
Ohio
$583K -$58.3K -300 -9%
BCM
1177
Brasada Capital Management
Texas
$582K
SIC
1178
Salem Investment Counselors
North Carolina
$580K
NL
1179
NWAM LLC
Washington
$577K
SCA
1180
Stokes Capital Advisors
South Carolina
$576K +$564K +2,900 New
WP
1181
WealthSource Partners
California
$573K +$389 +2 +0.1%
MWA
1182
Meridian Wealth Advisors
Texas
$573K +$32.1K +165 +6%
RW
1183
Rede Wealth
Virginia
$571K -$194 -1 -0%
FB
1184
Fulton Bank
Pennsylvania
$568K -$50.5K -260 -8%
PWMG
1185
Pinnacle Wealth Management Group
Michigan
$567K +$555K +2,856 New
DA
1186
Detalus Advisors
Missouri
$565K +$3.89K +20 +0.7%
PCP
1187
Proficio Capital Partners
Massachusetts
$564K -$194 -1 -0%
AA
1188
Argent Advisors
Louisiana
$564K
GC
1189
Grimes & Company
Massachusetts
$561K
CRIG
1190
Charter Research & Investment Group
Connecticut
$553K
BDF
1191
Balasa Dinverno & Foltz
$552K +$1.17K +6 +0.2%
BEAM
1192
Baker Ellis Asset Management
Washington
$550K
MFG
1193
Merit Financial Group
Georgia
$547K +$389 +2 +0.1%
WA
1194
Wealth Alliance
New York
$541K -$38.5K -198 -7%
PCI
1195
Pacifica Capital Investments
Texas
$541K
CRWM
1196
Castle Rock Wealth Management
California
$541K +$9.91K +51 +2%
PL
1197
Plancorp LLC
Missouri
$539K
CSPIA
1198
Cary Street Partners Investment Advisory
Virginia
$538K +$213K +1,098 +68%
EWA
1199
Exencial Wealth Advisors
Oklahoma
$537K +$121K +622 +30%
WA
1200
Wealth Architects
California
$537K +$526K +2,705 New

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.