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Automatic Data Processing
ADP

Overview Fund Activity

1,743 hedge funds and large institutions have $66.8B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 593 increasing their positions, 669 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,743
Holders Change
+25
Holders Change %
+1.46%
% of All Funds
30.43%
Holding in Top 10
62
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.06%
% of All Funds
1.08%
New
117
Increased
593
Reduced
669
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$7.54B
2
Capital Research Global Investors
Capital Research Global Investors
California
$622M
3
Charles Schwab
Charles Schwab
California
$1.1B
4
UBS AM
UBS AM
Illinois
$512M
5
BI
BlueSpruce Investments
Illinois
$417M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$550M
2
AllianceBernstein
AllianceBernstein
Tennessee
$2.07B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$346M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$2.48B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.97B
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
1176
WealthSource Partners
California
$573K +$397 +2 +0.1%
MWA
1177
Meridian Wealth Advisors
Texas
$573K +$32.8K +165 +6%
RW
1178
Rede Wealth
Virginia
$571K -$198 -1 -0%
FB
1179
Fulton Bank
Pennsylvania
$568K -$51.6K -260 -8%
PWMG
1180
Pinnacle Wealth Management Group
Michigan
$567K +$567K +2,856 New
DA
1181
Detalus Advisors
Missouri
$565K +$3.97K +20 +0.7%
PCP
1182
Proficio Capital Partners
Massachusetts
$564K -$199 -1 -0%
AA
1183
Argent Advisors
Louisiana
$564K – – –
GC
1184
Grimes & Company
Massachusetts
$561K – – –
CRIG
1185
Charter Research & Investment Group
Connecticut
$553K – – –
BDF
1186
Balasa Dinverno & Foltz
$552K +$1.19K +6 +0.2%
BEAM
1187
Baker Ellis Asset Management
Washington
$550K – – –
MFG
1188
Merit Financial Group
Georgia
$547K +$398 +2 +0.1%
WA
1189
Wealth Alliance
New York
$541K -$39.3K -198 -7%
PCI
1190
Pacifica Capital Investments
Texas
$541K – – –
CRWM
1191
Castle Rock Wealth Management
California
$541K +$11K +51 +2%
PL
1192
Plancorp LLC
Missouri
$539K – – –
CSPIA
1193
Cary Street Partners Investment Advisory
Virginia
$538K +$218K +1,098 +68%
EWA
1194
Exencial Wealth Advisors
Oklahoma
$537K +$124K +622 +30%
WA
1195
Wealth Architects
California
$537K +$537K +2,705 New
MCM
1196
McRae Capital Management
New Jersey
$536K +$59.6K +300 +13%
BAM
1197
Brave Asset Management
New Jersey
$535K +$2.58K +13 +0.5%
LAM
1198
LifePro Asset Management
California
$531K +$199 +1 +0%
NB
1199
Northwest Bancshares
Pennsylvania
$530K -$45.7K -230 -8%
SWP
1200
Summit Wealth Partners
Florida
$526K – – –
46 47
48
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