We are live on ! Find out more
ADP icon

Automatic Data Processing

1,749 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 624 increasing their positions, 653 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 74

0% less capital invested

Capital invested by funds: $66.9B → $66.9B (-$49M)

0% less funds holding

Funds holding: 1,7511,749 (-2)

0.41% less ownership

Funds ownership: 79.81%79.4% (-0.41%)

4% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 653

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

28% less call options, than puts

Call options by funds: $320M | Put options by funds: $443M

Holders
1,749
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
30.61%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
1.05%
New
91
Increased
624
Reduced
653
Closed
74
Calls
$320M
Puts
$443M
Net Calls
-$123M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
1176
Hurlow Wealth Management Group
Indiana
$594K -$16.5K -80 -3%
EWM
1177
Evermay Wealth Management
Virginia
$592K
WS
1178
Wedbush Securities
California
$590K -$9.68K -47 -2%
CSPIA
1179
Cary Street Partners Investment Advisory
Virginia
$590K +$50.1K +243 +9%
AIM
1180
Alhambra Investment Management
Florida
$589K
CFSG
1181
Community Financial Services Group
Vermont
$586K -$9.27K -45 -2%
BCM
1182
Brasada Capital Management
Texas
$586K
RW
1183
Rede Wealth
Virginia
$584K +$9.89K +48 +2%
EAM
1184
Evanson Asset Management
California
$583K
SCA
1185
Stokes Capital Advisors
South Carolina
$580K
AIL
1186
AGF Investments LLC
Ontario, Canada
$577K -$62.8K -305 -10%
MWA
1187
Meridian Wealth Advisors
Texas
$577K
EF
1188
Empowered Funds
Pennsylvania
$577K +$252K +1,222 +73%
FMLI
1189
Fukoku Mutual Life Insurance
Japan
$576K +$98.9K +480 +20%
NL
1190
NWAM LLC
Washington
$575K -$5.15K -25 -0.9%
KW
1191
KWB Wealth
California
$575K +$593K +2,878 New
PWMG
1192
Pinnacle Wealth Management Group
Michigan
$571K
GC
1193
Grimes & Company
Massachusetts
$571K +$6.8K +33 +1%
Jones Financial Companies
1194
Jones Financial Companies
Missouri
$568K -$57.7K -280 -9%
AA
1195
Argent Advisors
Louisiana
$568K
CRWM
1196
Castle Rock Wealth Management
California
$568K
WA
1197
Wealth Alliance
New York
$567K +$22.9K +111 +4%
DA
1198
Detalus Advisors
Missouri
$564K -$5.15K -25 -0.9%
CWP
1199
Capital Wealth Planning
Florida
$562K -$298K -1,446 -34%
PF
1200
Phoenix Financial
Israel
$560K +$579K +2,811 New

ADP Hedge Fund Activity: Q3 2021 in Review

1,749 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2021, worth a combined $66.9B — down 0.07% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ADP positions and 74 closed out — a net gain of 17 holders — while 624 added to existing stakes and 653 trimmed.

The largest buyer was UBS AM, adding an estimated $205M. The largest seller was Wellington Management Group, cutting an estimated $717M.

  • 1,749 institutional investors held Automatic Data Processing (ADP) as of Q3 2021, down from 1,751 in Q2 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q3 2021, down 0.07% quarter-over-quarter.
  • 91 funds opened new Automatic Data Processing positions in Q3 2021 and 74 closed out, a net change of +17 holders.
  • The largest Automatic Data Processing buyer in Q3 2021 was UBS AM, an estimated $205M added.
  • The largest Automatic Data Processing seller in Q3 2021 was Wellington Management Group, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2021.