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Automatic Data Processing

1,520 hedge funds and large institutions have $56.2B invested in Automatic Data Processing in 2019 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 504 increasing their positions, 601 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 84

26% more funds holding in top 10

Funds holding in top 10: 7696 (+20)

22% more capital invested

Capital invested by funds: $46B → $56.2B (+$10.2B)

3% more funds holding

Funds holding: 1,4711,520 (+49)

0.51% more ownership

Funds ownership: 80.47%80.98% (+0.51%)

3% less call options, than puts

Call options by funds: $591M | Put options by funds: $609M

16% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 601

Holders
1,520
Holders Change
+49
Holders Change %
+3.33%
% of All Funds
32.9%
Holding in Top 10
96
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+26.32%
% of All Funds
2.08%
New
145
Increased
504
Reduced
601
Closed
84
Calls
$591M
Puts
$609M
Net Calls
-$18.1M
Net Calls Change
-$340M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1201
Baystate Wealth Management
Massachusetts
$324K -$4.21K -29 -1%
VWM
1202
Valley Wealth Managers
New Jersey
$324K +$295K +2,034 New
SFSIG
1203
San Francisco Sentry Investment Group
California
$323K -$11.6K -80 -4%
FAN
1204
Financial Advisors Network
California
$323K -$2.9K -20 -1%
BWP
1205
Baldwin Wealth Partners
Massachusetts
$322K +$79.6K +548 +37%
AAM
1206
American Asset Management
Florida
$319K
RIM
1207
Reliant Investment Management
Tennessee
$319K
BW
1208
Bison Wealth
Georgia
$318K +$8.43K +58 +3%
ATPW
1209
Ashton Thomas Private Wealth
Arizona
$317K +$288K +1,983 New
ARMT
1210
Amica Retiree Medical Trust
Rhode Island
$316K
EWA
1211
Exencial Wealth Advisors
Oklahoma
$316K +$5.08K +35 +2%
PLFAM
1212
Pineno Levin & Ford Asset Management
Virginia
$315K
LCM
1213
Landscape Capital Management
New Jersey
$315K +$286K +1,971 New
AUB
1214
Atlantic Union Bankshares
Virginia
$313K -$726 -5 -0.3%
SBA
1215
Secrest Blakey & Associates
North Carolina
$312K
Fisher Asset Management
1216
Fisher Asset Management
Washington
$311K -$21.9K -151 -7%
SFC
1217
SYM Financial Corp
Indiana
$311K
JT
1218
Jump Trading
Illinois
$310K +$282K +1,943 New
FTI
1219
Fiduciary Trust International
Massachusetts
$304K -$47.5K -327 -11%
CCT
1220
Country Club Trust
Missouri
$304K -$20.6K -142 -7%
GBT
1221
Grove Bank & Trust
Florida
$304K -$2.62K -18 -0.9%
LCAM
1222
London & Capital Asset Management
United Kingdom
$304K
SIC
1223
Shoker Investment Counsel
Ohio
$301K +$1.74K +12 +0.6%
APG
1224
Abacus Planning Group
South Carolina
$300K
GAG
1225
GM Advisory Group
New York
$299K

ADP Hedge Fund Activity: Q1 2019 in Review

1,520 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2019, worth a combined $56.2B — up 22% from $46B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new ADP positions and 84 closed out — a net gain of 61 holders — while 504 added to existing stakes and 601 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $320M. The largest seller was Polen Capital Management, cutting an estimated $186M.

  • 1,520 institutional investors held Automatic Data Processing (ADP) as of Q1 2019, up from 1,471 in Q4 2018.
  • Funds reported $56.2B of Automatic Data Processing stock for Q1 2019, up 22% quarter-over-quarter.
  • 145 funds opened new Automatic Data Processing positions in Q1 2019 and 84 closed out, a net change of +61 holders.
  • The largest Automatic Data Processing buyer in Q1 2019 was JP Morgan Chase, an estimated $320M added.
  • The largest Automatic Data Processing seller in Q1 2019 was Polen Capital Management, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2019.