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Automatic Data Processing
ADP

1,594 hedge funds and large institutions have $51.6B invested in Automatic Data Processing in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 557 increasing their positions, 617 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 92

8% more capital invested

Capital invested by funds: $47.6B → $51.6B (+$3.96B)

1% more funds holding

Funds holding: 1,573 → 1,594 (+21)

4% more call options, than puts

Call options by funds: $212M | Put options by funds: $204M

0.12% less ownership

Funds ownership: 80.76% → 80.64% (-0.12%)

10% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 617

19% less funds holding in top 10

Funds holding in top 10: 72 → 58 (-14)

Holders
1,594
Holders Change
+21
Holders Change %
+1.34%
% of All Funds
32.68%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
1.19%
New
127
Increased
557
Reduced
617
Closed
92
Calls
$212M
Puts
$204M
Net Calls
+$7.95M
Net Calls Change
+$117M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$648M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$291M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$215M
4
BlackRock
BlackRock
New York
+$131M
5
PIF
Public Investment Fund
Saudi Arabia
+$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$422M
2
Wells Fargo
Wells Fargo
California
-$328M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$251M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$240M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$215M
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1201
FormulaFolio Investments
Michigan
$377K -$162K -1,130 -31%
FWM
1202
Frontier Wealth Management
Missouri
$377K -$81.9K -572 -18%
TFA
1203
TPG Financial Advisors
Oregon
$377K – – –
NB
1204
Northwest Bancshares
Pennsylvania
$377K +$363K +2,533 New
Wealth Enhancement Advisory Services
1205
Wealth Enhancement Advisory Services
Minnesota
$376K -$31.5K -220 -8%
Fisher Asset Management
1206
Fisher Asset Management
Washington
$376K -$3.01K -21 -0.8%
WWM
1207
Windsor Wealth Management
Indiana
$376K +$42.4K +296 +13%
FCB
1208
First Command Bank
Texas
$373K – – –
FCFS
1209
First Command Financial Services
Texas
$373K – – –
CF
1210
Centaurus Financial
California
$372K -$86.1K -601 -19%
LC
1211
Lincoln Capital
Nebraska
$370K – – –
BL
1212
Balentine LLC
Georgia
$369K +$167K +1,167 +89%
SAM
1213
S.A. Mason
Michigan
$368K – – –
MGIA
1214
Moneta Group Investment Advisors
Missouri
$367K -$38.8K -271 -10%
BCM
1215
Becker Capital Management
Oregon
$367K -$1.72K -12 -0.5%
EIA
1216
Edgemoor Investment Advisors
Maryland
$367K – – –
TWM
1217
Tolleson Wealth Management
Texas
$367K – – –
AWM
1218
Aevitas Wealth Management
Massachusetts
$367K +$1K +7 +0.3%
ATIA
1219
American Trust Investment Advisors
New Hampshire
$366K – – –
AT
1220
Arden Trust
Delaware
$366K – – –
BOS
1221
Bingham Osborn & Scarborough
California
$364K -$38.8K -271 -10%
FC
1222
Forte Capital
New York
$364K +$350K +2,444 New
AF
1223
Advisornet Financial
Minnesota
$363K -$66.7K -466 -16%
FTC
1224
Farmers Trust Company
Ohio
$361K -$14.3K -100 -4%
AFC
1225
AFT Forsyth & Company
Florida
$359K -$10K -70 -3%
47 48
49
50 51

ADP Hedge Fund Activity: Q2 2020 in Review

1,594 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2020, worth a combined $51.6B — up 8.3% from $47.6B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new ADP positions and 92 closed out — a net gain of 35 holders — while 557 added to existing stakes and 617 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $648M. The largest seller was Bank of America, cutting an estimated $422M.

  • 1,594 institutional investors held Automatic Data Processing (ADP) as of Q2 2020, up from 1,573 in Q1 2020.
  • Funds reported $51.6B of Automatic Data Processing stock for Q2 2020, up 8.3% quarter-over-quarter.
  • 127 funds opened new Automatic Data Processing positions in Q2 2020 and 92 closed out, a net change of +35 holders.
  • The largest Automatic Data Processing buyer in Q2 2020 was Wellington Management Group, an estimated $648M added.
  • The largest Automatic Data Processing seller in Q2 2020 was Bank of America, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2020.