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Automatic Data Processing

1,706 hedge funds and large institutions have $60B invested in Automatic Data Processing in 2020 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 549 increasing their positions, 635 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 72

78% more funds holding in top 10

Funds holding in top 10: 3766 (+29)

30% more call options, than puts

Call options by funds: $236M | Put options by funds: $182M

24% more capital invested

Capital invested by funds: $48.4B → $60B (+$11.6B)

9% more funds holding

Funds holding: 1,5641,706 (+142)

1.14% less ownership

Funds ownership: 80.81%79.66% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 635

Holders
1,706
Holders Change
+142
Holders Change %
+9.08%
% of All Funds
30.19%
Holding in Top 10
66
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+78.38%
% of All Funds
1.17%
New
233
Increased
549
Reduced
635
Closed
72
Calls
$236M
Puts
$182M
Net Calls
+$54.2M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1201
Integrated Wealth Concepts
Massachusetts
$474K +$42.2K +257 +11%
BAM
1202
Brave Asset Management
New Jersey
$473K
LAM
1203
LifePro Asset Management
California
$471K +$439K +2,673 New
Capstone Investment Advisors
1204
Capstone Investment Advisors
New York
$470K -$4.66M -28,395 -91%
MWM
1205
Minot Wealth Management
Massachusetts
$470K
PAG
1206
Pinnacle Advisory Group
Maryland
$470K
RW
1207
Rede Wealth
Virginia
$469K +$437K +2,661 New
FFN
1208
Focus Financial Network
Minnesota
$468K -$23.5K -143 -5%
PGIM
1209
Pacific Global Investment Management
California
$467K +$493 +3 +0.1%
SWP
1210
Summit Wealth Partners
Florida
$467K
WI
1211
WrapManager Inc
California
$466K +$75.1K +457 +21%
JWM
1212
Jeppson Wealth Management
California
$461K
WA
1213
Wambolt & Associates
Colorado
$458K -$10.5K -64 -2%
GIM
1214
Goelzer Investment Management
Indiana
$457K -$1.61M -9,807 -79%
LBD
1215
Landsberg Bennett & Dubbaneh
Florida
$457K +$15.8K +96 +4%
MMA
1216
Miracle Mile Advisors
California
$455K +$13.6K +83 +3%
TMAM
1217
Tokio Marine Asset Management
Japan
$454K +$50.3K +306 +13%
SBSB
1218
Sullivan, Bruyette, Speros & Blaney
Virginia
$451K -$40.1K -244 -9%
MYLI
1219
Meiji Yasuda Life Insurance
Japan
$449K -$282K -1,714 -40%
SSI
1220
Scott & Selber Inc
Texas
$449K -$23K -140 -5%
ACM
1221
AlphaStar Capital Management
North Carolina
$449K +$457K +2,785 New
TFA
1222
TPG Financial Advisors
Oregon
$445K -$1.15K -7 -0.3%
FWM
1223
Frontier Wealth Management
Missouri
$440K -$5.42K -33 -1%
TCM
1224
Tandem Capital Management
New Jersey
$439K -$6.57K -40 -2%
FFA
1225
First Foundation Advisors
California
$439K +$57.3K +349 +16%

ADP Hedge Fund Activity: Q4 2020 in Review

1,706 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2020, worth a combined $60B — up 24% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new ADP positions and 72 closed out — a net gain of 161 holders — while 549 added to existing stakes and 635 trimmed.

The largest buyer was Capital World Investors, adding an estimated $687M. The largest seller was Ameriprise, cutting an estimated $251M.

  • 1,706 institutional investors held Automatic Data Processing (ADP) as of Q4 2020, up from 1,564 in Q3 2020.
  • Funds reported $60B of Automatic Data Processing stock for Q4 2020, up 24% quarter-over-quarter.
  • 233 funds opened new Automatic Data Processing positions in Q4 2020 and 72 closed out, a net change of +161 holders.
  • The largest Automatic Data Processing buyer in Q4 2020 was Capital World Investors, an estimated $687M added.
  • The largest Automatic Data Processing seller in Q4 2020 was Ameriprise, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2020.