ADP icon

Automatic Data Processing
ADP

Overview Fund Activity

1,718 hedge funds and large institutions have $63.8B invested in Automatic Data Processing in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 603 increasing their positions, 672 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,718
Holders Change
+19
Holders Change %
+1.12%
% of All Funds
30.25%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
1.16%
New
129
Increased
603
Reduced
672
Closed
88
Calls
$361M
Puts
$238M
Net Calls
+$123M
Net Calls Change
+$69.2M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$599M
2
First Trust Advisors
First Trust Advisors
Illinois
+$195M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$168M
4
EAM
Eagle Asset Management
Florida
+$144M
5
BI
BlueSpruce Investments
Illinois
+$126M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$229M
2
Wells Fargo
Wells Fargo
California
-$182M
3
Nomura Holdings
Nomura Holdings
Japan
-$166M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$155M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
1201
Goelzer Investment Management
Indiana
$484K -$4.71K -25 -1%
SSI
1202
Scott & Selber Inc
Texas
$480K – – –
CRWM
1203
Castle Rock Wealth Management
California
$477K – – –
TFA
1204
TPG Financial Advisors
Oregon
$476K – – –
FBT
1205
First Bankers Trust
Kentucky
$474K -$75.4K -400 -14%
CF
1206
Centaurus Financial
California
$471K -$47.3K -251 -9%
TCM
1207
Tandem Capital Management
New Jersey
$470K – – –
AWM
1208
Aevitas Wealth Management
Massachusetts
$470K +$1.7K +9 +0.4%
Assenagon Asset Management
1209
Assenagon Asset Management
Luxembourg
$469K -$87.4K -464 -16%
EIA
1210
Edgemoor Investment Advisors
Maryland
$469K +$4.71K +25 +1%
LC
1211
Lincoln Capital
Nebraska
$467K – – –
SAM
1212
S.A. Mason
Michigan
$465K – – –
TWM
1213
Tolleson Wealth Management
Texas
$464K – – –
BOS
1214
Bingham Osborn & Scarborough
California
$464K +$12.3K +65 +3%
ATIA
1215
American Trust Investment Advisors
New Hampshire
$463K – – –
QPWM
1216
Quadrant Private Wealth Management
Pennsylvania
$462K -$53.5K -284 -10%
SFO
1217
Stokes Family Office
Louisiana
$462K +$62K +329 +15%
HIM
1218
Hotaling Investment Management
Pennsylvania
$457K +$3.58K +19 +0.8%
PSB
1219
Piscataqua Savings Bank
New Hampshire
$457K +$457K +2,422 New
SMH
1220
Sanders Morris Harris
Texas
$456K – – –
AF
1221
Advisornet Financial
Minnesota
$456K +$76.2K +404 +20%
VWM
1222
Valley Wealth Managers
New Jersey
$456K +$191K +1,015 +72%
P
1223
&Partners
Tennessee
$454K – – –
OC
1224
Oakworth Capital
Alabama
$453K +$35.7K +190 +9%
MCM
1225
McRae Capital Management
New Jersey
$452K – – –
47 48
49
50 51