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Automatic Data Processing

1,750 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 596 increasing their positions, 672 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 73

34% more call options, than puts

Call options by funds: $322M | Put options by funds: $240M

1% more funds holding

Funds holding: 1,7251,750 (+25)

5% more capital invested

Capital invested by funds: $64B → $66.9B (+$2.96B)

0.04% less ownership

Funds ownership: 79.85%79.81% (-0.04%)

6% less funds holding in top 10

Funds holding in top 10: 6763 (-4)

11% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 672

Holders
1,750
Holders Change
+25
Holders Change %
+1.45%
% of All Funds
30.46%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
1.1%
New
117
Increased
596
Reduced
672
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1201
McRae Capital Management
New Jersey
$536K +$58.3K +300 +13%
BAM
1202
Brave Asset Management
New Jersey
$535K +$2.53K +13 +0.5%
LAM
1203
LifePro Asset Management
California
$531K +$194 +1 +0%
NB
1204
Northwest Bancshares
Pennsylvania
$530K -$44.7K -230 -8%
SWP
1205
Summit Wealth Partners
Florida
$526K
KPW
1206
Kore Private Wealth
New York
$523K +$155K +800 +44%
N
1207
Natixis
France
$520K -$2.54M -13,074 -83%
WTB
1208
Washington Trust Bank
Washington
$519K -$101K -522 -17%
O
1209
Ossiam
France
$519K +$231K +1,191 +93%
JWM
1210
Jeppson Wealth Management
California
$517K
BOS
1211
Bingham Osborn & Scarborough
California
$517K +$27.6K +142 +6%
GP
1212
Girard Partners
Pennsylvania
$516K -$138K -708 -21%
IFWM
1213
Institute for Wealth Management
Colorado
$514K
VWM
1214
Valley Wealth Managers
New Jersey
$514K +$32.3K +166 +7%
GIM
1215
Goelzer Investment Management
Indiana
$510K
LHC
1216
Little House Capital
Massachusetts
$510K +$499K +2,568 New
FHA
1217
First Horizon Advisors
Tennessee
$507K -$58.7K -302 -11%
CF
1218
Centaurus Financial
California
$505K +$9.13K +47 +2%
TFA
1219
TPG Financial Advisors
Oregon
$501K
SIAG
1220
Signet Investment Advisory Group
Rhode Island
$501K +$490K +2,520 New
AWM
1221
Aevitas Wealth Management
Massachusetts
$497K +$1.75K +9 +0.4%
EIA
1222
Edgemoor Investment Advisors
Maryland
$497K +$2.72K +14 +0.6%
BCM
1223
Becker Capital Management
Oregon
$497K +$22.5K +116 +5%
TCM
1224
Tandem Capital Management
New Jersey
$495K
FFA
1225
First Foundation Advisors
California
$493K +$25.5K +131 +6%

ADP Hedge Fund Activity: Q2 2021 in Review

1,750 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2021, worth a combined $66.9B — up 4.6% from $64B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ADP positions and 73 closed out — a net gain of 44 holders — while 596 added to existing stakes and 672 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $154M. The largest seller was JP Morgan Chase, cutting an estimated $280M.

  • 1,750 institutional investors held Automatic Data Processing (ADP) as of Q2 2021, up from 1,725 in Q1 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 117 funds opened new Automatic Data Processing positions in Q2 2021 and 73 closed out, a net change of +44 holders.
  • The largest Automatic Data Processing buyer in Q2 2021 was Traphagen Investment Advisors, an estimated $154M added.
  • The largest Automatic Data Processing seller in Q2 2021 was JP Morgan Chase, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2021.