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Automatic Data Processing
ADP

Overview Fund Activity

1,743 hedge funds and large institutions have $66.8B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 593 increasing their positions, 669 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,743
Holders Change
+25
Holders Change %
+1.46%
% of All Funds
30.43%
Holding in Top 10
62
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.06%
% of All Funds
1.08%
New
117
Increased
593
Reduced
669
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$7.54B
2
Capital Research Global Investors
Capital Research Global Investors
California
$622M
3
Charles Schwab
Charles Schwab
California
$1.1B
4
UBS AM
UBS AM
Illinois
$512M
5
BI
BlueSpruce Investments
Illinois
$417M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$550M
2
AllianceBernstein
AllianceBernstein
Tennessee
$2.07B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$346M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$2.48B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.97B
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
1201
Kore Private Wealth
New York
$523K +$159K +800 +44%
N
1202
Natixis
France
$520K -$2.59M -13,074 -83%
WTB
1203
Washington Trust Bank
Washington
$519K -$104K -522 -17%
O
1204
Ossiam
France
$519K +$250K +1,191 +93%
JWM
1205
Jeppson Wealth Management
California
$517K – – –
BOS
1206
Bingham Osborn & Scarborough
California
$517K +$28.2K +142 +6%
GP
1207
Girard Partners
Pennsylvania
$516K -$140K -708 -21%
IFWM
1208
Institute for Wealth Management
Colorado
$514K – – –
VWM
1209
Valley Wealth Managers
New Jersey
$514K +$33K +166 +7%
GIM
1210
Goelzer Investment Management
Indiana
$510K – – –
LHC
1211
Little House Capital
Massachusetts
$510K +$510K +2,568 New
FHA
1212
First Horizon Advisors
Tennessee
$507K -$59.8K -302 -11%
CF
1213
Centaurus Financial
California
$505K +$9.33K +47 +2%
TFA
1214
TPG Financial Advisors
Oregon
$501K – – –
SIAG
1215
Signet Investment Advisory Group
Rhode Island
$501K +$501K +2,520 New
AWM
1216
Aevitas Wealth Management
Massachusetts
$497K +$1.79K +9 +0.4%
EIA
1217
Edgemoor Investment Advisors
Maryland
$497K +$2.78K +14 +0.6%
BCM
1218
Becker Capital Management
Oregon
$497K +$23K +116 +5%
TCM
1219
Tandem Capital Management
New Jersey
$495K – – –
FFA
1220
First Foundation Advisors
California
$493K +$26K +131 +6%
SMH
1221
Sanders Morris Harris
Texas
$492K – – –
LC
1222
Lincoln Capital
Nebraska
$492K – – –
SAM
1223
S.A. Mason
Michigan
$490K – – –
TWM
1224
Tolleson Wealth Management
Texas
$489K – – –
AIP
1225
Almanack Investment Partners
Pennsylvania
$488K -$101K -505 -17%
47 48
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