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Automatic Data Processing

1,749 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 624 increasing their positions, 653 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 74

0% less capital invested

Capital invested by funds: $66.9B → $66.9B (-$49M)

0% less funds holding

Funds holding: 1,7511,749 (-2)

0.41% less ownership

Funds ownership: 79.81%79.4% (-0.41%)

4% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 653

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

28% less call options, than puts

Call options by funds: $320M | Put options by funds: $443M

Holders
1,749
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
30.61%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
1.05%
New
91
Increased
624
Reduced
653
Closed
74
Calls
$320M
Puts
$443M
Net Calls
-$123M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
1201
Charter Research & Investment Group
Connecticut
$556K
OC
1202
Oakworth Capital
Alabama
$554K +$82.4K +400 +17%
WA
1203
Wealth Architects
California
$553K +$12.4K +60 +2%
BDF
1204
Balasa Dinverno & Foltz
$552K -$3.5K -17 -0.6%
PL
1205
Plancorp LLC
Missouri
$548K +$5.56K +27 +1%
BAM
1206
Brave Asset Management
New Jersey
$547K +$8.65K +42 +2%
PCI
1207
Pacifica Capital Investments
Texas
$544K
MCM
1208
McRae Capital Management
New Jersey
$540K
VWM
1209
Valley Wealth Managers
New Jersey
$540K +$24.3K +118 +5%
LAM
1210
LifePro Asset Management
California
$534K -$1.03K -5 -0.2%
NB
1211
Northwest Bancshares
Pennsylvania
$533K
BOS
1212
Bingham Osborn & Scarborough
California
$532K +$11.5K +56 +2%
SWP
1213
Summit Wealth Partners
Florida
$530K
JWM
1214
Jeppson Wealth Management
California
$527K +$7.21K +35 +1%
PCP
1215
Proficio Capital Partners
Massachusetts
$525K -$44.3K -215 -8%
FFA
1216
First Foundation Advisors
California
$525K +$29.7K +144 +6%
BCM
1217
Becker Capital Management
Oregon
$520K +$20K +97 +4%
IWM
1218
IHT Wealth Management
Illinois
$517K -$996K -4,835 -65%
IFWM
1219
Institute for Wealth Management
Colorado
$517K
FB
1220
Fulton Bank
Pennsylvania
$516K -$57.7K -280 -10%
SAM
1221
Silphium Asset Management
United Kingdom
$510K +$526K +2,552 New
SMH
1222
Sanders Morris Harris
Texas
$508K
TCBWMS
1223
Texas Capital Bank Wealth Management Services
Texas
$508K +$53.6K +260 +11%
CF
1224
Centaurus Financial
California
$507K -$2.06K -10 -0.4%
AAP
1225
Arax Advisory Partners
Colorado
$507K +$24.7K +120 +5%

ADP Hedge Fund Activity: Q3 2021 in Review

1,749 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2021, worth a combined $66.9B — down 0.07% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ADP positions and 74 closed out — a net gain of 17 holders — while 624 added to existing stakes and 653 trimmed.

The largest buyer was UBS AM, adding an estimated $205M. The largest seller was Wellington Management Group, cutting an estimated $717M.

  • 1,749 institutional investors held Automatic Data Processing (ADP) as of Q3 2021, down from 1,751 in Q2 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q3 2021, down 0.07% quarter-over-quarter.
  • 91 funds opened new Automatic Data Processing positions in Q3 2021 and 74 closed out, a net change of +17 holders.
  • The largest Automatic Data Processing buyer in Q3 2021 was UBS AM, an estimated $205M added.
  • The largest Automatic Data Processing seller in Q3 2021 was Wellington Management Group, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2021.