We are live on ! Find out more
ADP icon

Automatic Data Processing

1,472 hedge funds and large institutions have $46B invested in Automatic Data Processing in 2018 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 425 increasing their positions, 599 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 112

55% more call options, than puts

Call options by funds: $904M | Put options by funds: $582M

4% more funds holding

Funds holding: 1,4171,472 (+55)

1.17% more ownership

Funds ownership: 79.3%80.47% (+1.2%)

12% less capital invested

Capital invested by funds: $52.4B → $46B (-$6.37B)

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

29% less repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 599

Holders
1,472
Holders Change
+55
Holders Change %
+3.88%
% of All Funds
32.79%
Holding in Top 10
76
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.48%
% of All Funds
1.69%
New
178
Increased
425
Reduced
599
Closed
112
Calls
$904M
Puts
$582M
Net Calls
+$322M
Net Calls Change
+$376M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1226
MCF Advisors
Kentucky
$241K
SWM
1227
Shakespeare Wealth Management
Wisconsin
$241K
WSCM
1228
Wellington Shields Capital Management
New York
$239K +$13.1K +93 +5%
GHAM
1229
Gilman Hill Asset Management
Connecticut
$238K
AIM
1230
Avity Investment Management
Connecticut
$236K
Dodge & Cox
1231
Dodge & Cox
California
$236K
VNB
1232
Virginia National Bank
Virginia
$236K
BAM
1233
Belpointe Asset Management
Nevada
$235K -$290K -2,056 -53%
WCM
1234
Wallace Capital Management
Texas
$235K
WANY
1235
Wealthspire Advisors (New York)
New York
$235K +$253K +1,791 New
FFC
1236
First Financial Corp
Indiana
$233K -$28.2K -200 -10%
MFG
1237
Magnus Financial Group
New York
$233K +$251K +1,775 New
SFS
1238
Sowell Financial Services
Arkansas
$231K +$24.7K +175 +11%
SFFS
1239
Stonehage Fleming Financial Services
Jersey
$229K
WA
1240
WESPAC Advisors
California
$229K +$247K +1,747 New
AIS
1241
Accurate Investment Solutions
Pennsylvania
$228K
WG
1242
Welch Group
Alabama
$228K
AIA
1243
AIMZ Investment Advisors
California
$227K
GIA
1244
Gladstone Institutional Advisory
Florida
$226K +$244K +1,727 New
TCM
1245
Telos Capital Management
California
$225K -$28.2K -200 -10%
KFA
1246
Kays Financial Advisory
Georgia
$225K +$243K +1,718 New
CGL
1247
Clarius Group LLC
Washington
$224K -$97.6K -691 -29%
HIS
1248
Harvest Investment Services
Illinois
$224K +$237K +1,676 New
CAAS
1249
Capital Asset Advisory Services
Michigan
$223K
SIG
1250
Sargent Investment Group
Maryland
$223K +$240K +1,700 New

ADP Hedge Fund Activity: Q4 2018 in Review

1,472 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2018, worth a combined $46B — down 12% from $52.4B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new ADP positions and 112 closed out — a net gain of 66 holders — while 425 added to existing stakes and 599 trimmed.

The largest buyer was BlackRock, adding an estimated $224M. The largest seller was Arrowstreet Capital, cutting an estimated $256M.

  • 1,472 institutional investors held Automatic Data Processing (ADP) as of Q4 2018, up from 1,417 in Q3 2018.
  • Funds reported $46B of Automatic Data Processing stock for Q4 2018, down 12% quarter-over-quarter.
  • 178 funds opened new Automatic Data Processing positions in Q4 2018 and 112 closed out, a net change of +66 holders.
  • The largest Automatic Data Processing buyer in Q4 2018 was BlackRock, an estimated $224M added.
  • The largest Automatic Data Processing seller in Q4 2018 was Arrowstreet Capital, an estimated $256M sold.

Based on aggregated 13F filings for Q4 2018.