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Automatic Data Processing

1,520 hedge funds and large institutions have $56.2B invested in Automatic Data Processing in 2019 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 504 increasing their positions, 601 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 84

26% more funds holding in top 10

Funds holding in top 10: 7696 (+20)

22% more capital invested

Capital invested by funds: $46B → $56.2B (+$10.2B)

3% more funds holding

Funds holding: 1,4711,520 (+49)

0.51% more ownership

Funds ownership: 80.47%80.98% (+0.51%)

3% less call options, than puts

Call options by funds: $591M | Put options by funds: $609M

16% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 601

Holders
1,520
Holders Change
+49
Holders Change %
+3.33%
% of All Funds
32.9%
Holding in Top 10
96
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+26.32%
% of All Funds
2.08%
New
145
Increased
504
Reduced
601
Closed
84
Calls
$591M
Puts
$609M
Net Calls
-$18.1M
Net Calls Change
-$340M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1226
Belpointe Asset Management
Nevada
$299K +$11.8K +81 +5%
WWM
1227
Windsor Wealth Management
Indiana
$299K +$272K +1,872 New
WG
1228
Welch Group
Alabama
$298K +$17.6K +121 +7%
MA
1229
MCF Advisors
Kentucky
$293K
SWM
1230
Shakespeare Wealth Management
Wisconsin
$293K
MFG
1231
Magnus Financial Group
New York
$293K +$8.43K +58 +3%
RHBC
1232
R.H. Bluestein & Co
Michigan
$292K -$65.4K -450 -20%
WSCM
1233
Wellington Shields Capital Management
New York
$292K
NFG
1234
Next Financial Group
Texas
$289K +$140K +964 +116%
NFH
1235
NEXT Financial Holdings
Texas
$289K +$261K +1,798 New
FBC
1236
Fairfield, Bush & Co
Connecticut
$288K -$57.7K -397 -18%
AIM
1237
Avity Investment Management
Connecticut
$288K
Dodge & Cox
1238
Dodge & Cox
California
$288K
WCM
1239
Wallace Capital Management
Texas
$286K
BCA
1240
Bay Colony Advisors
Massachusetts
$284K -$11K -76 -4%
JCM
1241
Janney Capital Management
Pennsylvania
$284K +$259K +1,781 New
OWA
1242
One Wealth Advisors
California
$283K +$257K +1,769 New
AIS
1243
Accurate Investment Solutions
Pennsylvania
$277K
AIA
1244
AIMZ Investment Advisors
California
$277K
CBFP
1245
Cedar Brook Financial Partners
Ohio
$275K +$250K +1,724 New
WA
1246
Wambolt & Associates
Colorado
$273K +$248K +1,709 New
MWPCG
1247
Measured Wealth Private Client Group
New Hampshire
$273K +$249K +1,712 New
CAAS
1248
Capital Asset Advisory Services
Michigan
$272K
SIG
1249
Sargent Investment Group
Maryland
$272K
BOPW
1250
Brandywine Oak Private Wealth
Pennsylvania
$271K +$1.89K +13 +0.8%

ADP Hedge Fund Activity: Q1 2019 in Review

1,520 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2019, worth a combined $56.2B — up 22% from $46B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new ADP positions and 84 closed out — a net gain of 61 holders — while 504 added to existing stakes and 601 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $320M. The largest seller was Polen Capital Management, cutting an estimated $186M.

  • 1,520 institutional investors held Automatic Data Processing (ADP) as of Q1 2019, up from 1,471 in Q4 2018.
  • Funds reported $56.2B of Automatic Data Processing stock for Q1 2019, up 22% quarter-over-quarter.
  • 145 funds opened new Automatic Data Processing positions in Q1 2019 and 84 closed out, a net change of +61 holders.
  • The largest Automatic Data Processing buyer in Q1 2019 was JP Morgan Chase, an estimated $320M added.
  • The largest Automatic Data Processing seller in Q1 2019 was Polen Capital Management, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2019.