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Automatic Data Processing
ADP

Overview Fund Activity

1,559 hedge funds and large institutions have $48.3B invested in Automatic Data Processing in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 516 increasing their positions, 643 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
-30
Holders Change %
-1.89%
% of All Funds
31.54%
Holding in Top 10
36
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-36.84%
% of All Funds
0.73%
New
104
Increased
516
Reduced
643
Closed
115
Calls
$210M
Puts
$221M
Net Calls
-$11.1M
Net Calls Change
-$19.1M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$410M
2
Morgan Stanley
Morgan Stanley
New York
$1.89B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.78B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$154M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$57.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$938M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$320M
4
BlackRock
BlackRock
New York
$4.32B
5
BI
BlueSpruce Investments
Illinois
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1226
SVA Wealth Management
Wisconsin
$330K – – –
FI
1227
FormulaFolio Investments
Michigan
$329K -$24.2K -173 -7%
AT
1228
Arden Trust
Delaware
$329K -$14.7K -105 -4%
FNBSF
1229
First National Bank Sioux Falls
South Dakota
$326K – – –
PWM
1230
PBMares Wealth Management
Virginia
$325K – – –
OFW
1231
Omnia Family Wealth
Florida
$323K – – –
OIA
1232
OneDigital Investment Advisors
Kansas
$322K -$189K -1,358 -37%
TAM
1233
Taurus Asset Management
New York
$321K – – –
MW
1234
Marcum Wealth
Ohio
$321K +$418 +3 +0.1%
RZH
1235
Relyea Zuckerberg Hanson
Connecticut
$320K +$1.47K +10 +0.5%
ZB
1236
Zions Bancorporation
Utah
$320K +$15.3K +110 +5%
SBH
1237
Segall Bryant & Hamill
Illinois
$319K -$287K -2,065 -47%
LBC
1238
Lawrence B. Cohen
$319K -$5.58K -40 -2%
Financial Engines Advisors
1239
Financial Engines Advisors
California
$319K +$319K +2,283 New
FAM
1240
Fenimore Asset Management
New York
$317K – – –
TMAM
1241
Tokio Marine Asset Management
Japan
$317K +$15.2K +109 +5%
AFC
1242
AFT Forsyth & Company
Florida
$315K -$20.9K -150 -6%
BFG
1243
Beacon Financial Group
Texas
$313K +$313K +2,245 New
WWM
1244
Windsor Wealth Management
Indiana
$310K -$57.7K -396 -16%
BOM
1245
Bank of Marin
California
$310K – – –
OC
1246
Oakworth Capital
Alabama
$309K – – –
DAM
1247
Delta Asset Management
Tennessee
$308K -$3.63K -26 -1%
GCA
1248
Guardian Capital Advisors
Ontario, Canada
$308K – – –
GVAG
1249
Great Valley Advisor Group
Delaware
$308K +$11.6K +83 +4%
TAM
1250
Trust Asset Management
Texas
$306K +$306K +2,191 New
48 49
50
51 52