We are live on ! Find out more
ADP icon

Automatic Data Processing

1,564 hedge funds and large institutions have $48.4B invested in Automatic Data Processing in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 519 increasing their positions, 644 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 80.64%80.81% (+0.16%)

5% less call options, than puts

Call options by funds: $210M | Put options by funds: $221M

10% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 115

2% less funds holding

Funds holding: 1,5941,564 (-30)

6% less capital invested

Capital invested by funds: $51.6B → $48.4B (-$3.15B)

19% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 644

36% less funds holding in top 10

Funds holding in top 10: 5837 (-21)

Holders
1,564
Holders Change
-30
Holders Change %
-1.88%
% of All Funds
31.56%
Holding in Top 10
37
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-36.21%
% of All Funds
0.75%
New
104
Increased
519
Reduced
644
Closed
115
Calls
$210M
Puts
$221M
Net Calls
-$11.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FTC
1226
Farmers Trust Company
Ohio
$335K -$3.08K -22 -0.9%
MCM
1227
McRae Capital Management
New Jersey
$335K
RCA
1228
Rowland Carmichael Advisors
Arizona
$332K +$26.8K +191 +9%
LFG
1229
LifePlan Financial Group
Ohio
$331K
SWM
1230
SVA Wealth Management
Wisconsin
$330K
FI
1231
FormulaFolio Investments
Michigan
$329K -$24.2K -173 -7%
AT
1232
Arden Trust
Delaware
$329K -$14.7K -105 -4%
FNBSF
1233
First National Bank Sioux Falls
South Dakota
$326K
PWM
1234
PBMares Wealth Management
Virginia
$325K
OFW
1235
Omnia Family Wealth
Florida
$323K
OIA
1236
OneDigital Investment Advisors
Kansas
$322K -$190K -1,358 -37%
TAM
1237
Taurus Asset Management
New York
$321K
MW
1238
Marcum Wealth
Ohio
$321K +$420 +3 +0.1%
RZH
1239
Relyea Zuckerberg Hanson
Connecticut
$320K +$1.4K +10 +0.5%
ZB
1240
Zions Bancorporation
Utah
$320K +$15.4K +110 +5%
SBH
1241
Segall Bryant & Hamill
Illinois
$319K -$289K -2,065 -47%
LBC
1242
Lawrence B. Cohen
$319K -$5.61K -40 -2%
Financial Engines Advisors
1243
Financial Engines Advisors
California
$319K +$320K +2,283 New
FAM
1244
Fenimore Asset Management
New York
$317K
TMAM
1245
Tokio Marine Asset Management
Japan
$317K +$15.3K +109 +5%
AFC
1246
AFT Forsyth & Company
Florida
$315K -$21K -150 -6%
BFG
1247
Beacon Financial Group
Texas
$313K +$315K +2,245 New
WWM
1248
Windsor Wealth Management
Indiana
$310K -$55.5K -396 -16%
BOM
1249
Bank of Marin
California
$310K
OC
1250
Oakworth Capital
Alabama
$309K

ADP Hedge Fund Activity: Q3 2020 in Review

1,564 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2020, worth a combined $48.4B — down 6.1% from $51.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of ADP and 104 opened new positions — a net loss of 11 holders — while 644 trimmed existing stakes and 519 added.

The largest buyer was Harris Associates, adding an estimated $287M. The largest seller was Polen Capital Management, cutting an estimated $795M.

  • 1,564 institutional investors held Automatic Data Processing (ADP) as of Q3 2020, down from 1,594 in Q2 2020.
  • Funds reported $48.4B of Automatic Data Processing stock for Q3 2020, down 6.1% quarter-over-quarter.
  • 104 funds opened new Automatic Data Processing positions in Q3 2020 and 115 closed out, a net change of -11 holders.
  • The largest Automatic Data Processing buyer in Q3 2020 was Harris Associates, an estimated $287M added.
  • The largest Automatic Data Processing seller in Q3 2020 was Polen Capital Management, an estimated $795M sold.

Based on aggregated 13F filings for Q3 2020.