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Automatic Data Processing

1,706 hedge funds and large institutions have $60B invested in Automatic Data Processing in 2020 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 549 increasing their positions, 635 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 72

78% more funds holding in top 10

Funds holding in top 10: 3766 (+29)

30% more call options, than puts

Call options by funds: $236M | Put options by funds: $182M

24% more capital invested

Capital invested by funds: $48.4B → $60B (+$11.6B)

9% more funds holding

Funds holding: 1,5641,706 (+142)

1.14% less ownership

Funds ownership: 80.81%79.66% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 635

Holders
1,706
Holders Change
+142
Holders Change %
+9.08%
% of All Funds
30.19%
Holding in Top 10
66
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+78.38%
% of All Funds
1.17%
New
233
Increased
549
Reduced
635
Closed
72
Calls
$236M
Puts
$182M
Net Calls
+$54.2M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1226
Aevitas Wealth Management
Massachusetts
$438K +$1.81K +11 +0.4%
ZB
1227
Zions Bancorporation
Utah
$438K +$31.5K +192 +8%
NB
1228
Northwest Bancshares
Pennsylvania
$436K -$10K -61 -2%
LC
1229
Lincoln Capital
Nebraska
$436K -$1.15K -7 -0.3%
BTWM
1230
Baker Tilly Wealth Management
Wisconsin
$436K +$406K +2,475 New
CSPIA
1231
Cary Street Partners Investment Advisory
Virginia
$435K -$183K -1,113 -31%
SAM
1232
S.A. Mason
Michigan
$435K
EIA
1233
Edgemoor Investment Advisors
Maryland
$434K
TWM
1234
Tolleson Wealth Management
Texas
$434K
VIA
1235
Vident Investment Advisory
Georgia
$434K +$143K +869 +54%
ATIA
1236
American Trust Investment Advisors
New Hampshire
$433K
MRCM
1237
M&R Capital Management
New Jersey
$431K -$103K -630 -20%
BCM
1238
Becker Capital Management
Oregon
$431K -$6.73K -41 -2%
AAP
1239
Arax Advisory Partners
Colorado
$431K +$2.96K +18 +0.7%
IFWM
1240
Institute for Wealth Management
Colorado
$429K +$49.1K +299 +14%
FC
1241
Forte Capital
New York
$425K -$16.4K -100 -4%
HIM
1242
Hotaling Investment Management
Pennsylvania
$424K -$32.8K -200 -8%
P
1243
&Partners
Tennessee
$424K
LNWTC
1244
Laird Norton Wetherby Trust Company
Washington
$424K +$395K +2,406 New
ST
1245
Sabal Trust
Florida
$423K -$51.7K -315 -12%
FMLI
1246
Fukoku Mutual Life Insurance
Japan
$423K -$49.3K -300 -11%
MCM
1247
McRae Capital Management
New Jersey
$423K
BOS
1248
Bingham Osborn & Scarborough
California
$422K -$6.08K -37 -2%
SL
1249
Summitry LLC
California
$420K +$392K +2,385 New
CAG
1250
Csenge Advisory Group
Florida
$419K -$40.4K -246 -9%

ADP Hedge Fund Activity: Q4 2020 in Review

1,706 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2020, worth a combined $60B — up 24% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new ADP positions and 72 closed out — a net gain of 161 holders — while 549 added to existing stakes and 635 trimmed.

The largest buyer was Capital World Investors, adding an estimated $687M. The largest seller was Ameriprise, cutting an estimated $251M.

  • 1,706 institutional investors held Automatic Data Processing (ADP) as of Q4 2020, up from 1,564 in Q3 2020.
  • Funds reported $60B of Automatic Data Processing stock for Q4 2020, up 24% quarter-over-quarter.
  • 233 funds opened new Automatic Data Processing positions in Q4 2020 and 72 closed out, a net change of +161 holders.
  • The largest Automatic Data Processing buyer in Q4 2020 was Capital World Investors, an estimated $687M added.
  • The largest Automatic Data Processing seller in Q4 2020 was Ameriprise, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2020.