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
DAM
1251
Delta Asset Management
Tennessee
$308K -$3.64K -26 -1%
GCAC
1252
Guardian Capital Advisors (Canada)
Ontario, Canada
$308K
GVAG
1253
Great Valley Advisor Group
Delaware
$308K +$11.6K +83 +4%
TAM
1254
Trust Asset Management
Texas
$306K +$307K +2,191 New
WI
1255
WrapManager Inc
California
$305K -$496K -3,543 -62%
FHA
1256
First Horizon Advisors
Tennessee
$305K -$5.61K -40 -2%
ACM
1257
Aljian Capital Management
Nevada
$303K -$5.61K -40 -2%
CWM
1258
Chronos Wealth Management
Florida
$303K
MWPCG
1259
Measured Wealth Private Client Group
New Hampshire
$303K +$305K +2,173 New
KMWM
1260
Keudell/Morrison Wealth Management
Oregon
$301K -$200K -1,424 -40%
GAG
1261
GM Advisory Group
New York
$301K
CAMG
1262
CWA Asset Management Group
Florida
$300K -$8.27K -59 -3%
CCT
1263
Country Club Trust
Missouri
$300K
BIA
1264
BHK Investment Advisors
Alabama
$300K +$42.2K +301 +16%
FMB
1265
Field & Main Bank
Kentucky
$299K
IP
1266
Isthmus Partners
Wisconsin
$299K
FFA
1267
First Foundation Advisors
California
$299K +$301K +2,145 New
IFWM
1268
Institute for Wealth Management
Colorado
$298K +$60.3K +430 +25%
VWM
1269
Valley Wealth Managers
New Jersey
$297K
GGI
1270
Godsey & Gibb Inc
Virginia
$296K -$4.06K -29 -1%
NPF
1271
Norris Perne & French
Michigan
$296K +$7.01K +50 +2%
FA
1272
Financial Advisors
Massachusetts
$295K
GFPC
1273
Global Financial Private Client
Florida
$295K +$22.3K +159 +8%
PCM
1274
Pennsylvania Capital Management
Pennsylvania
$294K -$395K -2,822 -57%
AC
1275
Alexandria Capital
Virginia
$294K +$75.7K +540 +34%

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.