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Automatic Data Processing

1,725 hedge funds and large institutions have $64B invested in Automatic Data Processing in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 607 increasing their positions, 673 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $361M | Put options by funds: $238M

47% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $60B → $64B (+$3.95B)

2% more funds holding in top 10

Funds holding in top 10: 6667 (+1)

1% more funds holding

Funds holding: 1,7061,725 (+19)

0.19% more ownership

Funds ownership: 79.66%79.85% (+0.19%)

10% less repeat investments, than reductions

Existing positions increased: 607 | Existing positions reduced: 673

Holders
1,725
Holders Change
+19
Holders Change %
+1.11%
% of All Funds
30.29%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.18%
New
129
Increased
607
Reduced
673
Closed
88
Calls
$361M
Puts
$238M
Net Calls
+$123M
Net Calls Change
+$69.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
1251
Miracle Mile Advisors
California
$436K -$47.2K -272 -11%
OFW
1252
Omnia Family Wealth
Florida
$436K
Lido Advisors
1253
Lido Advisors
California
$436K +$84.9K +489 +27%
BMO
1254
Beck Mack & Oliver
New York
$435K -$346K -1,995 -46%
SBH
1255
Segall Bryant & Hamill
Illinois
$435K +$868 +5 +0.2%
RZH
1256
Relyea Zuckerberg Hanson
Connecticut
$433K +$8.68K +50 +2%
FC
1257
Forte Capital
New York
$432K -$20.8K -120 -5%
ST
1258
Sabal Trust
Florida
$432K -$19.6K -113 -5%
ZB
1259
Zions Bancorporation
Utah
$430K -$35.6K -205 -8%
CT
1260
Columbia Trust
Oregon
$430K
CIAS
1261
Capital Investment Advisory Services
North Carolina
$427K -$185K -1,064 -32%
AFC
1262
AFT Forsyth & Company
Florida
$426K
LNWTC
1263
Laird Norton Wetherby Trust Company
Washington
$426K
TCBWMS
1264
Texas Capital Bank Wealth Management Services
Texas
$426K +$55.5K +320 +16%
SS
1265
Simplicity Solutions
Minnesota
$425K -$3.86M -22,252 -91%
TC
1266
Trust Company
Kansas
$425K -$342K -1,972 -47%
GLA
1267
Good Life Advisors
Pennsylvania
$424K +$33.5K +193 +9%
HFP
1268
Holistic Financial Partners
Indiana
$420K
1WA
1269
180 Wealth Advisors
Washington
$414K -$49.5K -285 -12%
DAM
1270
Delta Asset Management
Tennessee
$414K -$1.74K -10 -0.5%
GEA
1271
Glen Eagle Advisors
New Jersey
$414K +$325K +1,873 +679%
FA
1272
Financial Advisors
Massachusetts
$411K +$4.86K +28 +1%
AWE
1273
Avidian Wealth Enterprises
Texas
$411K +$10.6K +61 +3%
LCM
1274
LCM Capital Management
Illinois
$410K -$20.7K -119 -5%
APA
1275
Allegiant Private Advisors
Florida
$410K

ADP Hedge Fund Activity: Q1 2021 in Review

1,725 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2021, worth a combined $64B — up 6.6% from $60B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new ADP positions and 88 closed out — a net gain of 41 holders — while 607 added to existing stakes and 673 trimmed.

The largest buyer was Charles Schwab, adding an estimated $552M. The largest seller was JP Morgan Chase, cutting an estimated $211M.

  • 1,725 institutional investors held Automatic Data Processing (ADP) as of Q1 2021, up from 1,706 in Q4 2020.
  • Funds reported $64B of Automatic Data Processing stock for Q1 2021, up 6.6% quarter-over-quarter.
  • 129 funds opened new Automatic Data Processing positions in Q1 2021 and 88 closed out, a net change of +41 holders.
  • The largest Automatic Data Processing buyer in Q1 2021 was Charles Schwab, an estimated $552M added.
  • The largest Automatic Data Processing seller in Q1 2021 was JP Morgan Chase, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2021.