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Automatic Data Processing
ADP

Overview Fund Activity

1,743 hedge funds and large institutions have $66.8B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 593 increasing their positions, 669 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,743
Holders Change
+25
Holders Change %
+1.46%
% of All Funds
30.43%
Holding in Top 10
62
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.06%
% of All Funds
1.08%
New
117
Increased
593
Reduced
669
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$7.54B
2
Capital Research Global Investors
Capital Research Global Investors
California
$622M
3
Charles Schwab
Charles Schwab
California
$1.1B
4
UBS AM
UBS AM
Illinois
$512M
5
BI
BlueSpruce Investments
Illinois
$417M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$550M
2
AllianceBernstein
AllianceBernstein
Tennessee
$2.07B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$346M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$2.48B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.97B
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
1251
Lido Advisors
California
$456K -$3.39K -17 -0.7%
SBH
1252
Segall Bryant & Hamill
Illinois
$456K -$2.39K -12 -0.5%
BFG
1253
Beacon Financial Group
Texas
$456K – – –
FC
1254
Forte Capital
New York
$456K – – –
LBD
1255
Landsberg Bennett & Dubbaneh
Florida
$456K +$395 +2 +0.1%
GL
1256
Graypoint LLC
New York
$456K +$53.6K +270 +13%
SCA
1257
Stonebridge Capital Advisors
Minnesota
$454K +$225K +1,164 +98%
PGIM
1258
Pacific Global Investment Management
California
$453K -$73.1K -368 -14%
CT
1259
Columbia Trust
Oregon
$453K -$1.39K -7 -0.3%
ZB
1260
Zions Bancorporation
Utah
$453K – – –
TCBWMS
1261
Texas Capital Bank Wealth Management Services
Texas
$453K +$3.97K +20 +0.9%
MCM
1262
Murphy Capital Management
New Jersey
$452K -$9.91K -50 -2%
MMA
1263
Miracle Mile Advisors
California
$451K -$8.34K -42 -2%
CIAS
1264
Capital Investment Advisory Services
North Carolina
$450K – – –
AFC
1265
AFT Forsyth & Company
Florida
$449K – – –
OCPWS
1266
One Charles Private Wealth Services
Massachusetts
$449K +$449K +2,259 New
QPWM
1267
Quadrant Private Wealth Management
Pennsylvania
$448K -$38.7K -195 -8%
KFS
1268
Kelly Financial Services
Massachusetts
$447K +$445K +88,425 +19,782%
BOPW
1269
Brandywine Oak Private Wealth
Pennsylvania
$446K +$100K +505 +29%
HFP
1270
Holistic Financial Partners
Indiana
$442K -$397 -2 -0.1%
CIS
1271
Connors Investor Services
Pennsylvania
$441K -$2.84M -14,299 -87%
MI
1272
Markston International
New York
$439K -$4.87M -24,536 -92%
GWA
1273
GGM Wealth Advisors
Maryland
$439K – – –
GCA
1274
Guardian Capital Advisors
Ontario, Canada
$438K +$20.1K +100 +5%
PMG
1275
ProVise Management Group
Florida
$438K +$181K +908 +70%
49 50
51
52 53