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Automatic Data Processing

1,393 hedge funds and large institutions have $47.2B invested in Automatic Data Processing in 2018 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 416 increasing their positions, 583 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 71

45% more funds holding in top 10

Funds holding in top 10: 5884 (+26)

34% more call options, than puts

Call options by funds: $469M | Put options by funds: $351M

19% more capital invested

Capital invested by funds: $39.7B → $47.2B (+$7.49B)

4% more funds holding

Funds holding: 1,3381,393 (+55)

0.8% more ownership

Funds ownership: 79.12%79.93% (+0.8%)

29% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 583

Holders
1,393
Holders Change
+55
Holders Change %
+4.11%
% of All Funds
31.89%
Holding in Top 10
84
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+44.83%
% of All Funds
1.92%
New
138
Increased
416
Reduced
583
Closed
71
Calls
$469M
Puts
$351M
Net Calls
+$118M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1276
Catamount Wealth Management
Connecticut
$98K
SCM
1277
Silvant Capital Management
Georgia
$97K
LWA
1278
Lenox Wealth Advisors
New York
$94K -$107K -844 -55%
MWM
1279
MinichMacGregor Wealth Management
New York
$90K
JCM
1280
Jacobi Capital Management
Pennsylvania
$89K
MWM
1281
Mascoma Wealth Management
New Hampshire
$86K +$15K +118 +23%
CI
1282
CX Institutional
Indiana
$85K +$79.8K +630 New
GBBWRPM
1283
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$84K
SWMG
1284
Signature Wealth Management Group
Georgia
$79K
HCM
1285
Hilton Capital Management
New York
$78K +$73.5K +580 New
CLOS
1286
Compagnie Lombard Odier SCmA
Switzerland
$77K
HL
1287
Harding Loevner
New Jersey
$72K
RA
1288
Rational Advisors
New York
$72K +$63.8K +503 +1,479%
OIA
1289
Optimum Investment Advisors
Illinois
$71K
FCB
1290
First Command Bank
Texas
$70K
FCFS
1291
First Command Financial Services
Texas
$70K
CPIG
1292
Chicago Partners Investment Group
Illinois
$70K +$31.4K +248 +91%
FPFS
1293
First Personal Financial Services
North Carolina
$68K -$27.6K -218 -30%
BBA
1294
Braun-Bostich & Associates
Pennsylvania
$68K +$14.4K +114 +29%
CWA
1295
Clarus Wealth Advisors
Arizona
$65K +$72.6K +573 New
NSIM
1296
North Star Investment Management
Illinois
$63K
B
1297
Bridgeworth
Alabama
$63K +$57.9K +457 New
IFAM
1298
Institutional & Family Asset Management
Colorado
$62K +$1.9K +15 +3%
GFP
1299
Gryphon Financial Partners
Ohio
$61K -$36.1K -285 -39%
PCA
1300
Providence Capital Advisors
North Carolina
$60K

ADP Hedge Fund Activity: Q2 2018 in Review

1,393 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2018, worth a combined $47.2B — up 19% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ADP positions and 71 closed out — a net gain of 67 holders — while 416 added to existing stakes and 583 trimmed.

The largest buyer was Millennium Management, adding an estimated $216M. The largest seller was Pershing Square Capital Management, cutting an estimated $471M.

  • 1,393 institutional investors held Automatic Data Processing (ADP) as of Q2 2018, up from 1,338 in Q1 2018.
  • Funds reported $47.2B of Automatic Data Processing stock for Q2 2018, up 19% quarter-over-quarter.
  • 138 funds opened new Automatic Data Processing positions in Q2 2018 and 71 closed out, a net change of +67 holders.
  • The largest Automatic Data Processing buyer in Q2 2018 was Millennium Management, an estimated $216M added.
  • The largest Automatic Data Processing seller in Q2 2018 was Pershing Square Capital Management, an estimated $471M sold.

Based on aggregated 13F filings for Q2 2018.