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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
HFP
1276
Holistic Financial Partners
Indiana
$293K +$32.9K +235 +13%
SIM
1277
Spark Investment Management
New York
$292K
JFGIW
1278
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$292K +$7.29K +52 +3%
SEEDPG
1279
S.E.E.D. Planning Group
New York
$288K
WA
1280
Waverly Advisors
Alabama
$287K +$19.8K +141 +8%
GLA
1281
Good Life Advisors
Pennsylvania
$284K -$31.9K -228 -10%
GBT
1282
Grove Bank & Trust
Florida
$283K -$329K -2,347 -54%
NCM
1283
Nelson Capital Management
California
$283K -$76.1K -543 -21%
BCA
1284
Bay Colony Advisors
Massachusetts
$283K -$13K -93 -4%
CIAS
1285
Capital Investment Advisory Services
North Carolina
$283K -$9.25K -66 -3%
ACWM
1286
Adams Chetwood Wealth Management
North Carolina
$283K -$2.1K -15 -0.7%
LJAC
1287
L.J. Altfest & Co
New York
$281K +$49.9K +356 +21%
PPP
1288
Private Portfolio Partners
New Jersey
$281K
PLFAM
1289
Pineno Levin & Ford Asset Management
Virginia
$279K
BW
1290
Bison Wealth
Georgia
$279K +$23.8K +170 +9%
FGA
1291
Fortis Group Advisors
New Jersey
$279K +$281K +2,003 New
WA
1292
Wealth Alliance
New York
$278K -$128K -913 -31%
PAMG
1293
Patton Albertson Miller Group
Tennessee
$278K
BAM
1294
Belpointe Asset Management
Nevada
$278K +$14.3K +102 +5%
AF
1295
Advisornet Financial
Minnesota
$276K -$63.8K -455 -19%
VWM
1296
Vigilare Wealth Management
Arizona
$276K
ECM
1297
EagleClaw Capital Management
Massachusetts
$275K
CB
1298
Cadence Bank
Mississippi
$272K -$1.26K -9 -0.5%
USGIU
1299
U.S. Global Investors (USGI)
Texas
$272K
SIC
1300
Shoker Investment Counsel
Ohio
$272K +$1.54K +11 +0.6%

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.