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Automatic Data Processing

1,706 hedge funds and large institutions have $60B invested in Automatic Data Processing in 2020 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 549 increasing their positions, 635 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 72

78% more funds holding in top 10

Funds holding in top 10: 3766 (+29)

30% more call options, than puts

Call options by funds: $236M | Put options by funds: $182M

24% more capital invested

Capital invested by funds: $48.4B → $60B (+$11.6B)

9% more funds holding

Funds holding: 1,5641,706 (+142)

1.14% less ownership

Funds ownership: 80.81%79.66% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 635

Holders
1,706
Holders Change
+142
Holders Change %
+9.08%
% of All Funds
30.19%
Holding in Top 10
66
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+78.38%
% of All Funds
1.17%
New
233
Increased
549
Reduced
635
Closed
72
Calls
$236M
Puts
$182M
Net Calls
+$54.2M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
1276
Great Valley Advisor Group
Delaware
$391K +$1.48K +9 +0.4%
1WA
1277
180 Wealth Advisors
Washington
$390K -$12.8K -78 -3%
DAM
1278
Delta Asset Management
Tennessee
$389K
ACWM
1279
Adams Chetwood Wealth Management
North Carolina
$389K +$28.7K +175 +9%
MW
1280
Marcum Wealth
Ohio
$388K -$16.9K -103 -4%
LBC
1281
Lawrence B. Cohen
$385K -$16.4K -100 -4%
KMWM
1282
Keudell/Morrison Wealth Management
Oregon
$383K +$3.12K +19 +0.9%
APA
1283
Allegiant Private Advisors
Florida
$383K +$357K +2,176 New
CWM
1284
Chronos Wealth Management
Florida
$382K
RZH
1285
Relyea Zuckerberg Hanson
Connecticut
$381K -$1.64K -10 -0.5%
FA
1286
Financial Advisors
Massachusetts
$380K +$6.57K +40 +2%
PLFAM
1287
Pineno Levin & Ford Asset Management
Virginia
$380K +$26.3K +160 +8%
IP
1288
Isthmus Partners
Wisconsin
$378K
WWM
1289
Windsor Wealth Management
Indiana
$378K +$2.79K +17 +0.8%
WPW
1290
Waldron Private Wealth
Pennsylvania
$377K -$178K -1,083 -34%
FMB
1291
Field & Main Bank
Kentucky
$377K
BIA
1292
BHK Investment Advisors
Alabama
$374K -$4.93K -30 -1%
CAMG
1293
CWA Asset Management Group
Florida
$374K -$4.43K -27 -1%
SFO
1294
Stokes Family Office
Louisiana
$374K +$349K +2,124 New
AWE
1295
Avidian Wealth Enterprises
Texas
$373K -$259K -1,578 -43%
AC
1296
Alexandria Capital
Virginia
$372K
BCA
1297
Bay Colony Advisors
Massachusetts
$372K +$13.1K +80 +4%
JAG
1298
Journey Advisory Group
Kentucky
$372K +$347K +2,113 New
GGI
1299
Godsey & Gibb Inc
Virginia
$371K -$2.46K -15 -0.7%
3LCM
1300
3D/L Capital Management
Connecticut
$371K +$348K +2,119 New

ADP Hedge Fund Activity: Q4 2020 in Review

1,706 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2020, worth a combined $60B — up 24% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new ADP positions and 72 closed out — a net gain of 161 holders — while 549 added to existing stakes and 635 trimmed.

The largest buyer was Capital World Investors, adding an estimated $687M. The largest seller was Ameriprise, cutting an estimated $251M.

  • 1,706 institutional investors held Automatic Data Processing (ADP) as of Q4 2020, up from 1,564 in Q3 2020.
  • Funds reported $60B of Automatic Data Processing stock for Q4 2020, up 24% quarter-over-quarter.
  • 233 funds opened new Automatic Data Processing positions in Q4 2020 and 72 closed out, a net change of +161 holders.
  • The largest Automatic Data Processing buyer in Q4 2020 was Capital World Investors, an estimated $687M added.
  • The largest Automatic Data Processing seller in Q4 2020 was Ameriprise, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2020.