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Automatic Data Processing
ADP

1,594 hedge funds and large institutions have $51.6B invested in Automatic Data Processing in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 557 increasing their positions, 617 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 92

8% more capital invested

Capital invested by funds: $47.6B → $51.6B (+$3.96B)

1% more funds holding

Funds holding: 1,573 → 1,594 (+21)

4% more call options, than puts

Call options by funds: $212M | Put options by funds: $204M

0.12% less ownership

Funds ownership: 80.76% → 80.64% (-0.12%)

10% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 617

19% less funds holding in top 10

Funds holding in top 10: 72 → 58 (-14)

Holders
1,594
Holders Change
+21
Holders Change %
+1.34%
% of All Funds
32.68%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
1.19%
New
127
Increased
557
Reduced
617
Closed
92
Calls
$212M
Puts
$204M
Net Calls
+$7.95M
Net Calls Change
+$117M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$648M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$291M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$215M
4
BlackRock
BlackRock
New York
+$131M
5
PIF
Public Investment Fund
Saudi Arabia
+$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$422M
2
Wells Fargo
Wells Fargo
California
-$328M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$251M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$240M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$215M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1301
Cadence Bank
Mississippi
$292K – – –
SFP
1302
Shepherd Financial Partners
Massachusetts
$291K +$573 +4 +0.2%
USGIU
1303
U.S. Global Investors (USGI)
Texas
$290K – – –
SIC
1304
Shoker Investment Counsel
Ohio
$289K +$2K +14 +0.7%
SBA
1305
Secrest Blakey & Associates
North Carolina
$288K – – –
MS
1306
Maven Securities
Jersey
$287K +$276K +1,928 New
PJB
1307
Paul John Balson
California
$286K +$430 +3 +0.2%
SSA
1308
Schonfeld Strategic Advisors
New York
$284K +$274K +1,911 New
SACTSONJ
1309
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$283K – – –
BAM
1310
Belpointe Asset Management
Nevada
$282K -$11K -77 -4%
DA
1311
DSC Advisors
Illinois
$282K +$33.7K +235 +14%
CFSG
1312
Community Financial Services Group
Vermont
$280K +$270K +1,884 New
HFP
1313
Holistic Financial Partners
Indiana
$279K -$25.4K -177 -9%
Lazard Asset Management
1314
Lazard Asset Management
New York
$276K -$297K -2,073 -53%
ARMT
1315
Amica Retiree Medical Trust
Rhode Island
$276K – – –
BIA
1316
BHK Investment Advisors
Alabama
$276K +$46.5K +325 +21%
W
1317
WealthOne
New York
$275K +$286 +2 +0.1%
BW
1318
Bison Wealth
Georgia
$273K – – –
MA
1319
MCF Advisors
Kentucky
$273K – – –
WSCM
1320
Wellington Shields Capital Management
New York
$273K +$1.15K +8 +0.4%
FAN
1321
Financial Advisors Network
California
$270K -$42.4K -296 -14%
CWC
1322
Carolinas Wealth Consulting
North Carolina
$269K +$1.29K +9 +0.5%
FNBT
1323
FineMark National Bank & Trust
Florida
$269K +$1.86K +13 +0.7%
AIM
1324
Avity Investment Management
Connecticut
$268K – – –
WCM
1325
Wallace Capital Management
Texas
$267K – – –
51 52
53
54 55

ADP Hedge Fund Activity: Q2 2020 in Review

1,594 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2020, worth a combined $51.6B — up 8.3% from $47.6B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new ADP positions and 92 closed out — a net gain of 35 holders — while 557 added to existing stakes and 617 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $648M. The largest seller was Bank of America, cutting an estimated $422M.

  • 1,594 institutional investors held Automatic Data Processing (ADP) as of Q2 2020, up from 1,573 in Q1 2020.
  • Funds reported $51.6B of Automatic Data Processing stock for Q2 2020, up 8.3% quarter-over-quarter.
  • 127 funds opened new Automatic Data Processing positions in Q2 2020 and 92 closed out, a net change of +35 holders.
  • The largest Automatic Data Processing buyer in Q2 2020 was Wellington Management Group, an estimated $648M added.
  • The largest Automatic Data Processing seller in Q2 2020 was Bank of America, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2020.