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Automatic Data Processing

1,749 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 624 increasing their positions, 653 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 74

0% less capital invested

Capital invested by funds: $66.9B → $66.9B (-$49M)

0% less funds holding

Funds holding: 1,7511,749 (-2)

0.41% less ownership

Funds ownership: 79.81%79.4% (-0.41%)

4% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 653

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

28% less call options, than puts

Call options by funds: $320M | Put options by funds: $443M

Holders
1,749
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
30.61%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
1.05%
New
91
Increased
624
Reduced
653
Closed
74
Calls
$320M
Puts
$443M
Net Calls
-$123M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
1301
DB Wealth Management Group
California
$421K
TC
1302
Toews Corporation
New Jersey
$420K +$433K +2,100 New
MFG
1303
Magnus Financial Group
New York
$419K
LCM
1304
LCM Capital Management
Illinois
$415K -$10.7K -52 -2%
PA
1305
PFG Advisors
Arizona
$415K +$4.12K +20 +1%
LBC
1306
Lawrence B. Cohen
$414K
BIA
1307
BHK Investment Advisors
Alabama
$411K -$13.4K -65 -3%
1WA
1308
180 Wealth Advisors
Washington
$411K -$4.53K -22 -1%
Fisher Asset Management
1309
Fisher Asset Management
Washington
$410K +$19.4K +94 +5%
KFA
1310
Krane Funds Advisors
New York
$407K +$419K +2,035 New
PPP
1311
Private Portfolio Partners
New Jersey
$406K +$206 +1 +0%
HFP
1312
Holistic Financial Partners
Indiana
$406K -$40.6K -197 -9%
CAMG
1313
CWA Asset Management Group
Florida
$405K +$32.1K +156 +8%
SFFS
1314
Stonehage Fleming Financial Services
Jersey
$404K
BOM
1315
Bank of Marin
California
$402K
WG
1316
Welch Group
Alabama
$401K
AFG
1317
Albion Financial Group
Utah
$400K
PC
1318
Permanens Capital
New York
$400K
SAM
1319
Sawgrass Asset Management
Florida
$398K -$410K -1,990 -50%
FC
1320
Forte Capital
New York
$398K -$62.6K -304 -13%
SIC
1321
Shoker Investment Counsel
Ohio
$398K +$1.85K +9 +0.5%
SB
1322
Strategic Blueprint
Georgia
$397K -$350K -1,697 -46%
RM
1323
Resource Management
Louisiana
$397K
TWA
1324
TCI Wealth Advisors
Arizona
$395K +$195K +945 +92%
CWM
1325
Chronos Wealth Management
Florida
$394K

ADP Hedge Fund Activity: Q3 2021 in Review

1,749 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2021, worth a combined $66.9B — down 0.07% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ADP positions and 74 closed out — a net gain of 17 holders — while 624 added to existing stakes and 653 trimmed.

The largest buyer was UBS AM, adding an estimated $205M. The largest seller was Wellington Management Group, cutting an estimated $717M.

  • 1,749 institutional investors held Automatic Data Processing (ADP) as of Q3 2021, down from 1,751 in Q2 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q3 2021, down 0.07% quarter-over-quarter.
  • 91 funds opened new Automatic Data Processing positions in Q3 2021 and 74 closed out, a net change of +17 holders.
  • The largest Automatic Data Processing buyer in Q3 2021 was UBS AM, an estimated $205M added.
  • The largest Automatic Data Processing seller in Q3 2021 was Wellington Management Group, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2021.