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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
AC
1326
Avestar Capital
New York
$29K +$1.14K +9 +4%
BAMG
1327
Brand Asset Management Group
Missouri
$28K +$26.2K +207 New
MSFP
1328
Mark Sheptoff Financial Planning
Connecticut
$27K
RAM
1329
Riggs Asset Management
Pennsylvania
$27K
WWM
1330
Willingdon Wealth Management
North Carolina
$27K
JA
1331
JOYN Advisors
Georgia
$26K +$23.2K +183 +1,525%
KJWM
1332
Kiley Juergens Wealth Management
Washington
$26K +$25.3K +200 New
OIA
1333
OneDigital Investment Advisors
Kansas
$25K -$2.79K -22 -10%
SBL
1334
Sargent Bickham Lagudis
Colorado
$25K -$887 -7 -4%
EIP
1335
Epoch Investment Partners
New York
$23.7K -$3.78M -29,860 -14%
BWL
1336
Bogart Wealth LLC
Virginia
$22K +$12.7K +100 +143%
TFO
1337
Tarbox Family Office
California
$21K
GI
1338
Gradient Investments
Minnesota
$21K +$4.44K +35 +28%
AWM
1339
Avondale Wealth Management
Texas
$20K
OAJ
1340
Ogorek Anthony Joseph
New York
$20K
RCG
1341
Ruggie Capital Group
Florida
$19K
SQA
1342
Simon Quick Advisors
New Jersey
$19K +$1.9K +15 +12%
IBOK
1343
Independence Bank of Kentucky
Kentucky
$18K
KL
1344
KWMG LLC
Kansas
$18K +$16.7K +132 New
PFGIA
1345
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$887 -7 -5%
BWM
1346
BerganKDV Wealth Management
Minnesota
$17K +$16.2K +128 New
TC
1347
Trilogy Capital
California
$16K +$6.46K +51 +78%
PGWM
1348
Parisi Gray Wealth Management
New Jersey
$15K
PW
1349
Price Wealth
Texas
$15K +$14.3K +113 New
WPW
1350
Winthrop Partners - WNY
New York
$13.4K

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.