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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
VAG
1326
VisionPoint Advisory Group
Texas
$262K +$9.6K +67 +4%
SFC
1327
SYM Financial Corp
Indiana
$260K – – –
CVM
1328
Cheviot Value Management
California
$258K -$56K -391 -18%
SAM
1329
Secure Asset Management
Michigan
$258K +$1.57K +11 +0.6%
EMG
1330
ETF Managers Group
New Jersey
$258K +$252K +1,762 New
SIG
1331
Sargent Investment Group
Maryland
$257K – – –
SIM
1332
Sentry Investment Management
Wisconsin
$254K -$3.66M -25,560 -94%
IFWM
1333
Institute for Wealth Management
Colorado
$254K +$20.1K +140 +9%
GL
1334
Graypoint LLC
New York
$253K -$86.1K -601 -26%
CWP
1335
CFM Wealth Partners
Texas
$253K – – –
AIP
1336
Almanack Investment Partners
Pennsylvania
$252K -$73.5K -513 -23%
APG
1337
Abacus Planning Group
South Carolina
$252K – – –
AIA
1338
AIMZ Investment Advisors
California
$251K – – –
GWM
1339
GSB Wealth Management
Connecticut
$250K – – –
FFC
1340
First Financial Corp
Indiana
$250K +$7.3K +51 +3%
Members Trust
1341
Members Trust
Florida
$249K +$239K +1,670 New
LWA
1342
Lenox Wealth Advisors
New York
$248K -$6.45K -45 -3%
AC
1343
Apella Capital
Connecticut
$248K – – –
LJAC
1344
L.J. Altfest & Co
New York
$247K +$237K +1,656 New
GHAM
1345
Gilman Hill Asset Management
Connecticut
$246K +$21.5K +150 +10%
FIM
1346
Frontier Investment Management
Texas
$245K – – –
GA
1347
Geller Advisors
New York
$245K +$234K +1,633 New
DWM
1348
Destination Wealth Management
California
$244K -$41.1K -287 -15%
BWM
1349
Baystate Wealth Management
Massachusetts
$244K -$17.8K -124 -7%
MFW
1350
Mosaic Family Wealth
Missouri
$244K – – –
52 53
54
55 56

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.