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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
PCM
1326
Pennsylvania Capital Management
Pennsylvania
$347K +$2.79K +17 +0.8%
SIC
1327
Shoker Investment Counsel
Ohio
$346K +$2.13K +13 +0.7%
BL
1328
Balentine LLC
Georgia
$346K +$14.3K +87 +5%
PCS
1329
Personal CFO Solutions
New Jersey
$345K +$59.6K +363 +23%
JIP
1330
Jaffetilchin Investment Partners
Florida
$345K +$321K +1,956 New
CB
1331
Cadence Bank
Mississippi
$344K
USGIU
1332
U.S. Global Investors (USGI)
Texas
$344K
BRM
1333
Boston Research & Management
Massachusetts
$342K
TCBWMS
1334
Texas Capital Bank Wealth Management Services
Texas
$342K +$9.36K +57 +3%
GFPC
1335
Global Financial Private Client
Florida
$341K -$34K -207 -10%
TAM
1336
Taurus Asset Management
New York
$340K -$60.8K -370 -16%
MWPCG
1337
Measured Wealth Private Client Group
New Hampshire
$339K -$41.1K -250 -12%
CAM
1338
Columbia Asset Management
Michigan
$338K +$493 +3 +0.2%
FNBT
1339
FineMark National Bank & Trust
Florida
$338K +$17.4K +106 +6%
ISWM
1340
Independent Solutions Wealth Management
New York
$337K +$17.9K +109 +6%
DA
1341
DSC Advisors
Illinois
$336K -$107K -650 -25%
SACTSONJ
1342
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$335K
CBT
1343
CoreFirst Bank & Trust
Kansas
$331K +$308K +1,876 New
PAMG
1344
Patton Albertson Miller Group
Tennessee
$330K -$1.48K -9 -0.5%
PVWM
1345
Point View Wealth Management
New Jersey
$330K
GAG
1346
GM Advisory Group
New York
$329K -$46.8K -285 -13%
SAM
1347
Strategy Asset Managers
California
$328K -$1.15K -7 -0.4%
PI
1348
Putnam Investments
Massachusetts
$327K -$266K -1,621 -47%
MA
1349
MCF Advisors
Kentucky
$323K
SWM
1350
Shakespeare Wealth Management
Wisconsin
$323K

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.