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Automatic Data Processing

1,750 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 596 increasing their positions, 672 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 73

34% more call options, than puts

Call options by funds: $322M | Put options by funds: $240M

1% more funds holding

Funds holding: 1,7251,750 (+25)

5% more capital invested

Capital invested by funds: $64B → $66.9B (+$2.96B)

0.04% less ownership

Funds ownership: 79.85%79.81% (-0.04%)

6% less funds holding in top 10

Funds holding in top 10: 6763 (-4)

11% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 672

Holders
1,750
Holders Change
+25
Holders Change %
+1.45%
% of All Funds
30.46%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
1.1%
New
117
Increased
596
Reduced
672
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
1326
Isthmus Partners
Wisconsin
$387K
CA
1327
Calton & Associates
Florida
$387K +$24.7K +127 +7%
MWPCG
1328
Measured Wealth Private Client Group
New Hampshire
$385K +$2.92K +15 +0.8%
NAG
1329
Northstar Advisory Group
New Jersey
$384K +$35K +180 +10%
AT
1330
Arden Trust
Delaware
$383K -$35.4K -182 -9%
PAMG
1331
Patton Albertson Miller Group
Tennessee
$379K
RWM
1332
Ritholtz Wealth Management
New York
$378K +$102K +524 +38%
SACTSONJ
1333
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$377K
CAMG
1334
CWA Asset Management Group
Florida
$373K -$39.8K -205 -10%
GAG
1335
GM Advisory Group
New York
$371K
DT
1336
Daniels + Tansey
Delaware
$370K -$68K -350 -16%
SWM
1337
Shakespeare Wealth Management
Wisconsin
$370K -$19.4K -100 -5%
MWM
1338
Mission Wealth Management
California
$370K +$95.8K +493 +36%
FNBT
1339
FineMark National Bank & Trust
Florida
$369K -$389 -2 -0.1%
ECM
1340
EagleClaw Capital Management
Massachusetts
$369K
CBT
1341
CoreFirst Bank & Trust
Kansas
$368K -$4.66K -24 -1%
Eagle Capital Management (New York)
1342
Eagle Capital Management (New York)
New York
$368K +$360K +1,853 New
VWM
1343
Vigilare Wealth Management
Arizona
$367K -$25.5K -131 -7%
ONST
1344
Old North State Trust
North Carolina
$367K -$5.05K -26 -1%
MA
1345
MCF Advisors
Kentucky
$364K -$19.4K -100 -5%
CFP
1346
Curran Financial Partners
South Carolina
$363K -$14.6K -75 -4%
GSEP
1347
Golden State Equity Partners
California
$363K +$88.8K +457 +33%
EWM
1348
EPG Wealth Management
Georgia
$361K -$4.66K -24 -1%
FAN
1349
Financial Advisors Network
California
$361K +$1.36K +7 +0.4%
PP
1350
Prudential plc
United Kingdom
$361K +$354K +1,820 New

ADP Hedge Fund Activity: Q2 2021 in Review

1,750 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2021, worth a combined $66.9B — up 4.6% from $64B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ADP positions and 73 closed out — a net gain of 44 holders — while 596 added to existing stakes and 672 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $154M. The largest seller was JP Morgan Chase, cutting an estimated $280M.

  • 1,750 institutional investors held Automatic Data Processing (ADP) as of Q2 2021, up from 1,725 in Q1 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 117 funds opened new Automatic Data Processing positions in Q2 2021 and 73 closed out, a net change of +44 holders.
  • The largest Automatic Data Processing buyer in Q2 2021 was Traphagen Investment Advisors, an estimated $154M added.
  • The largest Automatic Data Processing seller in Q2 2021 was JP Morgan Chase, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2021.