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Automatic Data Processing

1,520 hedge funds and large institutions have $56.2B invested in Automatic Data Processing in 2019 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 504 increasing their positions, 601 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 84

26% more funds holding in top 10

Funds holding in top 10: 7696 (+20)

22% more capital invested

Capital invested by funds: $46B → $56.2B (+$10.2B)

3% more funds holding

Funds holding: 1,4711,520 (+49)

0.51% more ownership

Funds ownership: 80.47%80.98% (+0.51%)

3% less call options, than puts

Call options by funds: $591M | Put options by funds: $609M

16% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 601

Holders
1,520
Holders Change
+49
Holders Change %
+3.33%
% of All Funds
32.9%
Holding in Top 10
96
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+26.32%
% of All Funds
2.08%
New
145
Increased
504
Reduced
601
Closed
84
Calls
$591M
Puts
$609M
Net Calls
-$18.1M
Net Calls Change
-$340M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1351
Peddock Capital Advisors
Massachusetts
$200K
NB
1352
Northwest Bancshares
Pennsylvania
$200K +$182K +1,250 New
MA
1353
MANA Advisors
New York
$200K +$182K +1,255 New
AIC
1354
Ameritas Investment Company
Nebraska
$195K -$706K -4,857 -80%
LWA
1355
Lowe Wealth Advisors
Maryland
$194K
IWP
1356
Icon Wealth Partners
Texas
$193K +$28.2K +194 +19%
HR
1357
Howe & Rusling
New York
$192K
VCM
1358
Versant Capital Management
Arizona
$180K -$46.3K -319 -22%
SIAS
1359
Shine Investment Advisory Services
Colorado
$177K
1IA
1360
1834 Investment Advisors
Wisconsin
$176K
PCFFS
1361
Pacific Center for Financial Services
California
$173K
C
1362
Cerebellum
California
$171K +$128K +880 +458%
GCM
1363
Grisanti Capital Management
New York
$167K
CI
1364
Cavalier Investments
Georgia
$166K +$151K +1,039 New
TA
1365
TCG Advisors
Texas
$161K +$145K +1,000 New
TC
1366
Truvestments Capital
Florida
$160K +$145K +1,000 New
ST
1367
Sageworth Trust
Pennsylvania
$156K +$142K +976 New
MCM
1368
Manchester Capital Management
Vermont
$152K -$8.72K -60 -6%
MIFH
1369
Migdal Insurance & Financial Holdings
Israel
$150K +$11.5K +79 +9%
TL
1370
TrueWealth LLC
Georgia
$149K +$436 +3 +0.3%
FC
1371
Ferris Capital
Massachusetts
$145K
LWA
1372
Lenox Wealth Advisors
New York
$144K
GT
1373
Glenmede Trust
Pennsylvania
$143K +$725K +4,990 +0.6%
CWA
1374
Clarus Wealth Advisors
Arizona
$136K -$872 -6 -0.7%
SHJ
1375
Sharkey, Howes & Javer
Colorado
$136K

ADP Hedge Fund Activity: Q1 2019 in Review

1,520 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2019, worth a combined $56.2B — up 22% from $46B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new ADP positions and 84 closed out — a net gain of 61 holders — while 504 added to existing stakes and 601 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $320M. The largest seller was Polen Capital Management, cutting an estimated $186M.

  • 1,520 institutional investors held Automatic Data Processing (ADP) as of Q1 2019, up from 1,471 in Q4 2018.
  • Funds reported $56.2B of Automatic Data Processing stock for Q1 2019, up 22% quarter-over-quarter.
  • 145 funds opened new Automatic Data Processing positions in Q1 2019 and 84 closed out, a net change of +61 holders.
  • The largest Automatic Data Processing buyer in Q1 2019 was JP Morgan Chase, an estimated $320M added.
  • The largest Automatic Data Processing seller in Q1 2019 was Polen Capital Management, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2019.