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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
HPWM
1351
Highland Private Wealth Management
Washington
$244K +$234K +1,637 New
CNB
1352
Camden National Bank
Maine
$243K -$859 -6 -0.4%
IWC
1353
Integrated Wealth Concepts
Massachusetts
$243K +$234K +1,631 New
TFF
1354
The Family Firm
Maryland
$243K +$234K +1,634 New
CFN
1355
Cordasco Financial Network
Florida
$242K -$71.6K -500 -24%
GA
1356
Gateway Advisory
New Jersey
$242K – – –
MAM
1357
Meeder Asset Management
Ohio
$242K +$47.7K +333 +26%
HR
1358
Hayden Royal
North Carolina
$240K -$265K -1,849 -54%
QI
1359
Qtron Investments
Massachusetts
$240K -$150K -1,048 -39%
AF
1360
Allworth Financial
California
$240K +$143 +1 +0.1%
SIA
1361
Starfire Investment Advisers
Michigan
$239K – – –
KFA
1362
Kelleher Financial Advisors
New York
$238K -$132K -920 -37%
WA
1363
Wheatland Advisors
Pennsylvania
$238K – – –
FAM
1364
Formidable Asset Management
Ohio
$238K +$229K +1,602 New
WP
1365
WealthSource Partners
California
$237K – – –
LWM
1366
Lenox Wealth Management
Ohio
$236K +$191K +1,331 +532%
IGGA
1367
Iron Gate Global Advisors
Utah
$236K +$228K +1,592 New
CASB
1368
Cape Ann Savings Bank
Massachusetts
$235K +$226K +1,578 New
WA
1369
Waverly Advisors
Alabama
$234K +$2.86K +20 +1%
AC
1370
Alexandria Capital
Virginia
$234K +$225K +1,569 New
AA
1371
ALPS Advisors
Colorado
$233K -$24.9K -174 -10%
ISWM
1372
Independent Solutions Wealth Management
New York
$233K +$224K +1,563 New
IFS
1373
Ifrah Financial Services
Arkansas
$232K -$4.73K -33 -2%
GAMC
1374
Garner Asset Management Corp
Texas
$232K +$223K +1,560 New
ROTUOC
1375
Regents of the University of California
California
$231K – – –
53 54
55
56 57

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.