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Automatic Data Processing

1,564 hedge funds and large institutions have $48.4B invested in Automatic Data Processing in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 519 increasing their positions, 644 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 80.64%80.81% (+0.16%)

5% less call options, than puts

Call options by funds: $210M | Put options by funds: $221M

10% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 115

2% less funds holding

Funds holding: 1,5941,564 (-30)

6% less capital invested

Capital invested by funds: $51.6B → $48.4B (-$3.15B)

19% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 644

36% less funds holding in top 10

Funds holding in top 10: 5837 (-21)

Holders
1,564
Holders Change
-30
Holders Change %
-1.88%
% of All Funds
31.56%
Holding in Top 10
37
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-36.21%
% of All Funds
0.75%
New
104
Increased
519
Reduced
644
Closed
115
Calls
$210M
Puts
$221M
Net Calls
-$11.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1351
Lenox Wealth Advisors
New York
$232K
FAM
1352
Formidable Asset Management
Ohio
$232K +$9.81K +70 +4%
LC
1353
Lindbrook Capital
California
$231K -$139K -994 -37%
PWMAG
1354
Pinnacle Wealth Management Advisory Group
New Jersey
$231K +$29.3K +209 +14%
LOAMS
1355
Lombard Odier Asset Management (Switzerland)
Switzerland
$231K +$232K +1,654 New
MFW
1356
Mosaic Family Wealth
Missouri
$229K
GHAM
1357
Gilman Hill Asset Management
Connecticut
$227K -$3.5K -25 -2%
FFA
1358
Founders Financial Alliance
North Carolina
$227K +$207K +1,474 New
CFN
1359
Cordasco Financial Network
Florida
$226K
AF
1360
Allworth Financial
California
$225K +$140 +1 +0.1%
SCA
1361
STALEY CAPITAL ADVISERS
Pennsylvania
$225K +$226K +1,610 New
KFA
1362
Kelleher Financial Advisors
New York
$223K
SEC
1363
Seven Eight Capital
New York
$223K +$224K +1,600 New
IGGA
1364
Iron Gate Global Advisors
Utah
$222K +$280 +2 +0.1%
VIA
1365
Vident Investment Advisory
Georgia
$222K +$224K +1,595 New
CNB
1366
Camden National Bank
Maine
$220K -$7.29K -52 -3%
SFG
1367
SNS Financial Group
Minnesota
$219K +$3.08K +22 +1%
CG
1368
Corundum Group
Colorado
$218K +$219K +1,565 New
HW
1369
Hancock Whitney
Mississippi
$217K -$648K -4,621 -75%
IFS
1370
Ifrah Financial Services
Arkansas
$217K -$280 -2 -0.1%
ROTUOC
1371
Regents of the University of California
California
$216K
RM
1372
Resource Management
Louisiana
$216K
VAG
1373
VisionPoint Advisory Group
Texas
$214K -$37K -264 -15%
EI
1374
Ellevest Inc
New York
$214K -$981 -7 -0.5%
XWM
1375
Xcel Wealth Management
Florida
$214K

ADP Hedge Fund Activity: Q3 2020 in Review

1,564 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2020, worth a combined $48.4B — down 6.1% from $51.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of ADP and 104 opened new positions — a net loss of 11 holders — while 644 trimmed existing stakes and 519 added.

The largest buyer was Harris Associates, adding an estimated $287M. The largest seller was Polen Capital Management, cutting an estimated $795M.

  • 1,564 institutional investors held Automatic Data Processing (ADP) as of Q3 2020, down from 1,594 in Q2 2020.
  • Funds reported $48.4B of Automatic Data Processing stock for Q3 2020, down 6.1% quarter-over-quarter.
  • 104 funds opened new Automatic Data Processing positions in Q3 2020 and 115 closed out, a net change of -11 holders.
  • The largest Automatic Data Processing buyer in Q3 2020 was Harris Associates, an estimated $287M added.
  • The largest Automatic Data Processing seller in Q3 2020 was Polen Capital Management, an estimated $795M sold.

Based on aggregated 13F filings for Q3 2020.