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Automatic Data Processing
ADP

Overview Fund Activity

1,718 hedge funds and large institutions have $63.8B invested in Automatic Data Processing in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 603 increasing their positions, 672 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,718
Holders Change
+19
Holders Change %
+1.12%
% of All Funds
30.25%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
1.16%
New
129
Increased
603
Reduced
672
Closed
88
Calls
$361M
Puts
$238M
Net Calls
+$123M
Net Calls Change
+$69.2M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$599M
2
First Trust Advisors
First Trust Advisors
Illinois
+$195M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$168M
4
EAM
Eagle Asset Management
Florida
+$144M
5
BI
BlueSpruce Investments
Illinois
+$126M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$229M
2
Wells Fargo
Wells Fargo
California
-$182M
3
Nomura Holdings
Nomura Holdings
Japan
-$166M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$155M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAG
1351
Northstar Advisory Group
New Jersey
$330K -$693K -3,677 -68%
BOPW
1352
Brandywine Oak Private Wealth
Pennsylvania
$328K -$3.2K -17 -1%
MIM
1353
Marco Investment Management
Georgia
$328K – – –
MFS
1354
Mirabella Financial Services
United Kingdom
$327K -$7.11M -37,763 -96%
CG
1355
Corundum Group
Colorado
$323K +$3.39K +18 +1%
SAM
1356
Secure Asset Management
Michigan
$321K -$61.8K -328 -16%
CAG
1357
Crestwood Advisors Group
Massachusetts
$321K +$16.6K +88 +5%
VVP
1358
Venture Visionary Partners
Ohio
$318K -$10.7K -57 -3%
EI
1359
Ellevest Inc
New York
$318K -$5.46K -29 -2%
AIA
1360
AIMZ Investment Advisors
California
$318K – – –
FAM
1361
Formidable Asset Management
Ohio
$316K – – –
AC
1362
Apella Capital
Connecticut
$313K – – –
TFF
1363
The Family Firm
Maryland
$311K – – –
4WM
1364
44 Wealth Management
Oregon
$310K -$387K -2,052 -56%
CFN
1365
Cordasco Financial Network
Florida
$306K – – –
SEEDPG
1366
S.E.E.D. Planning Group
New York
$305K – – –
WDL
1367
Well Done LLC
Michigan
$305K +$44.3K +235 +17%
CSPIA
1368
Cary Street Partners Investment Advisory
Virginia
$303K -$162K -859 -35%
W
1369
WealthOne
New York
$303K -$2.26K -12 -0.7%
SCA
1370
STALEY CAPITAL ADVISERS
Pennsylvania
$303K – – –
NCM
1371
Nelson Capital Management
California
$302K – – –
CFS
1372
Capital Financial Services
New York
$302K – – –
CWM
1373
Cabot Wealth Management
Massachusetts
$302K +$74.7K +396 +33%
MWM
1374
Mascoma Wealth Management
New Hampshire
$300K +$300K +1,593 New
PCS
1375
Personal CFO Solutions
New Jersey
$299K -$69.1K -367 -19%
53 54
55
56 57