We are live on ! Find out more
ADP icon

Automatic Data Processing

1,749 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 624 increasing their positions, 653 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 74

0% less capital invested

Capital invested by funds: $66.9B → $66.9B (-$49M)

0% less funds holding

Funds holding: 1,7511,749 (-2)

0.41% less ownership

Funds ownership: 79.81%79.4% (-0.41%)

4% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 653

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

28% less call options, than puts

Call options by funds: $320M | Put options by funds: $443M

Holders
1,749
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
30.61%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
1.05%
New
91
Increased
624
Reduced
653
Closed
74
Calls
$320M
Puts
$443M
Net Calls
-$123M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1351
Wealth Management Associates
New Jersey
$362K
BRM
1352
Boston Research & Management
Massachusetts
$362K
VAM
1353
Verity Asset Management
North Carolina
$361K +$7.62K +37 +2%
Members Trust
1354
Members Trust
Florida
$361K +$54.8K +266 +17%
TF
1355
Trek Financial
Arizona
$361K +$372K +1,808 New
PI
1356
Putnam Investments
Massachusetts
$360K
PMG
1357
ProVise Management Group
Florida
$359K -$83.4K -405 -18%
DT
1358
Daniels + Tansey
Delaware
$359K
WCM
1359
Wallace Capital Management
Texas
$358K
QT
1360
Quantamental Technologies
New York
$358K +$50.7K +246 +16%
CWS
1361
Cypress Wealth Services
California
$356K -$135K -657 -27%
TFF
1362
The Family Firm
Maryland
$356K +$2.68K +13 +0.8%
CAM
1363
Columbia Asset Management
Michigan
$355K +$412 +2 +0.1%
IBOK
1364
Independence Bank of Kentucky
Kentucky
$355K +$5.15K +25 +1%
BMCM
1365
Bryn Mawr Capital Management
Pennsylvania
$354K +$365K +1,771 New
SWM
1366
Shakespeare Wealth Management
Wisconsin
$350K
VWM
1367
Vigilare Wealth Management
Arizona
$348K -$22K -107 -6%
MIM
1368
Marco Investment Management
Georgia
$348K
PCM
1369
Penserra Capital Management
California
$347K +$41.2K +200 +13%
IC
1370
Intersect Capital
California
$346K +$16.1K +78 +5%
MWA
1371
Martel Wealth Advisors
Washington
$345K +$108K +525 +44%
SAM
1372
Strategy Asset Managers
California
$342K +$13.6K +66 +4%
GSEP
1373
Golden State Equity Partners
California
$340K -$26.4K -128 -7%
AIA
1374
AIMZ Investment Advisors
California
$337K
GWM
1375
GSB Wealth Management
Connecticut
$336K -$821K -3,986 -70%

ADP Hedge Fund Activity: Q3 2021 in Review

1,749 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2021, worth a combined $66.9B — down 0.07% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ADP positions and 74 closed out — a net gain of 17 holders — while 624 added to existing stakes and 653 trimmed.

The largest buyer was UBS AM, adding an estimated $205M. The largest seller was Wellington Management Group, cutting an estimated $717M.

  • 1,749 institutional investors held Automatic Data Processing (ADP) as of Q3 2021, down from 1,751 in Q2 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q3 2021, down 0.07% quarter-over-quarter.
  • 91 funds opened new Automatic Data Processing positions in Q3 2021 and 74 closed out, a net change of +17 holders.
  • The largest Automatic Data Processing buyer in Q3 2021 was UBS AM, an estimated $205M added.
  • The largest Automatic Data Processing seller in Q3 2021 was Wellington Management Group, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2021.