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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
SFG
1376
SevenBridge Financial Group
Pennsylvania
$213K
CWP
1377
CFM Wealth Partners
Texas
$212K -$25.5K -182 -11%
HDIM
1378
Hanson & Doremus Investment Management
Vermont
$212K
WG
1379
Welch Group
Alabama
$212K
SAA
1380
Southeast Asset Advisors
Georgia
$212K +$213K +1,521 New
PWA
1381
Providence Wealth Advisors
Illinois
$210K
SIC
1382
Samalin Investment Counsel
New York
$210K +$17.1K +122 +9%
DWM
1383
Destination Wealth Management
California
$209K -$19.8K -141 -9%
GSC
1384
G&S Capital
Colorado
$209K -$3.08K -22 -1%
JWBC
1385
John W. Bristol & Co
New York
$208K +$209K +1,491 New
FC
1386
FCA Corp
Texas
$207K
EWM
1387
EPG Wealth Management
Georgia
$207K +$140 +1 +0.1%
CVM
1388
Cheviot Value Management
California
$206K -$36.4K -260 -15%
BAM
1389
Beaumont Asset Management
Texas
$206K
BS
1390
Bessemer Securities
New York
$206K
LOPW
1391
Live Oak Private Wealth
North Carolina
$206K
JCM
1392
Janney Capital Management
Pennsylvania
$201K
HWM
1393
Hohimer Wealth Management
Washington
$201K +$420 +3 +0.2%
PL
1394
Perpetual Ltd
Australia
$200K
RIM
1395
Rampart Investment Management
Connecticut
$198K -$753K -5,377 -79%
CIA
1396
CSat Investment Advisory
Michigan
$196K +$19.1K +136 +11%
MPWT
1397
MassMutual Private Wealth & Trust
Connecticut
$189K -$8.13K -58 -4%
BFG
1398
Baron Financial Group
New Jersey
$184K +$185K +1,322 New
RCC
1399
Red Cedar Capital
Nebraska
$180K -$10.1K -72 -5%
FCT
1400
Family Capital Trust
Massachusetts
$174K

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.