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Automatic Data Processing

1,706 hedge funds and large institutions have $60B invested in Automatic Data Processing in 2020 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 549 increasing their positions, 635 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 72

78% more funds holding in top 10

Funds holding in top 10: 3766 (+29)

30% more call options, than puts

Call options by funds: $236M | Put options by funds: $182M

24% more capital invested

Capital invested by funds: $48.4B → $60B (+$11.6B)

9% more funds holding

Funds holding: 1,5641,706 (+142)

1.14% less ownership

Funds ownership: 80.81%79.66% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 635

Holders
1,706
Holders Change
+142
Holders Change %
+9.08%
% of All Funds
30.19%
Holding in Top 10
66
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+78.38%
% of All Funds
1.17%
New
233
Increased
549
Reduced
635
Closed
72
Calls
$236M
Puts
$182M
Net Calls
+$54.2M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ONST
1376
Old North State Trust
North Carolina
$297K +$138K +838 +99%
APG
1377
Abacus Planning Group
South Carolina
$296K -$2.46K -15 -0.9%
GWM
1378
GSB Wealth Management
Connecticut
$296K
LWA
1379
Lenox Wealth Advisors
New York
$293K
OIA
1380
OneDigital Investment Advisors
Kansas
$292K -$107K -651 -28%
CFM
1381
Coronation Fund Managers
South Africa
$292K -$5.75K -35 -2%
AC
1382
Apella Capital
Connecticut
$292K -$493 -3 -0.2%
MFW
1383
Mosaic Family Wealth
Missouri
$289K
PFO
1384
Pathstone Family Office
New Jersey
$288K +$213K +1,299 +385%
CFN
1385
Cordasco Financial Network
Florida
$286K
KPW
1386
Kore Private Wealth
New York
$286K +$267K +1,624 New
SEEDPG
1387
S.E.E.D. Planning Group
New York
$285K -$73.7K -449 -22%
W
1388
WealthOne
New York
$285K -$37.8K -230 -12%
CAG
1389
Crestwood Advisors Group
Massachusetts
$285K +$265K +1,616 New
AF
1390
Allworth Financial
California
$284K -$328 -2 -0.1%
FAM
1391
Formidable Asset Management
Ohio
$284K
SCA
1392
STALEY CAPITAL ADVISERS
Pennsylvania
$284K
VAM
1393
Verity Asset Management
North Carolina
$284K +$264K +1,610 New
NCM
1394
Nelson Capital Management
California
$282K -$70.6K -430 -21%
GHAM
1395
Gilman Hill Asset Management
Connecticut
$282K -$4.11K -25 -2%
CFS
1396
Capital Financial Services
New York
$282K +$263K +1,600 New
KFA
1397
Kelleher Financial Advisors
New York
$281K
CNB
1398
Camden National Bank
Maine
$278K -$821 -5 -0.3%
TI
1399
Tidal Investments
Wisconsin
$277K +$258K +1,572 New
CST
1400
Charles Schwab Trust
Nevada
$275K +$257K +1,563 New

ADP Hedge Fund Activity: Q4 2020 in Review

1,706 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2020, worth a combined $60B — up 24% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new ADP positions and 72 closed out — a net gain of 161 holders — while 549 added to existing stakes and 635 trimmed.

The largest buyer was Capital World Investors, adding an estimated $687M. The largest seller was Ameriprise, cutting an estimated $251M.

  • 1,706 institutional investors held Automatic Data Processing (ADP) as of Q4 2020, up from 1,564 in Q3 2020.
  • Funds reported $60B of Automatic Data Processing stock for Q4 2020, up 24% quarter-over-quarter.
  • 233 funds opened new Automatic Data Processing positions in Q4 2020 and 72 closed out, a net change of +161 holders.
  • The largest Automatic Data Processing buyer in Q4 2020 was Capital World Investors, an estimated $687M added.
  • The largest Automatic Data Processing seller in Q4 2020 was Ameriprise, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2020.