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Automatic Data Processing

1,750 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 596 increasing their positions, 672 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 73

34% more call options, than puts

Call options by funds: $322M | Put options by funds: $240M

1% more funds holding

Funds holding: 1,7251,750 (+25)

5% more capital invested

Capital invested by funds: $64B → $66.9B (+$2.96B)

0.04% less ownership

Funds ownership: 79.85%79.81% (-0.04%)

6% less funds holding in top 10

Funds holding in top 10: 6763 (-4)

11% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 672

Holders
1,750
Holders Change
+25
Holders Change %
+1.45%
% of All Funds
30.46%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
1.1%
New
117
Increased
596
Reduced
672
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
1376
Well Done LLC
Michigan
$330K +$8.36K +43 +3%
TFF
1377
The Family Firm
Maryland
$329K +$1.17K +6 +0.4%
MWM
1378
Mascoma Wealth Management
New Hampshire
$328K +$11.3K +58 +4%
IC
1379
Intersect Capital
California
$328K +$28K +144 +10%
PTC
1380
Philadelphia Trust Company
Pennsylvania
$328K +$321K +1,650 New
SAM
1381
Strategy Asset Managers
California
$327K +$16.9K +87 +6%
CWC
1382
Carolinas Wealth Consulting
North Carolina
$325K -$227K -1,169 -42%
IFG
1383
Independent Financial Group
California
$324K +$23.7K +122 +8%
AIC
1384
Ameritas Investment Company
Nebraska
$324K +$30.9K +159 +12%
CANY
1385
Caxton Associates (New York)
New York
$323K +$316K +1,624 New
CIC
1386
Cornercap Investment Counsel
Georgia
$322K -$269K -1,383 -46%
SEEDPG
1387
S.E.E.D. Planning Group
New York
$321K
CAG
1388
Crestwood Advisors Group
Massachusetts
$319K -$19.4K -100 -6%
W
1389
WealthOne
New York
$319K
5L
1390
55I LLC
Massachusetts
$319K +$29.7K +153 +11%
CWM
1391
Cabot Wealth Management
Massachusetts
$318K
CFS
1392
Capital Financial Services
New York
$318K
NIG
1393
NFJ Investment Group
Texas
$318K +$311K +1,599 +53,300%
KFA
1394
Kelleher Financial Advisors
New York
$317K -$219K -1,128 -41%
BW
1395
Bison Wealth
Georgia
$317K -$204K -1,049 -40%
4WM
1396
44 Wealth Management
Oregon
$316K -$9.91K -51 -3%
BMWM
1397
Brown Miller Wealth Management
Virginia
$315K +$972 +5 +0.3%
UH
1398
Unigestion Holding
Switzerland
$313K -$73.7K -379 -19%
CNB
1399
Camden National Bank
Maine
$313K
GHAM
1400
Gilman Hill Asset Management
Connecticut
$313K +$1.17K +6 +0.4%

ADP Hedge Fund Activity: Q2 2021 in Review

1,750 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2021, worth a combined $66.9B — up 4.6% from $64B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ADP positions and 73 closed out — a net gain of 44 holders — while 596 added to existing stakes and 672 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $154M. The largest seller was JP Morgan Chase, cutting an estimated $280M.

  • 1,750 institutional investors held Automatic Data Processing (ADP) as of Q2 2021, up from 1,725 in Q1 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 117 funds opened new Automatic Data Processing positions in Q2 2021 and 73 closed out, a net change of +44 holders.
  • The largest Automatic Data Processing buyer in Q2 2021 was Traphagen Investment Advisors, an estimated $154M added.
  • The largest Automatic Data Processing seller in Q2 2021 was JP Morgan Chase, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2021.