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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
SAM
1376
Secure Asset Management
Michigan
$336K -$2.68K -13 -0.8%
PTC
1377
Philadelphia Trust Company
Pennsylvania
$336K +$6.8K +33 +2%
MWPCG
1378
Measured Wealth Private Client Group
New Hampshire
$335K -$54K -262 -14%
PCS
1379
Personal CFO Solutions
New Jersey
$333K +$33.4K +162 +11%
LWP
1380
Lumature Wealth Partners
Georgia
$332K +$51.5K +250 +18%
MWM
1381
Mascoma Wealth Management
New Hampshire
$330K
CWC
1382
Carolinas Wealth Consulting
North Carolina
$328K +$412 +2 +0.1%
IFG
1383
Independent Financial Group
California
$326K
AIC
1384
Ameritas Investment Company
Nebraska
$326K +$37.9K +184 +13%
OWP
1385
Obermeyer Wealth Partners
Colorado
$325K +$61.8K +300 +23%
AFG
1386
Allegheny Financial Group
Pennsylvania
$324K -$10.1K -49 -3%
ACM
1387
AlphaStar Capital Management
North Carolina
$324K +$37.1K +180 +14%
SCA
1388
STALEY CAPITAL ADVISERS
Pennsylvania
$322K +$332K +1,610 New
CAG
1389
Crestwood Advisors Group
Massachusetts
$321K
W
1390
WealthOne
New York
$321K
CIC
1391
Cornercap Investment Counsel
Georgia
$320K -$4.12K -20 -1%
CWM
1392
Cabot Wealth Management
Massachusetts
$320K
CFS
1393
Capital Financial Services
New York
$320K
BW
1394
Bison Wealth
Georgia
$319K
BMWM
1395
Brown Miller Wealth Management
Virginia
$318K +$824 +4 +0.3%
CFS
1396
CRA Financial Services
New Jersey
$318K +$31.9K +155 +11%
WI
1397
WrapManager Inc
California
$315K -$206 -1 -0.1%
GHAM
1398
Gilman Hill Asset Management
Connecticut
$315K
CAAS
1399
Capital Asset Advisory Services
Michigan
$315K +$14.2K +69 +5%
FFA
1400
Founders Financial Alliance
North Carolina
$315K +$24.7K +120 +8%

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.