We are live on ! Find out more
ADP icon

Automatic Data Processing

1,472 hedge funds and large institutions have $46B invested in Automatic Data Processing in 2018 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 425 increasing their positions, 599 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 112

55% more call options, than puts

Call options by funds: $904M | Put options by funds: $582M

4% more funds holding

Funds holding: 1,4171,472 (+55)

1.17% more ownership

Funds ownership: 79.3%80.47% (+1.2%)

12% less capital invested

Capital invested by funds: $52.4B → $46B (-$6.37B)

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

29% less repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 599

Holders
1,472
Holders Change
+55
Holders Change %
+3.88%
% of All Funds
32.79%
Holding in Top 10
76
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.48%
% of All Funds
1.69%
New
178
Increased
425
Reduced
599
Closed
112
Calls
$904M
Puts
$582M
Net Calls
+$322M
Net Calls Change
+$376M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
1401
Ellevest Inc
New York
$27K +$28.9K +205 New
WWM
1402
Willingdon Wealth Management
North Carolina
$26K -$92.8K -657 -77%
PCA
1403
Providence Capital Advisors
North Carolina
$26K -$35.3K -250 -56%
MSFP
1404
Mark Sheptoff Financial Planning
Connecticut
$26K
RAM
1405
Riggs Asset Management
Pennsylvania
$26K
AA
1406
AlphaMark Advisors
Kentucky
$26K +$21.2K +150 +319%
LPWM
1407
Lake Point Wealth Management
Texas
$26K +$27.7K +196 New
FCA
1408
FinTrust Capital Advisors
South Carolina
$26K +$27.8K +197 New
TCM
1409
Tributary Capital Management
Nebraska
$26K +$28.2K +200 New
C
1410
Cerebellum
California
$25K +$25.3K +179 +1,377%
SBL
1411
Sargent Bickham Lagudis
Colorado
$24K
IBOK
1412
Independence Bank of Kentucky
Kentucky
$24K +$7.06K +50 +37%
BWM
1413
BerganKDV Wealth Management
Minnesota
$22K +$6.63K +47 +39%
TFO
1414
Tarbox Family Office
California
$21K +$565 +4 +3%
SIS
1415
Sound Income Strategies
Florida
$21K +$3.53K +25 +19%
ECM
1416
Estabrook Capital Management
New York
$21K
OAJ
1417
Ogorek Anthony Joseph
New York
$20K
AWM
1418
Avondale Wealth Management
Texas
$19K
FRA
1419
Front Row Advisors
California
$17K
KL
1420
KWMG LLC
Kansas
$17K
PO
1421
Private Ocean
California
$16K +$10.3K +73 +146%
GI
1422
Gradient Investments
Minnesota
$15K -$5.93K -42 -26%
PWM
1423
PRW Wealth Management
Massachusetts
$15K +$15.4K +109 New
BWL
1424
Bogart Wealth LLC
Virginia
$13K -$9.88K -70 -41%
BCI
1425
Brinker Capital Investments
Pennsylvania
$13K

ADP Hedge Fund Activity: Q4 2018 in Review

1,472 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2018, worth a combined $46B — down 12% from $52.4B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new ADP positions and 112 closed out — a net gain of 66 holders — while 425 added to existing stakes and 599 trimmed.

The largest buyer was BlackRock, adding an estimated $224M. The largest seller was Arrowstreet Capital, cutting an estimated $256M.

  • 1,472 institutional investors held Automatic Data Processing (ADP) as of Q4 2018, up from 1,417 in Q3 2018.
  • Funds reported $46B of Automatic Data Processing stock for Q4 2018, down 12% quarter-over-quarter.
  • 178 funds opened new Automatic Data Processing positions in Q4 2018 and 112 closed out, a net change of +66 holders.
  • The largest Automatic Data Processing buyer in Q4 2018 was BlackRock, an estimated $224M added.
  • The largest Automatic Data Processing seller in Q4 2018 was Arrowstreet Capital, an estimated $256M sold.

Based on aggregated 13F filings for Q4 2018.