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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
LWA
1401
Lowe Wealth Advisors
Maryland
$169K
BCM
1402
Birch Capital Management
Texas
$166K -$262K -1,867 -61%
PCG
1403
Private Capital Group
Connecticut
$162K -$42.3K -302 -21%
GCM
1404
Gables Capital Management
Florida
$161K -$28K -200 -15%
SFSIG
1405
San Francisco Sentry Investment Group
California
$159K
LS
1406
Leelyn Smith
Illinois
$158K
RBC
1407
Roble Belko & Company
Pennsylvania
$158K
DSC
1408
Duncker Streett & Co
Missouri
$157K
EIM
1409
Essex Investment Management
Massachusetts
$157K
BWP
1410
Baldwin Wealth Partners
Massachusetts
$154K -$17.5K -125 -10%
1IA
1411
1834 Investment Advisors
Wisconsin
$153K
NFSG
1412
Newbridge Financial Services Group
Florida
$148K +$149K +1,063 New
NFG
1413
Next Financial Group
Texas
$144K +$144K +1,031 New
ACM
1414
AUA Capital Management
Pennsylvania
$139K +$65.3K +466 +88%
ST
1415
Sageworth Trust
Pennsylvania
$136K -$1.4K -10 -1%
CG
1416
Cutler Group
California
$133K +$134K +955 New
Group One Trading
1417
Group One Trading
Illinois
$130K +$131K +934 New
AIC
1418
Archer Investment Corporation
Indiana
$126K
VCM
1419
Versant Capital Management
Arizona
$124K
JGIA
1420
Jackson Grant Investment Advisers
Connecticut
$123K +$1.4K +10 +1%
ETI
1421
Enterprise Trust & Investment
California
$122K
ONST
1422
Old North State Trust
North Carolina
$119K +$119K +850 New
GWMIA
1423
Global Wealth Management Investment Advisory
Florida
$113K
TCM
1424
Tradewinds Capital Management
Washington
$112K
HWM
1425
HighMark Wealth Management
Minnesota
$110K

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.