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Automatic Data Processing
ADP

Overview Fund Activity

1,699 hedge funds and large institutions have $59.9B invested in Automatic Data Processing in 2020 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 547 increasing their positions, 633 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,699
Holders Change
+140
Holders Change %
+8.98%
% of All Funds
30.15%
Holding in Top 10
65
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+80.56%
% of All Funds
1.15%
New
231
Increased
547
Reduced
633
Closed
72
Calls
$236M
Puts
$182M
Net Calls
+$54.2M
Net Calls Change
+$65.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$737M
2
AAMU
Amundi Asset Management US
Massachusetts
+$167M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$166M
4
CWM
CIBC World Markets
New York
+$77.1M
5
GAM
GuardCap Asset Management
United Kingdom
+$62.3M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$270M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$252M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$247M
4
Renaissance Technologies
Renaissance Technologies
New York
-$192M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMWM
1401
Brown Miller Wealth Management
Virginia
$272K +$272K +1,546 New
FFA
1402
Founders Financial Alliance
North Carolina
$271K +$10.1K +57 +4%
XWM
1403
Xcel Wealth Management
Florida
$270K – – –
GSC
1404
Ground Swell Capital
South Carolina
$270K +$270K +1,532 New
SFG
1405
SevenBridge Financial Group
Pennsylvania
$269K – – –
DWP
1406
Destiny Wealth Partners
Florida
$269K +$269K +1,526 New
IFS
1407
Ifrah Financial Services
Arkansas
$268K -$6.52K -37 -2%
SAA
1408
Southeast Asset Advisors
Georgia
$268K – – –
WG
1409
Welch Group
Alabama
$268K – – –
CWP
1410
CFM Wealth Partners
Texas
$268K – – –
SBL
1411
Sargent Bickham Lagudis
Colorado
$266K +$199K +1,127 +294%
TFF
1412
The Family Firm
Maryland
$266K +$266K +1,650 New
GWAM
1413
Guardian Wealth Advisors (Minnesota)
Minnesota
$265K +$265K +1,506 New
DWM
1414
Destination Wealth Management
California
$264K – – –
IC
1415
Intersect Capital
California
$264K +$264K +1,496 New
SFG
1416
SNS Financial Group
Minnesota
$263K -$13.7K -78 -5%
JWBC
1417
John W. Bristol & Co
New York
$263K – – –
BWM
1418
Baystate Wealth Management
Massachusetts
$262K -$46.5K -264 -15%
NCM
1419
Novare Capital Management
North Carolina
$262K -$44.1K -250 -14%
PWA
1420
Providence Wealth Advisors
Illinois
$262K – – –
WP
1421
WealthSource Partners
California
$261K -$43.6K -247 -14%
FC
1422
FCA Corp
Texas
$261K – – –
GSC
1423
G&S Capital
Colorado
$260K -$4.05K -23 -2%
CVM
1424
Cheviot Value Management
California
$260K – – –
BAM
1425
Beaumont Asset Management
Texas
$260K – – –
55 56
57
58 59