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Automatic Data Processing

1,706 hedge funds and large institutions have $60B invested in Automatic Data Processing in 2020 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 549 increasing their positions, 635 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 72

78% more funds holding in top 10

Funds holding in top 10: 3766 (+29)

30% more call options, than puts

Call options by funds: $236M | Put options by funds: $182M

24% more capital invested

Capital invested by funds: $48.4B → $60B (+$11.6B)

9% more funds holding

Funds holding: 1,5641,706 (+142)

1.14% less ownership

Funds ownership: 80.81%79.66% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 635

Holders
1,706
Holders Change
+142
Holders Change %
+9.08%
% of All Funds
30.19%
Holding in Top 10
66
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+78.38%
% of All Funds
1.17%
New
233
Increased
549
Reduced
635
Closed
72
Calls
$236M
Puts
$182M
Net Calls
+$54.2M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1401
Proficio Capital Partners
Massachusetts
$274K +$255K +1,555 New
IGGA
1402
Iron Gate Global Advisors
Utah
$273K -$7.06K -43 -3%
ROTUOC
1403
Regents of the University of California
California
$273K
RM
1404
Resource Management
Louisiana
$273K
Members Trust
1405
Members Trust
Florida
$272K -$20.5K -125 -7%
BMWM
1406
Brown Miller Wealth Management
Virginia
$272K +$254K +1,546 New
FFA
1407
Founders Financial Alliance
North Carolina
$271K +$9.36K +57 +4%
XWM
1408
Xcel Wealth Management
Florida
$270K
GSC
1409
Ground Swell Capital
South Carolina
$270K +$252K +1,532 New
SFG
1410
SevenBridge Financial Group
Pennsylvania
$269K
DWP
1411
Destiny Wealth Partners
Florida
$269K +$251K +1,526 New
IFS
1412
Ifrah Financial Services
Arkansas
$268K -$6.08K -37 -2%
CWP
1413
CFM Wealth Partners
Texas
$268K
SAA
1414
Southeast Asset Advisors
Georgia
$268K
WG
1415
Welch Group
Alabama
$268K
SBL
1416
Sargent Bickham Lagudis
Colorado
$266K +$185K +1,127 +294%
TFF
1417
The Family Firm
Maryland
$266K +$271K +1,650 New
GWAM
1418
Guardian Wealth Advisors (Minnesota)
Minnesota
$265K +$247K +1,506 New
DWM
1419
Destination Wealth Management
California
$264K
IC
1420
Intersect Capital
California
$264K +$246K +1,496 New
SFG
1421
SNS Financial Group
Minnesota
$263K -$12.8K -78 -5%
JWBC
1422
John W. Bristol & Co
New York
$263K
BWM
1423
Baystate Wealth Management
Massachusetts
$262K -$43.4K -264 -15%
NCM
1424
Novare Capital Management
North Carolina
$262K -$41.1K -250 -14%
PWA
1425
Providence Wealth Advisors
Illinois
$262K

ADP Hedge Fund Activity: Q4 2020 in Review

1,706 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2020, worth a combined $60B — up 24% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new ADP positions and 72 closed out — a net gain of 161 holders — while 549 added to existing stakes and 635 trimmed.

The largest buyer was Capital World Investors, adding an estimated $687M. The largest seller was Ameriprise, cutting an estimated $251M.

  • 1,706 institutional investors held Automatic Data Processing (ADP) as of Q4 2020, up from 1,564 in Q3 2020.
  • Funds reported $60B of Automatic Data Processing stock for Q4 2020, up 24% quarter-over-quarter.
  • 233 funds opened new Automatic Data Processing positions in Q4 2020 and 72 closed out, a net change of +161 holders.
  • The largest Automatic Data Processing buyer in Q4 2020 was Capital World Investors, an estimated $687M added.
  • The largest Automatic Data Processing seller in Q4 2020 was Ameriprise, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2020.