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Automatic Data Processing

1,748 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: 1,7501,748 (-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
1,748
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
30.6%
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
4WM
1401
44 Wealth Management
Oregon
$314K -$4.53K -22 -1%
HR
1402
Howe & Rusling
New York
$314K
SIM
1403
Stratos Investment Management
Ohio
$313K +$323K +1,568 New
APG
1404
Abacus Planning Group
South Carolina
$312K +$21.6K +105 +7%
CCT
1405
Country Club Trust
Missouri
$311K -$30.9K -150 -9%
FWM
1406
Frontier Wealth Management
Missouri
$311K +$58.3K +283 +22%
ROTUOC
1407
Regents of the University of California
California
$310K
NP
1408
NorthRock Partners
Minnesota
$309K +$50.5K +245 +19%
SFG
1409
SevenBridge Financial Group
Pennsylvania
$308K -$8.03K -39 -2%
CW
1410
CreativeOne Wealth
Kansas
$308K +$9.68K +47 +3%
PS
1411
Portfolio Strategies
New York
$307K -$51.5K -250 -14%
XWM
1412
Xcel Wealth Management
Florida
$307K
AT
1413
Arden Trust
Delaware
$306K -$83K -403 -21%
TAM
1414
Taurus Asset Management
New York
$305K -$41.2K -200 -12%
DWP
1415
Destiny Wealth Partners
Florida
$305K -$5.36K -26 -2%
SAA
1416
Southeast Asset Advisors
Georgia
$305K +$824 +4 +0.3%
CST
1417
Charles Schwab Trust
Nevada
$304K
IFS
1418
Ifrah Financial Services
Arkansas
$304K +$824 +4 +0.3%
DA
1419
DSC Advisors
Illinois
$304K +$314K +1,523 New
WDL
1420
Well Done LLC
Michigan
$303K -$29.9K -145 -9%
HW
1421
Hancock Whitney
Mississippi
$303K -$2.88K -14 -0.9%
CWP
1422
CFM Wealth Partners
Texas
$303K
CMO
1423
Covenant Multifamily Offices
Texas
$302K
SBL
1424
Sargent Bickham Lagudis
Colorado
$302K
SIC
1425
Samalin Investment Counsel
New York
$302K +$206 +1 +0.1%

ADP Hedge Fund Activity: Q3 2021 in Review

1,748 of the 5,712 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.

  • 1,748 institutional investors held Automatic Data Processing (ADP) as of Q3 2021, down from 1,750 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.