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Automatic Data Processing

1,520 hedge funds and large institutions have $56.2B invested in Automatic Data Processing in 2019 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 504 increasing their positions, 601 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 84

26% more funds holding in top 10

Funds holding in top 10: 7696 (+20)

22% more capital invested

Capital invested by funds: $46B → $56.2B (+$10.2B)

3% more funds holding

Funds holding: 1,4711,520 (+49)

0.51% more ownership

Funds ownership: 80.47%80.98% (+0.51%)

3% less call options, than puts

Call options by funds: $591M | Put options by funds: $609M

16% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 601

Holders
1,520
Holders Change
+49
Holders Change %
+3.33%
% of All Funds
32.9%
Holding in Top 10
96
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+26.32%
% of All Funds
2.08%
New
145
Increased
504
Reduced
601
Closed
84
Calls
$591M
Puts
$609M
Net Calls
-$18.1M
Net Calls Change
-$340M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
1426
NewSquare Capital
Pennsylvania
$55K
VNA
1427
Valley National Advisers
Pennsylvania
$52K
VRM
1428
Vectors Research Management
New York
$51K
QCIG
1429
Quad-Cities Investment Group
Iowa
$51K +$145 +1 +0.3%
HIIFS
1430
Harel Insurance Investments & Financial Services
Israel
$50K +$45K +310 New
PCM
1431
Prelude Capital Management
New York
$50K +$45.6K +314 New
CT
1432
Clearstead Trust
Maine
$48K -$69K -475 -61%
TA
1433
Thor Advisors
New York
$48K +$43.7K +301 New
RFWA
1434
RPg Family Wealth Advisory
Massachusetts
$47.9K
AIA
1435
Alera Investment Advisors
Illinois
$47K -$108K -746 -72%
APC
1436
Aspire Private Capital
North Carolina
$46K -$2.9K -20 -6%
LPWM
1437
Lake Point Wealth Management
Texas
$45K +$11K +76 +39%
EI
1438
Ellevest Inc
New York
$44K +$10.3K +71 +35%
CAL
1439
Capital Analysts LLC
Pennsylvania
$44K +$25.7K +177 +174%
SCM
1440
Shelton Capital Management
Colorado
$42.5K -$5.18M -35,694 -84%
LWM
1441
Lenox Wealth Management
Ohio
$40K +$36.3K +250 New
TCCM
1442
Timber Creek Capital Management
Massachusetts
$39K
HS
1443
Horan Securities
United States
$38K
JFA
1444
JNBA Financial Advisors
Minnesota
$38K
SAM
1445
Shamrock Asset Management
Texas
$38K
MSFP
1446
Mark Sheptoff Financial Planning
Connecticut
$37K +$4.5K +31 +16%
PGWM
1447
Parisi Gray Wealth Management
New Jersey
$35K +$18.3K +126 +131%
JIP
1448
JBJ Investment Partners
South Carolina
$34K +$31.2K +215 New
AIM
1449
Advantage Investment Management
Iowa
$33K -$10.5K -72 -26%
NIM
1450
NuWave Investment Management
New Jersey
$33K +$16.9K +116 +126%

ADP Hedge Fund Activity: Q1 2019 in Review

1,520 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2019, worth a combined $56.2B — up 22% from $46B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new ADP positions and 84 closed out — a net gain of 61 holders — while 504 added to existing stakes and 601 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $320M. The largest seller was Polen Capital Management, cutting an estimated $186M.

  • 1,520 institutional investors held Automatic Data Processing (ADP) as of Q1 2019, up from 1,471 in Q4 2018.
  • Funds reported $56.2B of Automatic Data Processing stock for Q1 2019, up 22% quarter-over-quarter.
  • 145 funds opened new Automatic Data Processing positions in Q1 2019 and 84 closed out, a net change of +61 holders.
  • The largest Automatic Data Processing buyer in Q1 2019 was JP Morgan Chase, an estimated $320M added.
  • The largest Automatic Data Processing seller in Q1 2019 was Polen Capital Management, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2019.