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Automatic Data Processing

1,538 hedge funds and large institutions have $56.7B invested in Automatic Data Processing in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 558 increasing their positions, 574 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 73

0% more funds holding

Funds holding: 1,5371,538 (+1)

0.31% less ownership

Funds ownership: 81.39%81.08% (-0.31%)

2% less call options, than puts

Call options by funds: $940M | Put options by funds: $956M

3% less repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 574

3% less capital invested

Capital invested by funds: $58.6B → $56.7B (-$1.89B)

16% less funds holding in top 10

Funds holding in top 10: 8975 (-14)

Holders
1,538
Holders Change
+1
Holders Change %
+0.07%
% of All Funds
33.73%
Holding in Top 10
75
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-15.73%
% of All Funds
1.64%
New
84
Increased
558
Reduced
574
Closed
73
Calls
$940M
Puts
$956M
Net Calls
-$15.9M
Net Calls Change
+$61.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ONST
1426
Old North State Trust
North Carolina
$108K +$49.5K +300 +81%
MCM
1427
MV Capital Management
Maryland
$106K
AP
1428
Arlington Partners
Alabama
$101K +$104K +627 New
NCM
1429
Next Capital Management
New York
$97K -$7.93K -48 -7%
PAM
1430
Paradigm Asset Management
New York
$96.9K
SCM
1431
Silvant Capital Management
Georgia
$95K -$21.3K -129 -18%
CAL
1432
Capital Advisors Ltd
Ohio
$92K
KFS
1433
Kelly Financial Services
Massachusetts
$90.8K
IWA
1434
Intercontinental Wealth Advisors
Texas
$89K +$33.7K +204 +58%
GCM
1435
Grisanti Capital Management
New York
$88K -$82.6K -500 -48%
EW
1436
Evoke Wealth
California
$81.8K +$83.2K +504 New
OIA
1437
Optimum Investment Advisors
Illinois
$81K
PC
1438
Permanens Capital
New York
$81K
LFG
1439
Larson Financial Group
Missouri
$79K +$69.9K +423 +641%
NSIM
1440
North Star Investment Management
Illinois
$76K +$77.6K +470 New
AA
1441
Advisory Alpha
Michigan
$75.7K +$78.9K +478 New
IFAM
1442
Institutional & Family Asset Management
Colorado
$74K -$1.49K -9 -2%
PFGIA
1443
Patriot Financial Group Insurance Agency
Massachusetts
$73K -$45.6K -276 -38%
OSNBOA
1444
Old Second National Bank of Aurora
Illinois
$73K
FPFS
1445
First Personal Financial Services
North Carolina
$70K -$35.5K -215 -33%
CLOS
1446
Compagnie Lombard Odier SCmA
Switzerland
$67K
HL
1447
Harding Loevner
New Jersey
$67K
ME
1448
McIlrath & Eck
Washington
$67K
NIM
1449
NuWave Investment Management
New Jersey
$66K -$644K -3,902 -91%
LD
1450
Lipe & Dalton
New York
$66K

ADP Hedge Fund Activity: Q3 2019 in Review

1,538 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2019, worth a combined $56.7B — down 3.2% from $58.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ADP positions and 73 closed out — a net gain of 11 holders — while 558 added to existing stakes and 574 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was Bank of America, cutting an estimated $1.45B.

  • 1,538 institutional investors held Automatic Data Processing (ADP) as of Q3 2019, up from 1,537 in Q2 2019.
  • Funds reported $56.7B of Automatic Data Processing stock for Q3 2019, down 3.2% quarter-over-quarter.
  • 84 funds opened new Automatic Data Processing positions in Q3 2019 and 73 closed out, a net change of +11 holders.
  • The largest Automatic Data Processing buyer in Q3 2019 was Fidelity Investments, an estimated $373M added.
  • The largest Automatic Data Processing seller in Q3 2019 was Bank of America, an estimated $1.45B sold.

Based on aggregated 13F filings for Q3 2019.