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Automatic Data Processing

1,564 hedge funds and large institutions have $48.4B invested in Automatic Data Processing in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 519 increasing their positions, 644 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 80.64%80.81% (+0.16%)

5% less call options, than puts

Call options by funds: $210M | Put options by funds: $221M

10% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 115

2% less funds holding

Funds holding: 1,5941,564 (-30)

6% less capital invested

Capital invested by funds: $51.6B → $48.4B (-$3.15B)

19% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 644

36% less funds holding in top 10

Funds holding in top 10: 5837 (-21)

Holders
1,564
Holders Change
-30
Holders Change %
-1.88%
% of All Funds
31.56%
Holding in Top 10
37
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-36.21%
% of All Funds
0.75%
New
104
Increased
519
Reduced
644
Closed
115
Calls
$210M
Puts
$221M
Net Calls
-$11.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
1426
Carmichael Hill & Associates
Maryland
$110K +$2.94K +21 +3%
TWA
1427
TCI Wealth Advisors
Arizona
$108K +$4.34K +31 +4%
PFWA
1428
Paces Ferry Wealth Advisors
Georgia
$102K +$102K +731 New
TPWA
1429
TRUE Private Wealth Advisors
Oregon
$95K +$16.5K +118 +21%
PCM
1430
Penserra Capital Management
California
$94K +$11.2K +80 +13%
MCM
1431
MV Capital Management
Maryland
$89K
SIAP
1432
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$88K
BWA
1433
BDO Wealth Advisors
Florida
$85K +$701 +5 +0.8%
PC
1434
Permanens Capital
New York
$84K
SCM
1435
Silvant Capital Management
Georgia
$83K
PS
1436
Planned Solutions
California
$81K +$81.7K +583 New
CAL
1437
Capital Advisors Ltd
Ohio
$79K +$79.5K +567 New
RIM
1438
Rockbridge Investment Management
New York
$77K
HFS
1439
Hantz Financial Services
Michigan
$71K -$10.2M -72,525 -99%
PCFFS
1440
Pacific Center for Financial Services
California
$70K -$21K -150 -23%
PFGIA
1441
Patriot Financial Group Insurance Agency
Massachusetts
$70K -$1.54K -11 -2%
CLOS
1442
Compagnie Lombard Odier SCmA
Switzerland
$69K
KTC
1443
Kistler-Tiffany Companies
Pennsylvania
$69K
NSIM
1444
North Star Investment Management
Illinois
$66K
HWA
1445
HHM Wealth Advisors
Tennessee
$65K
CCA
1446
Column Capital Advisors
Indiana
$63K -$15.3K -109 -19%
CTB
1447
Country Trust Bank
Illinois
$63K -$14K -100 -18%
OSNBOA
1448
Old Second National Bank of Aurora
Illinois
$63K
KFS
1449
Kelly Financial Services
Massachusetts
$62.4K
AWA
1450
Arkadios Wealth Advisors
Georgia
$61.6K -$5.89K -42 -9%

ADP Hedge Fund Activity: Q3 2020 in Review

1,564 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2020, worth a combined $48.4B — down 6.1% from $51.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of ADP and 104 opened new positions — a net loss of 11 holders — while 644 trimmed existing stakes and 519 added.

The largest buyer was Harris Associates, adding an estimated $287M. The largest seller was Polen Capital Management, cutting an estimated $795M.

  • 1,564 institutional investors held Automatic Data Processing (ADP) as of Q3 2020, down from 1,594 in Q2 2020.
  • Funds reported $48.4B of Automatic Data Processing stock for Q3 2020, down 6.1% quarter-over-quarter.
  • 104 funds opened new Automatic Data Processing positions in Q3 2020 and 115 closed out, a net change of -11 holders.
  • The largest Automatic Data Processing buyer in Q3 2020 was Harris Associates, an estimated $287M added.
  • The largest Automatic Data Processing seller in Q3 2020 was Polen Capital Management, an estimated $795M sold.

Based on aggregated 13F filings for Q3 2020.