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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
WP
1426
WealthSource Partners
California
$261K -$40.6K -247 -14%
FC
1427
FCA Corp
Texas
$261K
GSC
1428
G&S Capital
Colorado
$260K -$3.78K -23 -2%
BAM
1429
Beaumont Asset Management
Texas
$260K
CVM
1430
Cheviot Value Management
California
$260K
PF
1431
Phoenix Financial
Israel
$260K +$246K +1,496 New
AA
1432
Alesco Advisors
New York
$259K +$241K +1,469 New
HR
1433
Howe & Rusling
New York
$258K -$364K -2,216 -60%
FNT
1434
First Nebraska Trust
Nebraska
$255K +$238K +1,450 New
MWM
1435
Mission Wealth Management
California
$254K +$236K +1,439 New
LWM
1436
Laidlaw Wealth Management
New York
$254K +$237K +1,443 New
IFG
1437
Independent Financial Group
California
$251K -$64.7K -394 -22%
DSC
1438
Duncker Streett & Co
Missouri
$251K +$49.3K +300 +27%
DSAM
1439
Dock Street Asset Management
Florida
$250K +$233K +1,421 New
CWM
1440
Concentric Wealth Management
California
$249K +$232K +1,412 New
DIA
1441
Dana Investment Advisors
Wisconsin
$249K +$232K +1,415 New
PIM
1442
Perpetual Investment Management
Australia
$249K +$235K +1,432 New
SB
1443
Strategic Blueprint
Georgia
$248K -$2.63M -16,043 -92%
HPWM
1444
Highland Private Wealth Management
Washington
$248K +$231K +1,406 New
CAM
1445
Cubic Asset Management
Massachusetts
$248K +$231K +1,407 New
VWM
1446
Valley Wealth Managers
New Jersey
$247K -$120K -730 -34%
BIM
1447
Barton Investment Management
Pennsylvania
$247K +$230K +1,400 New
CCG
1448
Chatham Capital Group
Georgia
$247K +$230K +1,400 New
GAB
1449
German American Bancorp
Indiana
$247K +$230K +1,400 New
HW
1450
Hancock Whitney
Mississippi
$246K -$26.4K -161 -10%

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.