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Automatic Data Processing

1,956 hedge funds and large institutions have $75.7B invested in Automatic Data Processing in 2022 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 711 increasing their positions, 712 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 95

1.17% more ownership

Funds ownership: 79.26%80.43% (+1.2%)

1% more funds holding

Funds holding: 1,9351,956 (+21)

0% less repeat investments, than reductions

Existing positions increased: 711 | Existing positions reduced: 712

2% less funds holding in top 10

Funds holding in top 10: 8179 (-2)

8% less capital invested

Capital invested by funds: $81.9B → $75.7B (-$6.18B)

32% less call options, than puts

Call options by funds: $403M | Put options by funds: $591M

Holders
1,956
Holders Change
+21
Holders Change %
+1.09%
% of All Funds
30.85%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.25%
New
139
Increased
711
Reduced
712
Closed
95
Calls
$403M
Puts
$591M
Net Calls
-$188M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1426
Chemistry Wealth Management
New York
$432K +$407K +1,900 New
BP
1427
BBR Partners
New York
$431K +$406K +1,894 New
BFA
1428
Brendel Financial Advisors
New Hampshire
$427K
GAG
1429
GM Advisory Group
New York
$425K -$38.3K -179 -9%
KMWM
1430
Keudell/Morrison Wealth Management
Oregon
$423K -$72.6K -339 -15%
CST
1431
Charles Schwab Trust
Nevada
$423K -$4.92K -23 -1%
WG
1432
Welch Group
Alabama
$423K
CWP
1433
CFM Wealth Partners
Texas
$422K +$71.7K +335 +22%
AIA
1434
Alera Investment Advisors
Illinois
$422K +$397K +1,855 New
MA
1435
MCF Advisors
Kentucky
$422K +$397K +1,855 New
CBT
1436
CoreFirst Bank & Trust
Kansas
$421K
IC
1437
Intersect Capital
California
$421K +$27.4K +128 +7%
SAM
1438
Sawgrass Asset Management
Florida
$421K +$396K +1,849 New
WANY
1439
Wealthspire Advisors (New York)
New York
$419K -$424K -1,979 -52%
WSCM
1440
Wellington Shields Capital Management
New York
$415K -$321K -1,500 -45%
WMA
1441
Wealth Management Associates
New Jersey
$412K
BRM
1442
Boston Research & Management
Massachusetts
$412K
LA
1443
Latitude Advisors
Florida
$411K +$123K +574 +47%
PWP
1444
Perfromance Wealth Partners
Illinois
$410K
SWM
1445
Shakespeare Wealth Management
Wisconsin
$409K +$428 +2 +0.1%
Members Trust
1446
Members Trust
Florida
$408K -$21.4K -100 -5%
BAS
1447
Brown Advisory Securities
Maryland
$408K
PA
1448
Perennial Advisors
New York
$407K -$21.4K -100 -5%
PCS
1449
Personal CFO Solutions
New Jersey
$407K +$15.8K +74 +4%
EA
1450
Emerald Advisors
Washington
$407K +$25.5K +119 +7%

ADP Hedge Fund Activity: Q1 2022 in Review

1,956 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2022, worth a combined $75.7B — down 7.5% from $81.9B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new ADP positions and 95 closed out — a net gain of 44 holders — while 711 added to existing stakes and 712 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $552M. The largest seller was Loomis, Sayles & Company, cutting an estimated $433M.

  • 1,956 institutional investors held Automatic Data Processing (ADP) as of Q1 2022, up from 1,935 in Q4 2021.
  • Funds reported $75.7B of Automatic Data Processing stock for Q1 2022, down 7.5% quarter-over-quarter.
  • 139 funds opened new Automatic Data Processing positions in Q1 2022 and 95 closed out, a net change of +44 holders.
  • The largest Automatic Data Processing buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $552M added.
  • The largest Automatic Data Processing seller in Q1 2022 was Loomis, Sayles & Company, an estimated $433M sold.

Based on aggregated 13F filings for Q1 2022.