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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
MWC
1451
MKD Wealth Coaches
Michigan
$33K +$29.8K +205 New
PCA
1452
Providence Capital Advisors
North Carolina
$32K
CCMW
1453
Cypress Capital Management (Wyoming)
Wyoming
$32K +$20.9K +144 +257%
CJA
1454
C-J Advisory
California
$32K +$29.1K +200 New
PCMK
1455
Paragon Capital Management (Kansas)
Kansas
$32K +$29.1K +200 New
PC
1456
Permanens Capital
New York
$32K +$29.1K +200 New
FCA
1457
FinTrust Capital Advisors
South Carolina
$31K
RAM
1458
Riggs Asset Management
Pennsylvania
$31K
HCA
1459
Horan Capital Advisors
Ohio
$31K +$28.2K +194 New
SBL
1460
Sargent Bickham Lagudis
Colorado
$30K
BWM
1461
BerganKDV Wealth Management
Minnesota
$27K
TFO
1462
Tarbox Family Office
California
$26K
ECM
1463
Estabrook Capital Management
New York
$25.6K
CTB
1464
Country Trust Bank
Illinois
$24K -$11K -76 -34%
IBOK
1465
Independence Bank of Kentucky
Kentucky
$24K -$4.94K -34 -18%
AWM
1466
Avondale Wealth Management
Texas
$24K
CAM
1467
CenterStar Asset Management
Illinois
$24K
OAJ
1468
Ogorek Anthony Joseph
New York
$24K
BCM
1469
Blume Capital Management
California
$24K +$21.8K +150 New
KL
1470
KWMG LLC
Kansas
$21K
PO
1471
Private Ocean
California
$20K
MWC
1472
MBM Wealth Consultants
Missouri
$20K +$18.2K +125 New
GI
1473
Gradient Investments
Minnesota
$19K
CB
1474
CNB Bank
Pennsylvania
$19K +$8.72K +60 +100%
PWM
1475
PRW Wealth Management
Massachusetts
$18K

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.