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Automatic Data Processing

1,750 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 596 increasing their positions, 672 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 73

34% more call options, than puts

Call options by funds: $322M | Put options by funds: $240M

1% more funds holding

Funds holding: 1,7251,750 (+25)

5% more capital invested

Capital invested by funds: $64B → $66.9B (+$2.96B)

0.04% less ownership

Funds ownership: 79.85%79.81% (-0.04%)

6% less funds holding in top 10

Funds holding in top 10: 6763 (-4)

11% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 672

Holders
1,750
Holders Change
+25
Holders Change %
+1.45%
% of All Funds
30.46%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
1.1%
New
117
Increased
596
Reduced
672
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1451
CRA Financial Services
New Jersey
$285K +$279K +1,435 New
PIM
1452
Perpetual Investment Management
Australia
$284K
GWAM
1453
Guardian Wealth Advisors (Minnesota)
Minnesota
$283K -$8.55K -44 -3%
SFSIG
1454
San Francisco Sentry Investment Group
California
$283K +$4.86K +25 +2%
ST
1455
Sageworth Trust
Pennsylvania
$283K +$87.1K +448 +46%
LWM
1456
Laidlaw Wealth Management
New York
$283K +$277K +1,425 New
DSAM
1457
Dock Street Asset Management
Florida
$282K
PIM
1458
Progressive Investment Management
Oregon
$282K
HPWM
1459
Highland Private Wealth Management
Washington
$281K +$1.36K +7 +0.5%
EAM
1460
Erste Asset Management
Austria
$281K -$540K -2,779 -66%
CWM
1461
Concentric Wealth Management
California
$280K
LWP
1462
Lumature Wealth Partners
Georgia
$280K +$107K +551 +64%
CAM
1463
Cubic Asset Management
Massachusetts
$279K
BCAM
1464
Boston Common Asset Management
Massachusetts
$279K +$17.5K +90 +7%
BIM
1465
Barton Investment Management
Pennsylvania
$278K
PP
1466
PDS Planning
Ohio
$275K +$12.6K +65 +5%
CFN
1467
Cordasco Financial Network
Florida
$273K -$48.6K -250 -15%
MFW
1468
Mosaic Family Wealth
Missouri
$273K
9WM
1469
9258 Wealth Management
Ohio
$272K +$17.3K +89 +7%
FUBT
1470
First United Bank & Trust
Maryland
$270K -$10.7K -55 -4%
ESBC
1471
E.S. Barr & Co
Kentucky
$270K +$26.2K +135 +11%
AC
1472
Apella Capital
Connecticut
$269K -$59.3K -305 -18%
DSC
1473
Duncker Streett & Co
Missouri
$269K -$14.6K -75 -5%
ACA
1474
Aptus Capital Advisors
Alabama
$269K -$5.83K -30 -2%
EN1L
1475
Engine No 1 LLC
California
$269K +$263K +1,355 New

ADP Hedge Fund Activity: Q2 2021 in Review

1,750 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2021, worth a combined $66.9B — up 4.6% from $64B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ADP positions and 73 closed out — a net gain of 44 holders — while 596 added to existing stakes and 672 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $154M. The largest seller was JP Morgan Chase, cutting an estimated $280M.

  • 1,750 institutional investors held Automatic Data Processing (ADP) as of Q2 2021, up from 1,725 in Q1 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 117 funds opened new Automatic Data Processing positions in Q2 2021 and 73 closed out, a net change of +44 holders.
  • The largest Automatic Data Processing buyer in Q2 2021 was Traphagen Investment Advisors, an estimated $154M added.
  • The largest Automatic Data Processing seller in Q2 2021 was JP Morgan Chase, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2021.