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Automatic Data Processing

1,748 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 624 increasing their positions, 653 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 74

0% less capital invested

Capital invested by funds: $66.9B → $66.9B (-$49M)

0% less funds holding

Funds holding: 1,7501,748 (-2)

0.41% less ownership

Funds ownership: 79.81%79.4% (-0.41%)

4% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 653

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

28% less call options, than puts

Call options by funds: $320M | Put options by funds: $443M

Holders
1,748
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
30.6%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
1.05%
New
91
Increased
624
Reduced
653
Closed
74
Calls
$320M
Puts
$443M
Net Calls
-$123M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
DSAM
1451
Dock Street Asset Management
Florida
$284K
PIM
1452
Progressive Investment Management
Oregon
$284K
PCA
1453
Pallas Capital Advisors
Massachusetts
$283K +$258K +1,252 New
CWM
1454
Concentric Wealth Management
California
$282K
BCAM
1455
Boston Common Asset Management
Massachusetts
$281K
CAM
1456
Cubic Asset Management
Massachusetts
$281K
IF
1457
Insight Folios
North Carolina
$281K +$28.8K +140 +11%
BFPW
1458
BOK Financial Private Wealth
Colorado
$281K +$289K +1,404 New
BIM
1459
Barton Investment Management
Pennsylvania
$280K
DIA
1460
Dana Investment Advisors
Wisconsin
$279K +$21K +102 +8%
FUBT
1461
First United Bank & Trust
Maryland
$277K +$6.18K +30 +2%
GA
1462
Geller Advisors
New York
$276K +$15.9K +77 +6%
CBFP
1463
Cedar Brook Financial Partners
Ohio
$275K -$16.5K -80 -5%
MFW
1464
Mosaic Family Wealth
Missouri
$275K
SSI
1465
Scott & Selber Inc
Texas
$274K -$213K -1,032 -43%
CFN
1466
Cordasco Financial Network
Florida
$274K
ESBC
1467
E.S. Barr & Co
Kentucky
$272K
AC
1468
Apella Capital
Connecticut
$271K
MFS
1469
Mirabella Financial Services
United Kingdom
$271K +$279K +1,356 New
FDCC
1470
Foster Dykema Cabot & Co
Massachusetts
$270K +$63.9K +310 +30%
SEEDPG
1471
S.E.E.D. Planning Group
New York
$269K -$55.2K -268 -17%
CWM
1472
Circle Wealth Management
New Jersey
$269K
QCM
1473
Quantinno Capital Management
New York
$269K +$6.38K +31 +2%
PPWM
1474
PFG Private Wealth Management
Florida
$269K +$21K +102 +8%
PWA
1475
Providence Wealth Advisors
Illinois
$268K -$34.2K -166 -11%

ADP Hedge Fund Activity: Q3 2021 in Review

1,748 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2021, worth a combined $66.9B — down 0.07% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ADP positions and 74 closed out — a net gain of 17 holders — while 624 added to existing stakes and 653 trimmed.

The largest buyer was UBS AM, adding an estimated $205M. The largest seller was Wellington Management Group, cutting an estimated $717M.

  • 1,748 institutional investors held Automatic Data Processing (ADP) as of Q3 2021, down from 1,750 in Q2 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q3 2021, down 0.07% quarter-over-quarter.
  • 91 funds opened new Automatic Data Processing positions in Q3 2021 and 74 closed out, a net change of +17 holders.
  • The largest Automatic Data Processing buyer in Q3 2021 was UBS AM, an estimated $205M added.
  • The largest Automatic Data Processing seller in Q3 2021 was Wellington Management Group, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2021.