We are live on ! Find out more
ADP icon

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
BCI
1476
Brinker Capital Investments
Pennsylvania
$18K +$2.62K +18 +19%
LC
1477
Lavaca Capital
Texas
$16K
FRA
1478
Front Row Advisors
California
$15K -$4.94K -34 -27%
BWL
1479
Bogart Wealth LLC
Virginia
$15K
ACA
1480
Atlas Capital Advisors
Wyoming
$14.4K +$6.1K +42 +88%
JWA
1481
JFS Wealth Advisors
Pennsylvania
$14K
CFN
1482
Cordasco Financial Network
Florida
$14K +$12.3K +85 New
HGWM
1483
Harvest Group Wealth Management
Massachusetts
$13K +$11.6K +80 New
CH
1484
Canton Hathaway
Rhode Island
$12K
LFG
1485
Larson Financial Group
Missouri
$11K +$145 +1 +2%
MFBTD
1486
MB Financial Bank - Trust Department
Illinois
$11K +$3.34K +23 +51%
TVWM
1487
Tower View Wealth Management
Wisconsin
$11K +$10.2K +70 New
GEA
1488
Glen Eagle Advisors
New Jersey
$10.2K -$145 -1 -2%
MNBTD
1489
Moody National Bank Trust Division
Texas
$10K -$32.2K -222 -78%
1NWS
1490
1 North Wealth Services
Maryland
$10K
SCA
1491
Stuart Chaussee & Associates
California
$10K
SPL
1492
Smart Portfolios LLC
Washington
$10K +$8.86K +61 New
TFGT
1493
TS Financial Group (TSFG)
Illinois
$10K +$9.3K +64 New
SMFS
1494
Squar Milner Financial Services
California
$10K +$9.73K +67 New
WCM
1495
Wealthcare Capital Management
Virginia
$9K
AA
1496
AlphaMark Advisors
Kentucky
$8K -$21.8K -150 -76%
BCA
1497
Bray Capital Advisors
Florida
$8K +$7.26K +50 New
NWA
1498
New World Advisors
Massachusetts
$8K +$7.55K +52 New
TJHA
1499
Thomas J. Herzfeld Advisors
Florida
$7K
DBT
1500
Dubuque Bank & Trust
Iowa
$7K +$3.78K +26 +153%

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.