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Automatic Data Processing
ADP

Overview Fund Activity

1,684 hedge funds and large institutions have $59.2B invested in Automatic Data Processing in 2019 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 532 increasing their positions, 597 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,684
Holders Change
+148
Holders Change %
+9.64%
% of All Funds
33.25%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.58%
New
237
Increased
532
Reduced
597
Closed
66
Calls
$260M
Puts
$396M
Net Calls
-$136M
Net Calls Change
-$120M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.83B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$278M
3
Wells Fargo
Wells Fargo
California
$1.87B
4
Goldman Sachs
Goldman Sachs
New York
$561M
5
AllianceBernstein
AllianceBernstein
Tennessee
$1.29B

Top Sellers

1
Invesco
Invesco
Georgia
$507M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$501M
3
Citigroup
Citigroup
New York
$86M
4
GIM
Generation Investment Management
United Kingdom
$243M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
1476
Lafayette Investments
Maryland
$215K – – –
MAM
1477
Marotta Asset Management
Virginia
$215K +$215K +1,234 New
CWM
1478
Chesapeake Wealth Management
Virginia
$213K -$17.1K -100 -7%
FCT
1479
Family Capital Trust
Massachusetts
$213K – – –
PCA
1480
Peddock Capital Advisors
Massachusetts
$213K – – –
KA
1481
Kovack Advisors
Florida
$212K -$32.7K -192 -13%
WP
1482
WealthPLAN Partners
Nebraska
$212K +$212K +1,190 New
ACS
1483
Archford Capital Strategies
Illinois
$211K -$986K -5,773 -82%
SIC
1484
Sigma Investment Counselors
Michigan
$211K -$71.8K -420 -25%
MPWT
1485
MassMutual Private Wealth & Trust
Connecticut
$209K -$511 -3 -0.2%
DMC
1486
Drexel Morgan & Co
Pennsylvania
$209K – – –
DWM
1487
Dorchester Wealth Management
Quebec, Canada
$209K +$209K +1,228 New
SP
1488
Successful Portfolios
Florida
$209K +$209K +1,228 New
VHAM
1489
Van Hulzen Asset Management
California
$208K -$7.83K -46 -4%
SCM
1490
Smith Capital Management
Arkansas
$208K +$208K +1,220 New
RB
1491
Rodgers Brothers
Pennsylvania
$208K +$208K +1,220 New
GWM
1492
Greenwich Wealth Management
Connecticut
$208K +$208K +1,222 New
LWA
1493
Lowe Wealth Advisors
Maryland
$207K – – –
RIL
1494
Rothschild Investment LLC
Illinois
$207K +$207K +1,216 New
WQ
1495
Wealth Quarterback
New Jersey
$207K +$207K +3,834 New
CWM
1496
Cabot Wealth Management
Massachusetts
$206K +$206K +1,206 New
NFGCM
1497
Norman Fields Gottscho Capital Management
New York
$205K +$205K +1,200 New
OR
1498
Olympiad Research
Connecticut
$205K +$205K +1,200 New
MJRIC
1499
Mogy Joel R Investment Counsel
California
$205K +$205K +1,200 New
MWA
1500
Martel Wealth Advisors
Washington
$205K +$205K +1,200 New
58 59
60
61 62