We are live on ! Find out more
ADP icon

Automatic Data Processing

1,564 hedge funds and large institutions have $48.4B invested in Automatic Data Processing in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 519 increasing their positions, 644 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 80.64%80.81% (+0.16%)

5% less call options, than puts

Call options by funds: $210M | Put options by funds: $221M

10% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 115

2% less funds holding

Funds holding: 1,5941,564 (-30)

6% less capital invested

Capital invested by funds: $51.6B → $48.4B (-$3.15B)

19% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 644

36% less funds holding in top 10

Funds holding in top 10: 5837 (-21)

Holders
1,564
Holders Change
-30
Holders Change %
-1.88%
% of All Funds
31.56%
Holding in Top 10
37
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-36.21%
% of All Funds
0.75%
New
104
Increased
519
Reduced
644
Closed
115
Calls
$210M
Puts
$221M
Net Calls
-$11.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1476
Clearstead Trust
Maine
$42K
JWM
1477
Janiczek Wealth Management
Colorado
$42K
TFO
1478
Tarbox Family Office
California
$42K
YAL
1479
Your Advocates Ltd
Texas
$42K
HS
1480
Horan Securities
United States
$39K -$2.94K -21 -7%
FMP
1481
Financial Management Professionals
Texas
$39K
APC
1482
Aspire Private Capital
North Carolina
$38K +$37.7K +269 New
RAM
1483
Riggs Asset Management
Pennsylvania
$38K +$56.1K +400 +200%
PCWA
1484
Pacific Capital Wealth Advisors
California
$37K +$37.6K +268 New
GEA
1485
Glen Eagle Advisors
New Jersey
$36.9K -$420 -3 -1%
BBA
1486
Braun-Bostich & Associates
Pennsylvania
$36K -$10.8K -77 -23%
SLF
1487
Sun Life Financial
Ontario, Canada
$36K +$36.4K +260 New
JFA
1488
JNBA Financial Advisors
Minnesota
$34K
RCA
1489
Ranch Capital Advisors
Florida
$34K
VRM
1490
Vectors Research Management
New York
$33K -$4.91K -35 -13%
MSFP
1491
Mark Sheptoff Financial Planning
Connecticut
$32K
FMTCOCP
1492
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K -$2.34M -16,666 -99%
CB
1493
CNB Bank
Pennsylvania
$31K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1494
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30K +$3.64K +26 +14%
SIS
1495
Sound Income Strategies
Florida
$30K +$8.83K +63 +41%
BAM
1496
Bellevue Asset Management
Washington
$29K
MF
1497
Manchester Financial
California
$29K
AA
1498
Advisory Alpha
Michigan
$29K +$28K +200 New
CFD
1499
Creative Financial Designs
Indiana
$28K
PCA
1500
Providence Capital Advisors
North Carolina
$28K

ADP Hedge Fund Activity: Q3 2020 in Review

1,564 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2020, worth a combined $48.4B — down 6.1% from $51.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of ADP and 104 opened new positions — a net loss of 11 holders — while 644 trimmed existing stakes and 519 added.

The largest buyer was Harris Associates, adding an estimated $287M. The largest seller was Polen Capital Management, cutting an estimated $795M.

  • 1,564 institutional investors held Automatic Data Processing (ADP) as of Q3 2020, down from 1,594 in Q2 2020.
  • Funds reported $48.4B of Automatic Data Processing stock for Q3 2020, down 6.1% quarter-over-quarter.
  • 104 funds opened new Automatic Data Processing positions in Q3 2020 and 115 closed out, a net change of -11 holders.
  • The largest Automatic Data Processing buyer in Q3 2020 was Harris Associates, an estimated $287M added.
  • The largest Automatic Data Processing seller in Q3 2020 was Polen Capital Management, an estimated $795M sold.

Based on aggregated 13F filings for Q3 2020.