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Automatic Data Processing

1,706 hedge funds and large institutions have $60B invested in Automatic Data Processing in 2020 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 549 increasing their positions, 635 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 72

78% more funds holding in top 10

Funds holding in top 10: 3766 (+29)

30% more call options, than puts

Call options by funds: $236M | Put options by funds: $182M

24% more capital invested

Capital invested by funds: $48.4B → $60B (+$11.6B)

9% more funds holding

Funds holding: 1,5641,706 (+142)

1.14% less ownership

Funds ownership: 80.81%79.66% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 635

Holders
1,706
Holders Change
+142
Holders Change %
+9.08%
% of All Funds
30.19%
Holding in Top 10
66
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+78.38%
% of All Funds
1.17%
New
233
Increased
549
Reduced
635
Closed
72
Calls
$236M
Puts
$182M
Net Calls
+$54.2M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1476
Harvest Fund Management
China
$228K +$213K +1,297 New
HDIM
1477
Hanson & Doremus Investment Management
Vermont
$227K -$37.6K -229 -15%
SFSIG
1478
San Francisco Sentry Investment Group
California
$227K +$23K +140 +12%
RIA
1479
Realta Investment Advisors
Delaware
$227K +$211K +1,286 New
9WM
1480
9258 Wealth Management
Ohio
$224K +$208K +1,269 New
UWM
1481
Urban Wealth Management
California
$223K +$208K +1,265 New
WQ
1482
Wealth Quarterback
New Jersey
$223K +$208K +1,265 New
SA
1483
Strategic Advisors
New York
$223K +$217K +1,323 New
RSWM
1484
Robertson Stephens Wealth Management
California
$222K +$206K +1,256 New
LI
1485
Lafayette Investments
Maryland
$222K +$207K +1,260 New
CG
1486
Cutler Group
California
$221K +$49.3K +300 +31%
SICM
1487
Sustainable Insight Capital Management
New York
$221K +$206K +1,254 New
FCT
1488
Family Capital Trust
Massachusetts
$220K
PCA
1489
Peddock Capital Advisors
Massachusetts
$220K +$205K +1,250 New
PIM
1490
Profit Investment Management
Maryland
$220K +$205K +1,250 New
TIAM2
1491
Tru Independence Asset Management 2
Oregon
$220K +$205K +1,250 New
WBG
1492
Wharton Business Group
Pennsylvania
$220K +$205K +1,250 New
AIG
1493
American International Group
New York
$218K +$146M +886,996 +255%
MAM
1494
Marotta Asset Management
Virginia
$217K +$203K +1,234 New
AWP
1495
Abacus Wealth Partners
California
$216K +$201K +1,226 New
SFC
1496
SYM Financial Corp
Indiana
$216K -$84.9K -517 -30%
ESBC
1497
E.S. Barr & Co
Kentucky
$216K +$201K +1,225 New
DMC
1498
Drexel Morgan & Co
Pennsylvania
$216K +$202K +1,228 New
LWA
1499
Lowe Wealth Advisors
Maryland
$214K
CSPAM
1500
Cary Street Partners Asset Management
Virginia
$213K +$199K +1,209 New

ADP Hedge Fund Activity: Q4 2020 in Review

1,706 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2020, worth a combined $60B — up 24% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new ADP positions and 72 closed out — a net gain of 161 holders — while 549 added to existing stakes and 635 trimmed.

The largest buyer was Capital World Investors, adding an estimated $687M. The largest seller was Ameriprise, cutting an estimated $251M.

  • 1,706 institutional investors held Automatic Data Processing (ADP) as of Q4 2020, up from 1,564 in Q3 2020.
  • Funds reported $60B of Automatic Data Processing stock for Q4 2020, up 24% quarter-over-quarter.
  • 233 funds opened new Automatic Data Processing positions in Q4 2020 and 72 closed out, a net change of +161 holders.
  • The largest Automatic Data Processing buyer in Q4 2020 was Capital World Investors, an estimated $687M added.
  • The largest Automatic Data Processing seller in Q4 2020 was Ameriprise, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2020.