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Automatic Data Processing
ADP

Overview Fund Activity

1,741 hedge funds and large institutions have $66.8B invested in Automatic Data Processing in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 622 increasing their positions, 651 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,741
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
30.58%
Holding in Top 10
59
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.84%
% of All Funds
1.04%
New
91
Increased
622
Reduced
651
Closed
74
Calls
$320M
Puts
$443M
Net Calls
-$123M
Net Calls Change
-$205M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$713M
2
BlackRock
2
BlackRock
New York
$6.23B
3
Two Sigma Investments
3
Two Sigma Investments
New York
$167M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$262M
5
Millennium Management
5
Millennium Management
New York
$128M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.42B
3
AIG
3
American International Group
New York
$34.9M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.91B
5
Bank of America
5
Bank of America
North Carolina
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
NAMP
1476
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$260K – – –
SFP
1477
Sterling Financial Planning
New Jersey
$260K – – –
GWAM
1478
Guardian Wealth Advisors (Minnesota)
Minnesota
$259K -$26K -130 -9%
PWPS
1479
Pinnacle Wealth Planning Services
Ohio
$259K -$3.59K -18 -1%
FFC
1480
First Financial Corp
Indiana
$259K -$2.99K -15 -1%
SMA
1481
Sage Mountain Advisors
Georgia
$259K +$259K +1,294 New
HDIM
1482
Hanson & Doremus Investment Management
Vermont
$258K -$45.8K -229 -15%
RCC
1483
Red Cedar Capital
Nebraska
$258K – – –
LOPW
1484
Live Oak Private Wealth
North Carolina
$257K +$6.59K +33 +3%
OFG
1485
Oxford Financial Group
Indiana
$256K -$332K -1,660 -56%
LWA
1486
Lenox Wealth Advisors
New York
$256K – – –
ACA
1487
Aptus Capital Advisors
Alabama
$254K -$16.7K -83 -6%
RIA
1488
Realta Investment Advisors
Delaware
$254K – – –
BO
1489
BRR OpCo
Ohio
$251K – – –
PCA
1490
Peddock Capital Advisors
Massachusetts
$250K – – –
FCT
1491
Family Capital Trust
Massachusetts
$250K – – –
PIM
1492
Profit Investment Management
Maryland
$250K – – –
C
1493
Certuity
Florida
$247K +$247K +1,233 New
AOWM
1494
Alpha Omega Wealth Management
Virginia
$246K -$5K -25 -2%
IWN
1495
Independent Wealth Network
Iowa
$246K +$246K +1,090 New
PWMAG
1496
Pinnacle Wealth Management Advisory Group
New Jersey
$245K – – –
BRWM
1497
B. Riley Wealth Management
Tennessee
$244K +$244K +1,222 New
LWA
1498
Lowe Wealth Advisors
Maryland
$243K – – –
SWMG
1499
Sanchez Wealth Management Group
Florida
$243K – – –
SFA
1500
Sequoia Financial Advisors
Ohio
$242K -$652K -3,262 -73%
58 59
60
61 62