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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
JAM
1501
JCIC Asset Management
Ontario, Canada
$6K
GWS
1502
Glassman Wealth Services
Virginia
$6K +$3.05K +21 +140%
CAC
1503
Certified Advisory Corp
Florida
$6K +$5.08K +35 New
CIA
1504
CSat Investment Advisory
Michigan
$5K -$291 -2 -6%
SIS
1505
Sound Income Strategies
Florida
$4K -$19.6K -135 -84%
TAIM
1506
TD Ameritrade Investment Management
Nebraska
$4K -$1.74K -12 -35%
EWM
1507
Elmwood Wealth Management
California
$4K
TNBTD
1508
Trustmark National Bank Trust Department
Mississippi
$4K
WCM
1509
WealthBridge Capital Management
Ohio
$4K
JIR
1510
James Investment Research
Ohio
$4K +$3.49K +24 New
WCG
1511
Weaver Consulting Group
California
$4K +$3.63K +25 New
GWMIA
1512
Global Wealth Management Investment Advisory
Florida
$3K
IRC
1513
Investors Research Corp
Georgia
$3K +$2.47K +17 New
MAM
1514
Meeder Asset Management
Ohio
$3K +$3.05K +21 New
TIM
1515
Tortoise Investment Management
New York
$2K
CF
1516
Centaurus Financial
California
$1.9K +$14.4K +99 +49%
FGAM
1517
Financial Gravity Asset Management
Texas
$1K +$581 +4 New
CT
1518
Chicago Trust
Illinois
$824 -$21.8K -150 -3%
ACA
1519
Anchor Capital Advisors
Massachusetts
$206 +$187K +1,290 New
SIG
1520
Senator Investment Group
New York
-$131M -1,000,000 Closed
Holocene Advisors
1521
Holocene Advisors
New York
-$72.6M -553,642 Closed
Renaissance Technologies
1522
Renaissance Technologies
New York
-$66.7M -508,500 Closed
Canada Life
1523
Canada Life
Manitoba, Canada
-$38.1M -304,492 Closed
UOC
1524
UBS O'Connor
Illinois
-$22.3M -170,000 Closed
VCM
1525
Voleon Capital Management
California
-$13.1M -100,000 Closed

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.