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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
GWS
1501
Glassman Wealth Services
Virginia
$28K +$11.2K +80 +68%
SIAS
1502
Shine Investment Advisory Services
Colorado
$26K -$1.54K -11 -6%
SL
1503
Savior LLC
Massachusetts
$25K
IWP
1504
IAG Wealth Partners
Wisconsin
$24K
ICM
1505
Islay Capital Management
Texas
$23K +$22.8K +163 New
ECM
1506
Estabrook Capital Management
New York
$22.3K
SWM
1507
Sugarloaf Wealth Management
Georgia
$22K
RFA
1508
Reilly Financial Advisors
California
$19K +$4.62K +33 +31%
CWM
1509
Cranbrook Wealth Management
Michigan
$18K
MWC
1510
MBM Wealth Consultants
Missouri
$17K
MAM
1511
Magellan Asset Management
Australia
$17K +$17.4K +124 New
TFGT
1512
TS Financial Group (TSFG)
Illinois
$16K +$7.01K +50 +78%
CPW
1513
Catalyst Private Wealth
California
$16K +$16.4K +117 New
SC
1514
Solstein Capital
California
$15K
APWA
1515
Atlas Private Wealth Advisors
New Jersey
$14K
H
1516
Hexavest
Quebec, Canada
$14K
IRC
1517
Investors Research Corp
Georgia
$14K
LFG
1518
Larson Financial Group
Missouri
$14K
NG
1519
NWK Group
California
$14K
EWA
1520
Evolution Wealth Advisors
Florida
$13K -$2.52K -18 -16%
BWL
1521
Bogart Wealth LLC
Virginia
$13K
CHAM
1522
Clear Harbor Asset Management
Connecticut
$12.6K +$12.6K +90 New
RG
1523
Retirement Group
California
$12K -$13.9K -99 -53%
JWA
1524
JFS Wealth Advisors
Pennsylvania
$12K
PP
1525
Pacifica Partners
Canada
$12K

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.