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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
PWA
1501
Phoenix Wealth Advisors
North Carolina
$212K +$197K +1,202 New
WAM
1502
Weatherly Asset Management
California
$212K +$197K +1,202 New
CWM
1503
Cabot Wealth Management
Massachusetts
$212K +$198K +1,206 New
FHC
1504
First Heartland Consultants
Missouri
$212K +$198K +1,206 New
MWA
1505
Martel Wealth Advisors
Washington
$211K +$197K +1,200 New
PC
1506
Permanens Capital
New York
$211K +$98.5K +600 +100%
PA
1507
Parkside Advisors
California
$211K +$196K +1,191 New
AWM
1508
Act Wealth Management
Texas
$211K +$197K +1,200 New
MJRIC
1509
Mogy Joel R Investment Counsel
California
$211K +$197K +1,200 New
NFGCM
1510
Norman Fields Gottscho Capital Management
New York
$211K +$197K +1,200 New
SIG
1511
Sargent Investment Group
Maryland
$211K +$197K +1,200 New
TC
1512
Tacita Capital
Ontario, Canada
$211K +$197K +1,200 New
BCM
1513
Birch Capital Management
Texas
$210K
CMO
1514
Covenant Multifamily Offices
Texas
$210K +$196K +1,191 New
CC
1515
Centiva Capital
New York
$209K +$194K +1,184 New
SCA
1516
Stonebridge Capital Advisors
Minnesota
$209K +$194K +1,184 New
SCP
1517
Seizert Capital Partners
Michigan
$209K +$195K +1,186 New
CWM
1518
Chesapeake Wealth Management
Virginia
$206K +$191K +1,165 New
GCM
1519
Gables Capital Management
Florida
$204K
LC
1520
Landaas & Company
Wisconsin
$203K +$189K +1,150 New
WMA
1521
Wealth Management Associates
New Jersey
$202K +$189K +1,149 New
ST
1522
Sageworth Trust
Pennsylvania
$202K +$28.4K +173 +18%
GLLW
1523
Graves Light Lenhart Wealth
Virginia
$201K +$187K +1,141 New
PCG
1524
Private Capital Group
Connecticut
$200K -$5.09K -31 -3%
LS
1525
Leelyn Smith
Illinois
$200K +$164 +1 +0.1%

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.