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Automatic Data Processing

1,750 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 596 increasing their positions, 672 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 73

34% more call options, than puts

Call options by funds: $322M | Put options by funds: $240M

1% more funds holding

Funds holding: 1,7251,750 (+25)

5% more capital invested

Capital invested by funds: $64B → $66.9B (+$2.96B)

0.04% less ownership

Funds ownership: 79.85%79.81% (-0.04%)

6% less funds holding in top 10

Funds holding in top 10: 6763 (-4)

11% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 672

Holders
1,750
Holders Change
+25
Holders Change %
+1.45%
% of All Funds
30.46%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
1.1%
New
117
Increased
596
Reduced
672
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1501
Alpha Omega Wealth Management
Virginia
$249K -$14K -72 -5%
LOPW
1502
Live Oak Private Wealth
North Carolina
$249K -$12.6K -65 -5%
BO
1503
BRR OpCo
Ohio
$249K
FCT
1504
Family Capital Trust
Massachusetts
$248K
PIM
1505
Profit Investment Management
Maryland
$248K
PPWM
1506
PFG Private Wealth Management
Florida
$247K +$24.9K +128 +11%
SFC
1507
SYM Financial Corp
Indiana
$244K
KFI
1508
Key Financial Inc
Pennsylvania
$244K +$80.6K +415 +55%
PWMAG
1509
Pinnacle Wealth Management Advisory Group
New Jersey
$243K
LWA
1510
Lowe Wealth Advisors
Maryland
$241K
SWMG
1511
Sanchez Wealth Management Group
Florida
$241K +$236K +1,215 New
WAM
1512
Weatherly Asset Management
California
$239K
DMBA
1513
Deseret Mutual Benefit Administrators
Utah
$239K +$234K +1,202 New
MWA
1514
Martel Wealth Advisors
Washington
$238K
MJRIC
1515
Mogy Joel R Investment Counsel
California
$238K
NFGCM
1516
Norman Fields Gottscho Capital Management
New York
$238K
PA
1517
Parkside Advisors
California
$238K
SIG
1518
Sargent Investment Group
Maryland
$238K
AWP
1519
Abacus Wealth Partners
California
$238K +$3.69K +19 +2%
WAM
1520
Winslow Asset Management
Ohio
$236K -$6.8K -35 -3%
SCP
1521
Seizert Capital Partners
Michigan
$236K
JIP
1522
Jaffetilchin Investment Partners
Florida
$236K +$5.63K +29 +3%
NCM
1523
Novare Capital Management
North Carolina
$233K -$3.3K -17 -1%
UTC
1524
Unified Trust Company
Kentucky
$233K
CWM
1525
Chesapeake Wealth Management
Virginia
$232K

ADP Hedge Fund Activity: Q2 2021 in Review

1,750 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2021, worth a combined $66.9B — up 4.6% from $64B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ADP positions and 73 closed out — a net gain of 44 holders — while 596 added to existing stakes and 672 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $154M. The largest seller was JP Morgan Chase, cutting an estimated $280M.

  • 1,750 institutional investors held Automatic Data Processing (ADP) as of Q2 2021, up from 1,725 in Q1 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 117 funds opened new Automatic Data Processing positions in Q2 2021 and 73 closed out, a net change of +44 holders.
  • The largest Automatic Data Processing buyer in Q2 2021 was Traphagen Investment Advisors, an estimated $154M added.
  • The largest Automatic Data Processing seller in Q2 2021 was JP Morgan Chase, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2021.