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Automatic Data Processing
ADP

1,748 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 624 increasing their positions, 653 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 74

0% less capital invested

Capital invested by funds: $66.9B → $66.9B (-$49M)

0% less funds holding

Funds holding: 1,750 → 1,748 (-2)

0.41% less ownership

Funds ownership: 79.81% → 79.4% (-0.41%)

4% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 653

5% less funds holding in top 10

Funds holding in top 10: 63 → 60 (-3)

28% less call options, than puts

Call options by funds: $320M | Put options by funds: $443M

Holders
1,748
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
30.6%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
1.05%
New
91
Increased
624
Reduced
653
Closed
74
Calls
$320M
Puts
$443M
Net Calls
-$123M
Net Calls Change
-$205M

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$205M
2
BlackRock
BlackRock
New York
+$159M
3
Two Sigma Investments
Two Sigma Investments
New York
+$150M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$145M
5
Millennium Management
Millennium Management
New York
+$131M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$717M
2
Morgan Stanley
Morgan Stanley
New York
-$372M
3
AIG
American International Group
New York
-$183M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$169M
5
Bank of America
Bank of America
North Carolina
-$137M
Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1501
Alpha Omega Wealth Management
Virginia
$246K -$5.15K -25 -2%
IWN
1502
Independent Wealth Network
Iowa
$246K +$225K +1,090 New
PWMAG
1503
Pinnacle Wealth Management Advisory Group
New Jersey
$245K – – –
BRWM
1504
B. Riley Wealth Management
Tennessee
$244K +$252K +1,222 New
LWA
1505
Lowe Wealth Advisors
Maryland
$243K – – –
SWMG
1506
Sanchez Wealth Management Group
Florida
$243K – – –
SFA
1507
Sequoia Financial Advisors
Ohio
$242K -$672K -3,262 -73%
NCM
1508
Novare Capital Management
North Carolina
$242K +$7.83K +38 +3%
TNA
1509
True North Advisors
Texas
$241K +$249K +1,208 New
NCM
1510
Nelson Capital Management
California
$240K -$61.8K -300 -20%
MJRIC
1511
Mogy Joel R Investment Counsel
California
$240K – – –
NFGCM
1512
Norman Fields Gottscho Capital Management
New York
$240K – – –
SIG
1513
Sargent Investment Group
Maryland
$240K – – –
SCA
1514
Stonebridge Capital Advisors
Minnesota
$239K -$238K -1,155 -49%
PA
1515
Parkside Advisors
California
$239K – – –
CCA
1516
Childress Capital Advisors
Texas
$239K +$26.6K +129 +12%
AWP
1517
Abacus Wealth Partners
California
$238K -$1.44K -7 -0.6%
WAM
1518
Winslow Asset Management
Ohio
$238K – – –
AWA
1519
Arkadios Wealth Advisors
Georgia
$238K +$12.2K +59 +5%
SCP
1520
Seizert Capital Partners
Michigan
$237K – – –
UTC
1521
Unified Trust Company
Kentucky
$234K – – –
PCG
1522
Private Capital Group
Connecticut
$233K +$1.03K +5 +0.4%
NEAM
1523
New England Asset Management
Connecticut
$233K +$240K +1,165 New
CWM
1524
Chesapeake Wealth Management
Virginia
$232K -$1.03K -5 -0.4%
GCM
1525
Gables Capital Management
Florida
$231K – – –
59 60
61
62 63

ADP Hedge Fund Activity: Q3 2021 in Review

1,748 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2021, worth a combined $66.9B — down 0.07% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ADP positions and 74 closed out — a net gain of 17 holders — while 624 added to existing stakes and 653 trimmed.

The largest buyer was UBS AM, adding an estimated $205M. The largest seller was Wellington Management Group, cutting an estimated $717M.

  • 1,748 institutional investors held Automatic Data Processing (ADP) as of Q3 2021, down from 1,750 in Q2 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q3 2021, down 0.07% quarter-over-quarter.
  • 91 funds opened new Automatic Data Processing positions in Q3 2021 and 74 closed out, a net change of +17 holders.
  • The largest Automatic Data Processing buyer in Q3 2021 was UBS AM, an estimated $205M added.
  • The largest Automatic Data Processing seller in Q3 2021 was Wellington Management Group, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2021.