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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
PCG
1526
Private Capital Group
Connecticut
$231K -$3.11K -16 -1%
SFP
1527
Shepherd Financial Partners
Massachusetts
$231K +$6.41K +33 +3%
MFS
1528
Madrona Financial Services
Washington
$230K
GCM
1529
Gables Capital Management
Florida
$229K
LC
1530
Landaas & Company
Wisconsin
$228K
KP
1531
Keel Point
Alabama
$227K -$19.8K -102 -8%
SP
1532
Successful Portfolios
Florida
$225K
GAM
1533
Gould Asset Management
California
$225K +$10.7K +55 +5%
AWA
1534
Arkadios Wealth Advisors
Georgia
$225K +$65.9K +339 +43%
TNBTD
1535
Trustmark National Bank Trust Department
Mississippi
$224K
CC
1536
Cornerstone Capital
California
$224K +$9.91K +51 +5%
EIM
1537
Essex Investment Management
Massachusetts
$223K
CPA
1538
Capital Planning Advisors
California
$222K -$972 -5 -0.4%
SAM
1539
Summit Asset Management
Tennessee
$222K
PFGIA
1540
Patriot Financial Group Insurance Agency
Massachusetts
$221K +$32.8K +169 +18%
AWM
1541
Act Wealth Management
Texas
$220K
NJBEST
1542
New Jersey Better Educational Savings Trust
New Jersey
$220K
RPA
1543
Rock Point Advisors
Vermont
$219K
RIL
1544
Rothschild Investment LLC
Illinois
$219K
TPWA
1545
TRUE Private Wealth Advisors
Oregon
$219K +$214K +1,102 New
WOSD
1546
WFA of San Diego
California
$218K -$16.1K -83 -7%
1IA
1547
1834 Investment Advisors
Wisconsin
$218K
AIM
1548
AMI Investment Management
Indiana
$218K
TIM
1549
Thompson Investment Management
Wisconsin
$216K
WGAM
1550
Wilkinson Global Asset Management
New York
$216K

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.