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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
HWM
1551
HighMark Wealth Management
Minnesota
$140K
CHA
1552
Carmichael Hill & Associates
Maryland
$139K
TPWA
1553
TRUE Private Wealth Advisors
Oregon
$135K +$13.5K +82 +12%
KFI
1554
Key Financial Inc
Pennsylvania
$132K +$123K +748 New
TWA
1555
TCI Wealth Advisors
Arizona
$131K -$4.93K -30 -4%
CCA
1556
Childress Capital Advisors
Texas
$121K +$113K +685 New
PHK
1557
Point72 Hong Kong
Hong Kong
$112K +$105K +637 New
SIAP
1558
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$111K
BWA
1559
BDO Wealth Advisors
Florida
$107K
AA
1560
Addison Advisors
Vermont
$105K +$97.6K +594 New
TWM
1561
Tradition Wealth Management
Minnesota
$105K +$98.2K +598 New
SCM
1562
Silvant Capital Management
Georgia
$104K
IA
1563
Inspire Advisors
Idaho
$104K +$96.6K +588 New
PS
1564
Planned Solutions
California
$103K
SN
1565
Sittner & Nelson
Oregon
$101K +$94.4K +575 New
CAL
1566
Capital Advisors Ltd
Ohio
$100K
RIM
1567
Rockbridge Investment Management
New York
$98K
FWM
1568
FSA Wealth Management
Massachusetts
$93K +$87K +530 New
BSSFA
1569
Baron Silver Stevens Financial Advisors
Florida
$92K +$86.4K +526 New
COCM
1570
Charter Oak Capital Management
New Hampshire
$91K +$84.4K +514 New
PCFFS
1571
Pacific Center for Financial Services
California
$88K
GWM
1572
Greenhouse Wealth Management
Connecticut
$88K +$82.1K +500 New
CLOS
1573
Compagnie Lombard Odier SCmA
Switzerland
$87K
KTC
1574
Kistler-Tiffany Companies
Pennsylvania
$87K
AWA
1575
Arkadios Wealth Advisors
Georgia
$86K +$12.3K +75 +18%

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.