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Automatic Data Processing

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: 1,7501,748 (-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: 6360 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
1551
Paragon Capital Management (Colorado)
Colorado
$215K
FRM
1552
Fox Run Management
Connecticut
$215K +$221K +1,075 New
CPA
1553
Capital Planning Advisors
California
$214K -$9.47K -46 -4%
NEPPG
1554
New England Professional Planning Group
Rhode Island
$214K -$5.15K -25 -3%
SDWMA
1555
Schneider Downs Wealth Management Advisors
Pennsylvania
$214K -$1.85K -9 -0.8%
AIA
1556
Allied Investment Advisors
Montana
$213K
HWM
1557
Hohimer Wealth Management
Washington
$213K +$206 +1 +0.1%
ZCM
1558
Ziegler Capital Management
Illinois
$213K +$219K +1,064 New
AMCA
1559
Arthur M. Cohen & Associates
Illinois
$212K
SWM
1560
Sugarloaf Wealth Management
Georgia
$212K
HFG
1561
Heron Financial Group
New York
$211K
BFS
1562
Bard Financial Services
Connecticut
$210K +$216K +1,050 New
SFP
1563
Shepherd Financial Partners
Massachusetts
$209K -$24.3K -118 -10%
FHC
1564
First Heartland Consultants
Missouri
$209K
MFGP
1565
Marshall Financial Group (Pennsylvania)
Pennsylvania
$209K
SWP
1566
Strategic Wealth Partners
Ohio
$206K +$212K +1,029 New
Jacobs Levy Equity Management
1567
Jacobs Levy Equity Management
New Jersey
$205K -$140K -678 -40%
WOSD
1568
WFA of San Diego
California
$205K -$14.6K -71 -6%
FA
1569
Fermata Advisors
California
$205K -$9.89K -48 -4%
ODCM
1570
Old Dominion Capital Management
Virginia
$205K -$2.47K -12 -1%
ACA
1571
Anchor Capital Advisors
Massachusetts
$204K
B
1572
Bridgeworth
Alabama
$204K +$210K +1,020 New
FGAM
1573
Financial Gravity Asset Management
Texas
$203K -$3.5K -17 -21%
CFG
1574
Cooper Financial Group
California
$203K +$618 +3 +0.3%
JGIA
1575
Jackson Grant Investment Advisers
Connecticut
$202K +$824 +4 +0.4%

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.