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Automatic Data Processing

1,520 hedge funds and large institutions have $56.2B invested in Automatic Data Processing in 2019 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 504 increasing their positions, 601 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 84

26% more funds holding in top 10

Funds holding in top 10: 7696 (+20)

22% more capital invested

Capital invested by funds: $46B → $56.2B (+$10.2B)

3% more funds holding

Funds holding: 1,4711,520 (+49)

0.51% more ownership

Funds ownership: 80.47%80.98% (+0.51%)

3% less call options, than puts

Call options by funds: $591M | Put options by funds: $609M

16% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 601

Holders
1,520
Holders Change
+49
Holders Change %
+3.33%
% of All Funds
32.9%
Holding in Top 10
96
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+26.32%
% of All Funds
2.08%
New
145
Increased
504
Reduced
601
Closed
84
Calls
$591M
Puts
$609M
Net Calls
-$18.1M
Net Calls Change
-$340M
Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
1576
Stonehage Fleming Financial Services
Jersey
-$229K -1,747 Closed
KFA
1577
Kays Financial Advisory
Georgia
-$225K -1,718 Closed
UAS
1578
United Asset Strategies
New York
-$214K -1,635 Closed
DWM
1579
Dorchester Wealth Management
Quebec, Canada
-$213K -1,628 Closed
W
1580
WealthOne
New York
-$210K -1,600 Closed
CMBA
1581
C.M. Bidwell & Associates
Hawaii
-$209K -1,595 Closed
ROTUOC
1582
Regents of the University of California
California
-$203K -1,550 Closed
TW
1583
Transform Wealth
Colorado
-$203K -1,545 Closed
OMC
1584
Old Mission Capital
Illinois
-$202K -1,538 Closed
CASB
1585
Cape Ann Savings Bank
Massachusetts
-$213K -1,441 Closed
WAM
1586
Wolverine Asset Management
Illinois
-$179K -1,369 Closed
DWM
1587
Doyle Wealth Management
Florida
-$148K -1,130 Closed
LPC
1588
Loeb Partners Corp
New York
-$144K -1,100 Closed
AIP
1589
Almanack Investment Partners
Pennsylvania
-$119K -900 Closed
CI Investments Inc
1590
CI Investments Inc
Ontario, Canada
-$118K -900 Closed
FLI
1591
Family Legacy Inc
South Carolina
-$114K -870 Closed
ER
1592
Enlightenment Research
Florida
-$92K -700 Closed
PFC
1593
Phocas Financial Corp
California
-$92K -700 Closed
RCG
1594
Ruggie Capital Group
Florida
-$66K -507 Closed
TFA
1595
Transamerica Financial Advisors
Florida
-$61K -462 Closed
Capstone Investment Advisors
1596
Capstone Investment Advisors
New York
-$66.2K -456 Closed
JA
1597
JOYN Advisors
Georgia
-$47K -360 Closed
TCM
1598
Tributary Capital Management
Nebraska
-$26K -200 Closed
CA
1599
Claro Advisors
Massachusetts
-$29K -190 Closed
EWA
1600
ERTS Wealth Advisors
Michigan
-$8K -60 Closed

ADP Hedge Fund Activity: Q1 2019 in Review

1,520 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2019, worth a combined $56.2B — up 22% from $46B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new ADP positions and 84 closed out — a net gain of 61 holders — while 504 added to existing stakes and 601 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $320M. The largest seller was Polen Capital Management, cutting an estimated $186M.

  • 1,520 institutional investors held Automatic Data Processing (ADP) as of Q1 2019, up from 1,471 in Q4 2018.
  • Funds reported $56.2B of Automatic Data Processing stock for Q1 2019, up 22% quarter-over-quarter.
  • 145 funds opened new Automatic Data Processing positions in Q1 2019 and 84 closed out, a net change of +61 holders.
  • The largest Automatic Data Processing buyer in Q1 2019 was JP Morgan Chase, an estimated $320M added.
  • The largest Automatic Data Processing seller in Q1 2019 was Polen Capital Management, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2019.