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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
FC
1576
Ferris Capital
Massachusetts
$201K +$181K +879 New
PAMP
1577
Polar Asset Management Partners
Ontario, Canada
$201K +$207K +1,005 New
PFGIA
1578
Patriot Financial Group Insurance Agency
Massachusetts
$200K -$22.2K -108 -10%
PVH
1579
Psagot Value Holdings
Israel
$200K
RBC
1580
Roble Belko & Company
Pennsylvania
$200K
ACM
1581
AUA Capital Management
Pennsylvania
$199K
PWA
1582
Phoenix Wealth Advisors
North Carolina
$198K
FA
1583
Financial Avengers
California
$198K +$1.03K +5 +0.5%
BWP
1584
Baldwin Wealth Partners
Massachusetts
$196K
MPWT
1585
MassMutual Private Wealth & Trust
Connecticut
$191K +$21.6K +105 +12%
DSC
1586
Duncker Streett & Co
Missouri
$189K -$83.4K -405 -30%
TCM
1587
Tradewinds Capital Management
Washington
$184K +$61.6K +299 +48%
AIC
1588
Archer Investment Corporation
Indiana
$180K
CLOS
1589
Compagnie Lombard Odier SCmA
Switzerland
$179K
LS
1590
Leelyn Smith
Illinois
$179K +$14.4K +70 +8%
GC
1591
Garde Capital
Washington
$176K
MCM
1592
Manchester Capital Management
Vermont
$176K +$119K +578 +191%
KFI
1593
Key Financial Inc
Pennsylvania
$171K -$63.9K -310 -27%
CAL
1594
Capital Advisors Ltd
Ohio
$168K +$56.6K +275 +49%
GWSG
1595
GPS Wealth Strategies Group
Colorado
$164K +$206 +1 +0.1%
AII
1596
AGF Investments Inc
Ontario, Canada
$160K -$35K -170 -18%
CHA
1597
Carmichael Hill & Associates
Maryland
$159K
HWM
1598
HighMark Wealth Management
Minnesota
$158K
HFM
1599
Harvest Fund Management
China
$157K +$88.2K +428 +120%
SWA
1600
SOA Wealth Advisors
New York
$156K

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.