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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
VNA
1601
Valley National Advisers
Pennsylvania
$61K +$164 +1 +0.3%
FPFS
1602
First Personal Financial Services
North Carolina
$60K
AWM
1603
Accel Wealth Management
Iowa
$60K +$56.2K +342 New
NC
1604
NewSquare Capital
Pennsylvania
$59K
CBT
1605
Central Bank & Trust
Kentucky
$57K
HS
1606
Horan Securities
United States
$57K +$6.57K +40 +14%
EWM
1607
Edge Wealth Management
New York
$56K -$3.29K -20 -6%
MCM
1608
Manchester Capital Management
Vermont
$56K +$2.3K +14 +5%
RWB
1609
RMR Wealth Builders
New Jersey
$56K +$52.1K +317 New
CFFP
1610
Center for Financial Planning
Michigan
$54K
FFG
1611
Fortem Financial Group
California
$54K +$50.6K +308 New
CCA
1612
Catalyst Capital Advisors
New York
$53K -$985K -5,999 -95%
CT
1613
Clearstead Trust
Maine
$53K
JWM
1614
Janiczek Wealth Management
Colorado
$53K
TFO
1615
Tarbox Family Office
California
$53K
YAL
1616
Your Advocates Ltd
Texas
$53K
MF
1617
Manchester Financial
California
$52K +$14.5K +88 +43%
FMP
1618
Financial Management Professionals
Texas
$51K +$1.31K +8 +3%
ICP
1619
Interchange Capital Partners
Pennsylvania
$49K +$46.2K +281 New
GEA
1620
Glen Eagle Advisors
New Jersey
$48.6K +$1.97K +12 +5%
APC
1621
Aspire Private Capital
North Carolina
$48K +$164 +1 +0.4%
EA
1622
Elm Advisors
California
$48K +$45.2K +275 New
CCA
1623
Column Capital Advisors
Indiana
$47K -$31.2K -190 -42%
GWS
1624
Glassman Wealth Services
Virginia
$47K +$10.8K +66 +33%
SLF
1625
Sun Life Financial
Ontario, Canada
$45K -$985 -6 -2%

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.