We are live on ! Find out more
ADP icon

Automatic Data Processing

1,750 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 596 increasing their positions, 672 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 73

34% more call options, than puts

Call options by funds: $322M | Put options by funds: $240M

1% more funds holding

Funds holding: 1,7251,750 (+25)

5% more capital invested

Capital invested by funds: $64B → $66.9B (+$2.96B)

0.04% less ownership

Funds ownership: 79.85%79.81% (-0.04%)

6% less funds holding in top 10

Funds holding in top 10: 6763 (-4)

11% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 672

Holders
1,750
Holders Change
+25
Holders Change %
+1.45%
% of All Funds
30.46%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
1.1%
New
117
Increased
596
Reduced
672
Closed
73
Calls
$322M
Puts
$240M
Net Calls
+$82.5M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SN
1601
Sittner & Nelson
Oregon
$154K
AF
1602
Allworth Financial
California
$146K -$198K -1,021 -58%
VCM
1603
Versant Capital Management
Arizona
$145K -$31.7K -163 -18%
EBSAM
1604
Eubel Brady & Suttman Asset Management
Ohio
$144K -$148K -763 -50%
IGGA
1605
Iron Gate Global Advisors
Utah
$143K +$140K +721 New
PSIWM
1606
Paradigm Strategies in Wealth Management
Minnesota
$141K +$583 +3 +0.4%
WP
1607
WealthShield Partners
North Carolina
$140K -$115K -594 -46%
ETI
1608
Enterprise Trust & Investment
California
$139K -$34.4K -177 -20%
MGIM
1609
M&G Investment Management
United Kingdom
$133K -$15.6M -80,342 -11%
SIAP
1610
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$125K -$2.92K -15 -2%
TCM
1611
Tradewinds Capital Management
Washington
$123K
TWM
1612
Tradition Wealth Management
Minnesota
$119K
AA
1613
Addison Advisors
Vermont
$118K +$115K +594 New
SCM
1614
Silvant Capital Management
Georgia
$117K
CAL
1615
Capital Advisors Ltd
Ohio
$113K
RIM
1616
Rockbridge Investment Management
New York
$110K
MCM
1617
MV Capital Management
Maryland
$108K +$12.8K +66 +14%
NFSG
1618
Newbridge Financial Services Group
Florida
$107K -$28.6K -147 -21%
DOA
1619
D'Orazio & Associates
Virginia
$106K
COCM
1620
Charter Oak Capital Management
New Hampshire
$102K
JFA
1621
JNBA Financial Advisors
Minnesota
$97K +$5.44K +28 +6%
HWA
1622
HHM Wealth Advisors
Tennessee
$93K -$7.19K -37 -7%
NSIM
1623
North Star Investment Management
Illinois
$93K
NC
1624
NewSquare Capital
Pennsylvania
$92K +$25.5K +131 +39%
CTB
1625
Country Trust Bank
Illinois
$89K

ADP Hedge Fund Activity: Q2 2021 in Review

1,750 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2021, worth a combined $66.9B — up 4.6% from $64B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ADP positions and 73 closed out — a net gain of 44 holders — while 596 added to existing stakes and 672 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $154M. The largest seller was JP Morgan Chase, cutting an estimated $280M.

  • 1,750 institutional investors held Automatic Data Processing (ADP) as of Q2 2021, up from 1,725 in Q1 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 117 funds opened new Automatic Data Processing positions in Q2 2021 and 73 closed out, a net change of +44 holders.
  • The largest Automatic Data Processing buyer in Q2 2021 was Traphagen Investment Advisors, an estimated $154M added.
  • The largest Automatic Data Processing seller in Q2 2021 was JP Morgan Chase, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2021.