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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
SN
1601
Sittner & Nelson
Oregon
$155K
DOA
1602
D'Orazio & Associates
Virginia
$155K +$50.3K +244 +46%
VCM
1603
Versant Capital Management
Arizona
$147K +$206 +1 +0.1%
ETI
1604
Enterprise Trust & Investment
California
$140K
ODG
1605
O'Dell Group
Ohio
$135K +$139K +675 New
NIM
1606
NuWave Investment Management
New Jersey
$133K +$137K +663 New
CT
1607
Clearstead Trust
Maine
$129K +$70.7K +343 +114%
CAM
1608
CenterStar Asset Management
Illinois
$128K
MGIM
1609
M&G Investment Management
United Kingdom
$122K -$11.9M -57,800 -9%
SIAP
1610
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$120K -$5.97K -29 -5%
TWM
1611
Tradition Wealth Management
Minnesota
$120K
BIP
1612
Blueprint Investment Partners
North Carolina
$120K +$123K +599 New
AA
1613
Addison Advisors
Vermont
$119K
SCM
1614
Silvant Capital Management
Georgia
$118K
MCM
1615
MV Capital Management
Maryland
$117K +$7.62K +37 +7%
CPC
1616
Consolidated Planning Corp
Georgia
$116K +$119K +579 New
LPIC
1617
LeJeune Puetz Investment Counsel
Michigan
$116K +$119K +579 New
ACM
1618
Antonetti Capital Management
Florida
$115K +$118K +575 New
RIM
1619
Rockbridge Investment Management
New York
$111K
NFSG
1620
Newbridge Financial Services Group
Florida
$108K +$206 +1 +0.2%
COCM
1621
Charter Oak Capital Management
New Hampshire
$103K
JFA
1622
JNBA Financial Advisors
Minnesota
$97K
HWA
1623
HHM Wealth Advisors
Tennessee
$94K
NSIM
1624
North Star Investment Management
Illinois
$94K
JWM
1625
Janiczek Wealth Management
Colorado
$92K +$33.4K +162 +54%

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.