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Automatic Data Processing

1,564 hedge funds and large institutions have $48.4B invested in Automatic Data Processing in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 519 increasing their positions, 644 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 80.64%80.81% (+0.16%)

5% less call options, than puts

Call options by funds: $210M | Put options by funds: $221M

10% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 115

2% less funds holding

Funds holding: 1,5941,564 (-30)

6% less capital invested

Capital invested by funds: $51.6B → $48.4B (-$3.15B)

19% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 644

36% less funds holding in top 10

Funds holding in top 10: 5837 (-21)

Holders
1,564
Holders Change
-30
Holders Change %
-1.88%
% of All Funds
31.56%
Holding in Top 10
37
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-36.21%
% of All Funds
0.75%
New
104
Increased
519
Reduced
644
Closed
115
Calls
$210M
Puts
$221M
Net Calls
-$11.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
1651
NorthRock Partners
Minnesota
-$202K -1,357 Closed
IC
1652
Intersect Capital
California
-$201K -1,353 Closed
CHP
1653
Cable Hill Partners
Oregon
-$201K -1,348 Closed
AC
1654
Asio Capital
Kentucky
-$196K -1,315 Closed
PWP
1655
Principle Wealth Partners
Connecticut
-$191K -1,288 Closed
PP
1656
PDS Planning
Ohio
-$186K -1,248 Closed
C
1657
Cerebellum
California
-$129K -1,105 Closed
SCA
1658
Stonebridge Capital Advisors
Minnesota
-$162K -1,086 Closed
HFM
1659
Harvest Fund Management
China
-$117K -787 Closed
WR
1660
Watson Rebecca
-$83K -558 Closed
FWM
1661
FSA Wealth Management
Massachusetts
-$79K -530 Closed
VAIA
1662
Virtus Alternative Investment Advisers
Connecticut
-$49K -331 Closed
RWB
1663
RMR Wealth Builders
New Jersey
-$47K -317 Closed
MIFH
1664
Migdal Insurance & Financial Holdings
Israel
-$46K -307 Closed
CWM
1665
Campbell Wealth Management
Virginia
-$46K -306 Closed
FA
1666
Fortis Advisors
Pennsylvania
-$25K -165 Closed
AWM
1667
Avondale Wealth Management
Texas
-$22K -148 Closed
PCIA
1668
Prime Capital Investment Advisors
Kansas
-$19K -125 Closed
EWP
1669
Engrave Wealth Partners
Texas
-$15K -103 Closed
TFA
1670
Transamerica Financial Advisors
Florida
-$15K -99 Closed
FRA
1671
Front Row Advisors
California
-$13K -84 Closed
CH
1672
Canton Hathaway
Rhode Island
-$12K -80 Closed
TC
1673
Truvestments Capital
Florida
-$10K -71 Closed
CFO
1674
CVA Family Office
Colorado
-$8K -54 Closed
BCM
1675
Bourgeon Capital Management
Connecticut
-$7K -50 Closed

ADP Hedge Fund Activity: Q3 2020 in Review

1,564 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2020, worth a combined $48.4B — down 6.1% from $51.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of ADP and 104 opened new positions — a net loss of 11 holders — while 644 trimmed existing stakes and 519 added.

The largest buyer was Harris Associates, adding an estimated $287M. The largest seller was Polen Capital Management, cutting an estimated $795M.

  • 1,564 institutional investors held Automatic Data Processing (ADP) as of Q3 2020, down from 1,594 in Q2 2020.
  • Funds reported $48.4B of Automatic Data Processing stock for Q3 2020, down 6.1% quarter-over-quarter.
  • 104 funds opened new Automatic Data Processing positions in Q3 2020 and 115 closed out, a net change of -11 holders.
  • The largest Automatic Data Processing buyer in Q3 2020 was Harris Associates, an estimated $287M added.
  • The largest Automatic Data Processing seller in Q3 2020 was Polen Capital Management, an estimated $795M sold.

Based on aggregated 13F filings for Q3 2020.