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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
CAM
1651
Chandler Asset Management
California
$25.5K +$23.8K +145 New
CAL
1652
Capital Analysts LLC
Pennsylvania
$24K -$3.97M -24,180 -99%
CWM
1653
Cranbrook Wealth Management
Michigan
$23K
MWC
1654
MBM Wealth Consultants
Missouri
$22K
NWA
1655
Navis Wealth Advisors
New York
$22K +$20.5K +125 New
KC
1656
Kinloch Capital
Virginia
$20K +$18.9K +115 New
TFGT
1657
TS Financial Group (TSFG)
Illinois
$19K -$1.31K -8 -7%
LFG
1658
Larson Financial Group
Missouri
$18K
NG
1659
NWK Group
California
$18K
JMF
1660
Johnson Midwest Financial
Iowa
$18K +$16.4K +100 New
SWM
1661
Selective Wealth Management
Virginia
$18K +$16.4K +100 New
APWA
1662
Atlas Private Wealth Advisors
New Jersey
$17K
BWL
1663
Bogart Wealth LLC
Virginia
$17K
IRC
1664
Investors Research Corp
Georgia
$17K
SSWG
1665
Seven Springs Wealth Group
Tennessee
$17K +$2.79K +17 +22%
JWA
1666
JFS Wealth Advisors
Pennsylvania
$16K
PP
1667
Pacifica Partners
Canada
$15K
RG
1668
Retirement Group
California
$15K
HGWM
1669
Harvest Group Wealth Management
Massachusetts
$14K
IFAM
1670
Institutional & Family Asset Management
Colorado
$13K
TIM
1671
Tortoise Investment Management
New York
$13K +$9.53K +58 +414%
PO
1672
Private Ocean
California
$12K
FGAM
1673
Financial Gravity Asset Management
Texas
$12K +$12K +73 New
EWA
1674
Evolution Wealth Advisors
Florida
$11K -$5.42K -33 -35%
FCM
1675
Firestone Capital Management
Florida
$11K

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.