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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
SWM
1651
Selective Wealth Management
Virginia
$60K +$38.9K +200 +200%
CT
1652
Clearstead Trust
Maine
$60K +$58.3K +300 New
JWM
1653
Janiczek Wealth Management
Colorado
$59K
BWL
1654
Bogart Wealth LLC
Virginia
$58K
FMTCOCP
1655
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K
GIA
1656
Goodwin Investment Advisory
Georgia
$58K
VNA
1657
Valley National Advisers
Pennsylvania
$58K
CAL
1658
Capital Analysts LLC
Pennsylvania
$58K +$194 +1 +0.3%
APC
1659
Aspire Private Capital
North Carolina
$54K +$194 +1 +0.4%
CCA
1660
Column Capital Advisors
Indiana
$53K
PK
1661
Pflug Koory
Nebraska
$53K
CCA
1662
Catalyst Capital Advisors
New York
$52K +$1.55K +8 +3%
GWS
1663
Glassman Wealth Services
Virginia
$52K +$4.86K +25 +11%
OIA
1664
Optimum Investment Advisors
Illinois
$50K -$19.4K -100 -29%
RCA
1665
Ranch Capital Advisors
Florida
$48K
IPW
1666
IronBridge Private Wealth
Texas
$47K
VRM
1667
Vectors Research Management
New York
$47K
HFS
1668
Hantz Financial Services
Michigan
$46K -$12.8K -66 -22%
MSFP
1669
Mark Sheptoff Financial Planning
Connecticut
$46K
BMD
1670
Better Money Decisions
New Mexico
$45K +$194 +1 +0.4%
NOI
1671
Newton One Investments
Delaware
$42K +$41.2K +212 New
FPFS
1672
First Personal Financial Services
North Carolina
$41K -$25.8K -133 -39%
BAM
1673
Bellevue Asset Management
Washington
$41K
CBT
1674
Central Bank & Trust
Kentucky
$40K
CFD
1675
Creative Financial Designs
Indiana
$40K

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.