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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
HWMA
1651
Heritage Wealth Management (Arizona)
Arizona
$64K
ME
1652
McIlrath & Eck
Washington
$61K
SWM
1653
Selective Wealth Management
Virginia
$60K
TFO
1654
Tarbox Family Office
California
$60K
YAL
1655
Your Advocates Ltd
Texas
$60K
GIA
1656
Goodwin Investment Advisory
Georgia
$59K
FMTCOCP
1657
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K
VNA
1658
Valley National Advisers
Pennsylvania
$58K +$206 +1 +0.3%
CAL
1659
Capital Analysts LLC
Pennsylvania
$57K -$1.44K -7 -2%
CCA
1660
Column Capital Advisors
Indiana
$53K
PK
1661
Pflug Koory
Nebraska
$53K
RTL
1662
Red Tortoise LLC
Georgia
$53K +$48.2K +234 New
APC
1663
Aspire Private Capital
North Carolina
$52K -$1.85K -9 -3%
CCA
1664
Catalyst Capital Advisors
New York
$51K -$1.65K -8 -3%
OIA
1665
Optimum Investment Advisors
Illinois
$50K
CFA
1666
Cahill Financial Advisors
Minnesota
$50K +$51.5K +250 New
RCA
1667
Ranch Capital Advisors
Florida
$49K +$206 +1 +0.4%
TCWM
1668
Total Clarity Wealth Management
Illinois
$49K +$50.7K +246 New
FFA
1669
Freedman Financial Associates
Massachusetts
$48K +$7.83K +38 +19%
MSFP
1670
Mark Sheptoff Financial Planning
Connecticut
$46K
BMD
1671
Better Money Decisions
New Mexico
$46K +$206 +1 +0.4%
NOI
1672
Newton One Investments
Delaware
$42K
BAM
1673
Bellevue Asset Management
Washington
$41K
KIG
1674
Kowal Investment Group
Wisconsin
$41K +$41.8K +203 New
CBT
1675
Central Bank & Trust
Kentucky
$40K

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.