We are live on ! Find out more
ADP icon

Automatic Data Processing

1,956 hedge funds and large institutions have $75.7B invested in Automatic Data Processing in 2022 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 711 increasing their positions, 712 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 95

1.17% more ownership

Funds ownership: 79.26%80.43% (+1.2%)

1% more funds holding

Funds holding: 1,9351,956 (+21)

0% less repeat investments, than reductions

Existing positions increased: 711 | Existing positions reduced: 712

2% less funds holding in top 10

Funds holding in top 10: 8179 (-2)

8% less capital invested

Capital invested by funds: $81.9B → $75.7B (-$6.18B)

32% less call options, than puts

Call options by funds: $403M | Put options by funds: $591M

Holders
1,956
Holders Change
+21
Holders Change %
+1.09%
% of All Funds
30.85%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.25%
New
139
Increased
711
Reduced
712
Closed
95
Calls
$403M
Puts
$591M
Net Calls
-$188M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1676
Sterling Financial Planning
New Jersey
$244K -$49.2K -230 -18%
PAMG
1677
Patton Albertson Miller Group
Tennessee
$243K -$177K -825 -44%
SDWMA
1678
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K -$214 -1 -0.1%
AIA
1679
Allied Investment Advisors
Montana
$243K
PCG
1680
Private Capital Group
Connecticut
$242K -$3.21K -15 -1%
SWM
1681
Sugarloaf Wealth Management
Georgia
$242K +$642 +3 +0.3%
SPWM
1682
Spartan Planning & Wealth Management
North Carolina
$242K +$228K +1,064 New
RIL
1683
Rothschild Investment LLC
Illinois
$241K -$9.63K -45 -4%
QPW
1684
Quantum Private Wealth
Florida
$241K
BFS
1685
Bard Financial Services
Connecticut
$239K
WAL
1686
W Advisors LLC
Tennessee
$239K
RBC
1687
Roble Belko & Company
Pennsylvania
$239K +$10.9K +51 +5%
MFGP
1688
Marshall Financial Group (Pennsylvania)
Pennsylvania
$238K
SA
1689
Syntax Advisors
New York
$238K +$1.71K +8 +0.8%
VCG
1690
Vantage Consulting Group
Virginia
$238K +$1.71K +8 +0.8%
RPCONE
1691
Retirement Planning Company of New England
Rhode Island
$237K +$214 +1 +0.1%
PWA
1692
Phoenix Wealth Advisors
North Carolina
$236K
CA
1693
Claris Advisors
Missouri
$235K
FFMBT
1694
First Farmers & Merchants Bank Trust
Tennessee
$235K
JSW
1695
Journey Strategic Wealth
New Jersey
$235K +$4.07K +19 +2%
SAF
1696
Smith Anglin Financial
Texas
$234K +$428 +2 +0.2%
AWM
1697
Avaii Wealth Management
Wisconsin
$233K +$856 +4 +0.4%
TPWA
1698
TRUE Private Wealth Advisors
Oregon
$233K +$3K +14 +1%
ACA
1699
Anchor Capital Advisors
Massachusetts
$232K
KCM
1700
KRS Capital Management
Michigan
$232K

ADP Hedge Fund Activity: Q1 2022 in Review

1,956 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2022, worth a combined $75.7B — down 7.5% from $81.9B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new ADP positions and 95 closed out — a net gain of 44 holders — while 711 added to existing stakes and 712 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $552M. The largest seller was Loomis, Sayles & Company, cutting an estimated $433M.

  • 1,956 institutional investors held Automatic Data Processing (ADP) as of Q1 2022, up from 1,935 in Q4 2021.
  • Funds reported $75.7B of Automatic Data Processing stock for Q1 2022, down 7.5% quarter-over-quarter.
  • 139 funds opened new Automatic Data Processing positions in Q1 2022 and 95 closed out, a net change of +44 holders.
  • The largest Automatic Data Processing buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $552M added.
  • The largest Automatic Data Processing seller in Q1 2022 was Loomis, Sayles & Company, an estimated $433M sold.

Based on aggregated 13F filings for Q1 2022.