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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
AFS
1701
Annapolis Financial Services
Maryland
$23K -$10.3K -50 -30%
JWA
1702
JFS Wealth Advisors
Pennsylvania
$23K
ST
1703
Sageworth Trust
Pennsylvania
$22K -$271K -1,314 -92%
PP
1704
Pacifica Partners
Canada
$22K
SC
1705
Solstein Capital
California
$22K
BWA
1706
BDO Wealth Advisors
Florida
$21K
CP
1707
Corbenic Partners
Pennsylvania
$21K +$206 +1 +1%
JMF
1708
Johnson Midwest Financial
Iowa
$20K
LFG
1709
Larson Financial Group
Missouri
$20K
Capstone Investment Advisors
1710
Capstone Investment Advisors
New York
$20K +$20.4K +99 New
LWP
1711
Laurel Wealth Planning
Minnesota
$20K +$20.8K +101 New
HL
1712
Harding Loevner
New Jersey
$18K -$67.1K -326 -78%
ETC
1713
Exchange Traded Concepts
Oklahoma
$18K -$1.85K -9 -9%
FCA
1714
FinTrust Capital Advisors
South Carolina
$18K
HF
1715
Halpern Financial
Virginia
$17.2K +$17.7K +86 New
IRC
1716
Investors Research Corp
Georgia
$16K
IFAM
1717
Institutional & Family Asset Management
Colorado
$15K
PO
1718
Private Ocean
California
$14K
TIM
1719
Tortoise Investment Management
New York
$14K
FCM
1720
Firestone Capital Management
Florida
$13K
APWA
1721
Atlas Private Wealth Advisors
New Jersey
$12K
EWA
1722
Evolution Wealth Advisors
Florida
$12K
TC
1723
Truvestments Capital
Florida
$12K
CWP
1724
Concord Wealth Partners
Virginia
$10K -$15.4K -75 -60%
FMP
1725
Financial Management Professionals
Texas
$10K -$206 -1 -2%

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.