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Automatic Data Processing
ADP

Overview Fund Activity

1,925 hedge funds and large institutions have $81.7B invested in Automatic Data Processing in 2021 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 608 increasing their positions, 675 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,925
Holders Change
+184
Holders Change %
+10.57%
% of All Funds
29.73%
Holding in Top 10
80
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+35.59%
% of All Funds
1.24%
New
275
Increased
608
Reduced
675
Closed
66
Calls
$414M
Puts
$762M
Net Calls
-$347M
Net Calls Change
-$224M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$378M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$447M
3
BlackRock
BlackRock
New York
$7.89B
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$167M
5
Canada Life
Canada Life
Manitoba, Canada
$96.8M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$262M
2
Norges Bank
Norges Bank
Norway
$566M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$194M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.39B
5
UBS AM
UBS AM
Illinois
$686M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1826
Bellevue Asset Management
Washington
$51K – – –
CFD
1827
Creative Financial Designs
Indiana
$50K – – –
PCA
1828
Providence Capital Advisors
North Carolina
$49K – – –
RAM
1829
Riggs Asset Management
Pennsylvania
$49K – – –
CBT
1830
Central Bank & Trust
Kentucky
$49K – – –
PWC
1831
PYA Waltman Capital
Tennessee
$49K +$49K +200 New
PP
1832
PrairieView Partners
Minnesota
$48K – – –
POIA
1833
Pin Oak Investment Advisors
Texas
$48K – – –
SIS
1834
Sound Income Strategies
Florida
$43K +$6.67K +27 +18%
BIA
1835
Bell Investment Advisors
California
$43K +$8.4K +34 +24%
SFG
1836
Steward Financial Group
Texas
$43K +$43K +175 New
IWP
1837
IAG Wealth Partners
Wisconsin
$41K – – –
CWM
1838
Cedar Wealth Management
California
$41K +$41K +167 New
ICM
1839
Islay Capital Management
Texas
$40K – – –
ECM
1840
Estabrook Capital Management
New York
$39.5K – – –
SC
1841
Sierra Capital
Florida
$39K +$39K +159 New
DI
1842
Disciplined Investments
Oklahoma
$38K – – –
LPWM
1843
Lake Point Wealth Management
Texas
$33K – – –
CWM
1844
Cranbrook Wealth Management
Michigan
$32K – – –
MWC
1845
MBM Wealth Consultants
Missouri
$31K – – –
DWA
1846
Delos Wealth Advisors
Texas
$31K +$26.5K +106 +589%
TIM
1847
Tortoise Investment Management
New York
$30K +$12.4K +51 +71%
TLFA
1848
True Link Financial Advisors
California
$28K -$5.9K -24 -17%
SCA
1849
Sandy Cove Advisors
Massachusetts
$28K +$28K +114 New
FAG
1850
Fortitude Advisory Group
Washington
$28K +$28K +115 New
72 73
74
75 76