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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
AWM
1826
Accel Wealth Management
Iowa
$79K +$214 +1 +0.3%
SOW
1827
State of Wyoming
Wyoming
$76K -$4.71K -22 -6%
NC
1828
NewSquare Capital
Pennsylvania
$76K
CFFP
1829
Center for Financial Planning
Michigan
$75K
PCFFS
1830
Pacific Center for Financial Services
California
$74K -$5.35K -25 -7%
HWMA
1831
Heritage Wealth Management (Arizona)
Arizona
$72K +$68.1K +318 New
SWM
1832
Selective Wealth Management
Virginia
$68K
YAL
1833
Your Advocates Ltd
Texas
$68K
FMTCOCP
1834
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$66K -$15K -70 -19%
CCA
1835
Catalyst Capital Advisors
New York
$66K +$12.2K +57 +24%
CWM
1836
Cranbrook Wealth Management
Michigan
$66K +$34.3K +160 +123%
OA
1837
Operose Advisors
Wisconsin
$65K
Optiver Holding
1838
Optiver Holding
Netherlands
$65K +$57.2K +267 +1,335%
WPWM
1839
Western Pacific Wealth Management
Illinois
$64K +$4.28K +20 +8%
BWL
1840
Bogart Wealth LLC
Virginia
$63K
RDFA
1841
Ritter Daniher Financial Advisory
Ohio
$63K
Credit Agricole
1842
Credit Agricole
France
$62K -$116K -543 -67%
GIA
1843
Goodwin Investment Advisory
Georgia
$62K -$4.28K -20 -7%
PK
1844
Pflug Koory
Nebraska
$61K
SIS
1845
Sound Income Strategies
Florida
$60K +$19.3K +90 +52%
RTC
1846
Riverview Trust Company
Washington
$58K +$54.6K +255 New
OIA
1847
Optimum Investment Advisors
Illinois
$57K
BSWA
1848
Bromfield Sneider Wealth Advisors
Massachusetts
$56K +$52.7K +246 New
SC
1849
Stephens Consulting
Michigan
$55.3K +$33.2K +155 +176%
DHGWA
1850
Dixon Hughes Goodman Wealth Advisors
North Carolina
$54K

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.