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

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$262M
2
Norges Bank
2
Norges Bank
Norway
$566M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$194M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.39B
5
UBS AM
5
UBS AM
Illinois
$686M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
1901
Winch Advisory Services
Wisconsin
$3K -$2.75K -11 -48%
MAM
1902
McCarthy Asset Management
California
$3K – – –
AIP
1903
Ahrens Investment Partners
Louisiana
$3K +$3K +12 New
S
1904
Surevest
California
$3K +$3K +12 New
FWM
1905
Focused Wealth Management
New York
$2K – – –
UFF
1906
USA Financial Formulas
Michigan
$2K – – –
KFP
1907
KB Financial Partners
New Jersey
$2K +$2K +10 New
RA
1908
Rise Advisors
New York
$1.13K +$1.13K +5 New
SFCL
1909
Strengthening Families & Communities LLC
Massachusetts
$1.08K +$1.08K +4,371 New
PI
1910
PEAK6 Investments
Illinois
$1K -$434K -1,301 -100%
TFA
1911
Transamerica Financial Advisors
Florida
$1K -$333 -1 -25%
MBFW
1912
Morton Brown Family Wealth
Pennsylvania
$1K +$1K +4 New
PA
1913
PSI Advisors
Florida
$1K +$1K +6 New
BBPWM
1914
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1K +6 New
ED
1915
Exane Derivatives
France
$986 – – –
BIM
1916
Baldwin Investment Management
Pennsylvania
$851 -$49 -200 -5%
CP
1917
Castleview Partners
Texas
$798 +$798 +196,781 New
LWM
1918
Liberty Wealth Management
California
$754 -$101 -409 -12%
ACA
1919
Atlas Capital Advisors
Wyoming
$739 – – –
WA
1920
WestEnd Advisors
North Carolina
$739 +$739 +3 New
FHC
1921
First Heartland Consultants
Missouri
$676 +$418 +1,697 +162%
FFG
1922
Ford Financial Group
California
$227 +$227 +923 New
WIM
1923
Westside Investment Management
California
$34 – – –
Renaissance Technologies
1924
Renaissance Technologies
New York
– -$96.5M -482,500 Closed
MAMU
1925
Marathon Asset Management (UK)
United Kingdom
– -$48.2M -239,880 Closed
75 76
77
78 79