We are live on ! Find out more
ADP icon

Automatic Data Processing

2,166 hedge funds and large institutions have $78.3B invested in Automatic Data Processing in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 826 increasing their positions, 799 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 100

20% more call options, than puts

Call options by funds: $424M | Put options by funds: $353M

3% more repeat investments, than reductions

Existing positions increased: 826 | Existing positions reduced: 799

0% more funds holding

Funds holding: 2,1602,166 (+6)

0.21% more ownership

Funds ownership: 79.83%80.04% (+0.21%)

4% less capital invested

Capital invested by funds: $81.8B → $78.3B (-$3.58B)

20% less funds holding in top 10

Funds holding in top 10: 7963 (-16)

Holders
2,166
Holders Change
+6
Holders Change %
+0.28%
% of All Funds
31.28%
Holding in Top 10
63
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-20.25%
% of All Funds
0.91%
New
135
Increased
826
Reduced
799
Closed
100
Calls
$424M
Puts
$353M
Net Calls
+$71.4M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
2076
Institutional & Family Asset Management
Colorado
$28.4K +$246 +1 +0.8%
CC
2077
Cypress Capital
Tennessee
$27.7K +$28.5K +116 New
BL
2078
BFSG LLC
California
$27.4K
KWAG
2079
Kiely Wealth Advisory Group
North Carolina
$27.2K +$25.5K +104 New
FMP
2080
Financial Management Professionals
Texas
$27K -$982 -4 -3%
CA
2081
Crewe Advisors
Utah
$26.7K -$4.91K -20 -15%
CPG
2082
Custom Portfolio Group
Colorado
$26.6K
DWM
2083
Dogwood Wealth Management
Kansas
$26.4K +$246 +1 +0.9%
SC
2084
Stephens Consulting
Michigan
$26.4K +$246 +1 +0.9%
SFA
2085
Semmax Financial Advisors
North Carolina
$26.2K
ACM
2086
Anfield Capital Management
California
$23.9K
AFS
2087
Annapolis Financial Services
Maryland
$23.9K
BC
2088
Barrett & Company
Rhode Island
$23.9K
MSG
2089
Main Street Group
Virginia
$23.6K -$18.4K -75 -43%
CIAS
2090
CBIZ Investment Advisory Services
Ohio
$23.3K
WIM
2091
Westside Investment Management
California
$23.2K
GWSA
2092
Global Wealth Strategies & Associates
Colorado
$22.2K
POIA
2093
Pin Oak Investment Advisors
Texas
$22K
NOI
2094
Newton One Investments
Delaware
$21.5K +$246 +1 +1%
CIR
2095
Clear Investment Research
Georgia
$19.7K
BG
2096
Bollard Group
Massachusetts
$18K
LFA
2097
Legend Financial Advisors
Pennsylvania
$17.7K
KFP
2098
Keener Financial Planning
Texas
$17K -$8.59K -35 -32%
WWM
2099
Wolff Wiese Magana
California
$16.9K +$13K +53 +294%
VF
2100
VitalStone Financial
Texas
$16.7K +$2.95K +12 +21%

ADP Hedge Fund Activity: Q2 2024 in Review

2,166 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2024, worth a combined $78.3B — down 4.4% from $81.8B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new ADP positions and 100 closed out — a net gain of 35 holders — while 826 added to existing stakes and 799 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $240M. The largest seller was Fidelity Investments, cutting an estimated $311M.

  • 2,166 institutional investors held Automatic Data Processing (ADP) as of Q2 2024, up from 2,160 in Q1 2024.
  • Funds reported $78.3B of Automatic Data Processing stock for Q2 2024, down 4.4% quarter-over-quarter.
  • 135 funds opened new Automatic Data Processing positions in Q2 2024 and 100 closed out, a net change of +35 holders.
  • The largest Automatic Data Processing buyer in Q2 2024 was Capital Research Global Investors, an estimated $240M added.
  • The largest Automatic Data Processing seller in Q2 2024 was Fidelity Investments, an estimated $311M sold.

Based on aggregated 13F filings for Q2 2024.