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Automatic Data Processing

1,203 hedge funds and large institutions have $36.5B invested in Automatic Data Processing in 2016 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 362 increasing their positions, 488 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 58

66% more funds holding in top 10

Funds holding in top 10: 4778 (+31)

23.48% more ownership

Funds ownership: 55.43%78.91% (+23%)

20% more call options, than puts

Call options by funds: $129M | Put options by funds: $108M

18% more capital invested

Capital invested by funds: $31B → $36.5B (+$5.51B)

8% more funds holding

Funds holding: 1,1091,203 (+94)

26% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 488

Holders
1,203
Holders Change
+94
Holders Change %
+8.48%
% of All Funds
30.07%
Holding in Top 10
78
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+65.96%
% of All Funds
1.95%
New
168
Increased
362
Reduced
488
Closed
58
Calls
$129M
Puts
$108M
Net Calls
+$21M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.37B +$43.2M +463,505 +1%
State Street
2
State Street
Massachusetts
$2.13B +$71.2M +763,365 +4%
Bank of America
3
Bank of America
North Carolina
$2.08B +$92.2M +987,707 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.48B -$128M -1,366,829 -9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.46B +$64M +685,757 +5%
BIT
6
BlackRock Institutional Trust
California
$1.31B -$6.37M -68,291 -0.5%
Morgan Stanley
7
Morgan Stanley
New York
$913M -$40.8M -437,354 -5%
BFA
8
BlackRock Fund Advisors
California
$880M +$3.96M +42,459 +0.5%
AllianceBernstein
9
AllianceBernstein
Tennessee
$808M -$32.8M -351,332 -4%
Invesco
10
Invesco
Georgia
$748M -$2.45M -26,261 -0.4%
Northern Trust
11
Northern Trust
Illinois
$720M -$1.93M -20,707 -0.3%
Wells Fargo
12
Wells Fargo
California
$676M -$16.1M -172,382 -3%
Polen Capital Management
13
Polen Capital Management
Florida
$593M +$118M +1,263,015 +28%
Capital International Investors
14
Capital International Investors
California
$581M +$7.15M +76,600 +1%
BG
15
BlackRock Group
United Kingdom
$566M -$18.9M -202,210 -4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$459M +$10M +107,307 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$447M -$14.1M -150,782 -3%
ClearBridge Investments
18
ClearBridge Investments
New York
$436M +$4.07M +43,645 +1%
CRC
19
Cedar Rock Capital
United Kingdom
$430M -$5.76M -61,740 -1%
State Farm Mutual Automobile Insurance
20
State Farm Mutual Automobile Insurance
Illinois
$426M +$17M +182,216 +5%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$406M +$159M +1,708,843 +64%
Fundsmith LLP
22
Fundsmith LLP
United Kingdom
$401M +$800K +8,577 +0.2%
Harris Associates
23
Harris Associates
Illinois
$379M -$2.36M -25,280 -0.7%
JHIU
24
Janus Henderson Investors US
Colorado
$371M -$39.7M -425,934 -11%
Norges Bank
25
Norges Bank
Norway
$339M -$4.33M -46,453 -1%

ADP Hedge Fund Activity: Q4 2016 in Review

1,203 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2016, worth a combined $36.5B — up 18% from $31B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new ADP positions and 58 closed out — a net gain of 110 holders — while 362 added to existing stakes and 488 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $167M. The largest seller was Wellington Management Group, cutting an estimated $128M.

  • 1,203 institutional investors held Automatic Data Processing (ADP) as of Q4 2016, up from 1,109 in Q3 2016.
  • Funds reported $36.5B of Automatic Data Processing stock for Q4 2016, up 18% quarter-over-quarter.
  • 168 funds opened new Automatic Data Processing positions in Q4 2016 and 58 closed out, a net change of +110 holders.
  • The largest Automatic Data Processing buyer in Q4 2016 was American Century Companies, an estimated $167M added.
  • The largest Automatic Data Processing seller in Q4 2016 was Wellington Management Group, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2016.