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Automatic Data Processing

1,338 hedge funds and large institutions have $40.9B invested in Automatic Data Processing in 2017 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 381 increasing their positions, 538 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 62

195% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $356M

10% more funds holding

Funds holding: 1,2201,338 (+118)

6% more capital invested

Capital invested by funds: $38.6B → $40.9B (+$2.32B)

2% more funds holding in top 10

Funds holding in top 10: 6162 (+1)

0.72% less ownership

Funds ownership: 79.53%78.81% (-0.72%)

29% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 538

Holders
1,338
Holders Change
+118
Holders Change %
+9.67%
% of All Funds
30.35%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.41%
New
190
Increased
381
Reduced
538
Closed
62
Calls
$1.05B
Puts
$356M
Net Calls
+$695M
Net Calls Change
+$199M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.21B +$73.4M +642,039 +2%
BlackRock
2
BlackRock
New York
$3.36B -$189M -1,651,545 -5%
Bank of America
3
Bank of America
North Carolina
$2.72B -$373M -3,259,859 -12%
State Street
4
State Street
Massachusetts
$2.26B +$2.08M +18,178 +0.1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.24B -$38.4M -335,861 -3%
Wells Fargo
6
Wells Fargo
California
$1.11B +$22M +192,363 +2%
PSCM
7
Pershing Square Capital Management
New York
$1.03B
Polen Capital Management
8
Polen Capital Management
Florida
$810M +$11.7M +102,031 +1%
Invesco
9
Invesco
Georgia
$810M +$8.39M +73,349 +1%
Morgan Stanley
10
Morgan Stanley
New York
$789M -$145M -1,263,888 -16%
Northern Trust
11
Northern Trust
Illinois
$789M -$20.2M -176,807 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$706M +$22.9M +200,174 +3%
Fundsmith LLP
13
Fundsmith LLP
United Kingdom
$647M -$3.44M -30,045 -0.5%
AllianceBernstein
14
AllianceBernstein
Tennessee
$641M -$54.5M -476,216 -8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$610M +$11.8M +103,129 +2%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$599M +$59M +516,332 +11%
State Farm Mutual Automobile Insurance
17
State Farm Mutual Automobile Insurance
Illinois
$486M
Citigroup
18
Citigroup
New York
$469M +$325M +2,844,200 +246%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$468M +$137M +1,199,402 +43%
CRC
20
Cedar Rock Capital
United Kingdom
$454M -$4.17M -36,498 -0.9%
Norges Bank
21
Norges Bank
Norway
$421M +$8.02M +70,102 +2%
Harris Associates
22
Harris Associates
Illinois
$412M +$22.9M +200,280 +6%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$333M -$83M -726,229 -20%
JP Morgan Chase
24
JP Morgan Chase
New York
$332M +$33.8M +295,412 +12%
Goldman Sachs
25
Goldman Sachs
New York
$329M +$19.2M +167,497 +6%

ADP Hedge Fund Activity: Q4 2017 in Review

1,338 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2017, worth a combined $40.9B — up 6% from $38.6B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new ADP positions and 62 closed out — a net gain of 128 holders — while 381 added to existing stakes and 538 trimmed.

The largest buyer was Citigroup, adding an estimated $325M. The largest seller was Senator Investment Group, exiting entirely with an estimated $383M sold.

  • 1,338 institutional investors held Automatic Data Processing (ADP) as of Q4 2017, up from 1,220 in Q3 2017.
  • Funds reported $40.9B of Automatic Data Processing stock for Q4 2017, up 6% quarter-over-quarter.
  • 190 funds opened new Automatic Data Processing positions in Q4 2017 and 62 closed out, a net change of +128 holders.
  • The largest Automatic Data Processing buyer in Q4 2017 was Citigroup, an estimated $325M added.
  • The largest Automatic Data Processing seller in Q4 2017 was Senator Investment Group, an estimated $383M sold.

Based on aggregated 13F filings for Q4 2017.