Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AUTOMATIC DATA PROCESSING IN (ADP)

2K + Investors. Track Smart Money conviction in ADP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — ADP

Based on 2209 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ADP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
2,209 hedge funds hold ADP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ADP is almost the same as a year ago (-7 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

952 buying1164 selling
Last quarter: 1,164 funds reduced or exited vs 952 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+118 vs last Q)

new funds entering per quarter
Funds opening a new ADP position: 186 → 162 → 108 → 226. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

75% of holders stayed for 2+ years

■ 75% conviction (2yr+) ■ 15% medium ■ 10% new
1,650 out of 2,209 hedge funds have held ADP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~226 new funds/quarter

233 → 186 → 162 → 108 → 226 new funds/Q
New funds entering each quarter: 186 → 162 → 108 → 226. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 10% 1-2yr ■ 16% new
Of 2,257 current holders: 1,667 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
44 of 2209 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in ADP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ADP

How many hedge funds hold ADP — quarterly history vs. share price
Quarterly hedge fund ownership of ADP vs. share price

Market Analysis: ADP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ADP

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

185 top-rated funds 26 high-conviction
Consensus
9.9
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: ADP
2026 Q1 Stats Unlock in 22 days 2K + Investors

Track Smart Money conviction in ADP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2257 2251 0.27%
13F Shares 333M 326M 2.16%
Total Value $83.70B $94.99B -11.89%
New Positions 227 112 +115
Increased Positions 790 872 -82
Closed Positions 219 189 +30
Reduced Positions 1018 970 +48
Total Calls 25 28 -10.71%
Total Puts 29 33 -12.12%
PUT/CALL Ratio 1.16 1.18 Neutral

Statistics: ADP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ADP. Verified SEC 13F-HR filings.

Top 25 institutional holders of ADP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tactive Advisors, LLC 5.13% 89,607 $18.2M
2 COERENTE CAPITAL MANAGEMENT 4.63% 122,480 $24.9M
3 Clark & Stuart, Inc 4.49% 32,583 $6.7M
4 R.H. Dinel Investment Counsel, Inc. 4.04% 24,600 $5.0M
5 WENDELL DAVID ASSOCIATES INC 3.82% 172,904 $35K
6 S.E.E.D. Planning Group LLC 3.13% 52,963 $10.8M
7 R.H. Investment Group, LLC 2.84% 18,309 $3.7M
8 Value Partners Investments Inc. 2.81% 181,280 $36.9M
9 Raub Brock Capital Management LP 2.74% 53,263 $10.8M
10 SPRING CAPITAL MANAGEMENT, LLC 2.37% 23,027 $4.7M
11 Hendershot Investments Inc. 2.31% 84,755 $17.2M
12 ROWLANDMILLER & PARTNERS.ADV 2.18% 53,021 $11K
13 Bath Savings Trust Co 2.14% 98,404 $20.0M
14 Boit C F David 2.02% 22,400 $4.6M
15 ROFFMAN MILLER ASSOCIATES INC /PA/ 1.96% 167,220 $34.0M
16 Essex Bank 1.92% 42,755 $8.7M
17 MONARCH CAPITAL MANAGEMENT INC 1.85% 36,937 $7.6M
18 LETSON INVESTMENT MANAGEMENT, INC. 1.79% 22,911 $4.7M
19 CARDEROCK CAPITAL MANAGEMENT INC 1.73% 34,373 $7.0M
20 Sentry LLC 1.72% 26,667 $5.4M
21 Baker Chad R 1.65% 42,955 $8.7M
22 Sawyer & Company, Inc 1.57% 20,034 $4.1M
23 Fairfield Financial Advisors, LTD 1.57% 22,381 $4.5M
24 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 1.52% 10,587 $2K
25 Ninety One North America, Inc. 1.49% 163,479 $33.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AUTOMATIC DATA PROCESSING IN (ADP)

What does the Smart Money Trend signal show for ADP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ADP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ADP?

More sellers than buyers — 45% buying: Last quarter: 1,164 funds reduced or exited vs 952 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ADP holders?

Elite ownership — 57% AUM from top-100 funds: 44 of 2209 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in ADP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ADP?

75% of holders stayed for 2+ years: 1,650 out of 2,209 hedge funds have held ADP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.