Question 1

Which hedge funds and institutional investors hold ADP?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for ADP shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for ADP whale holdings?

Accepted Answer

Conviction level reflects how significant ADP is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to ADP, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for ADP?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about ADP?

Accepted Answer

QoQ changes for ADP show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	19.3M	$4.0B	0.1%	$2896.4B
Capital Research	8.6M	$1.7B	0.3%	$644.6B
First Eagle	2.8M	$568.7M	1.0%	$59.0B
ClearBridge	2.4M	$485.5M	0.4%	$114.9B
Two Sigma	1.3M	$260.5M	0.2%	$123.9B
Geode Capital	1.3M	$255.8M	0.0%	$1607.5B
WorldQuant	1.0M	$210.3M	0.8%	$25.9B
Millennium	689.5K	$140.1M	0.1%	$240.3B
Renaissance Tech	646.8K	$131.4M	0.2%	$63.9B
Giverny Capital	419.1K	$85.2M	3.1%	$2.7B
Citadel	386.8K	$78.6M	0.0%	$618.5B
Adage Capital	350.7K	$71.3M	0.1%	$64.8B
Arrowstreet	287.7K	$58.5M	0.0%	$184.8B
Epoch	277.2K	$56.3M	0.3%	$16.5B
Citadel	229.7K	$46.7M	0.0%	$618.5B
American Century	223.7K	$45.5M	0.0%	$194.3B
Tudor	168.4K	$34.2M	0.1%	$53.9B
Gotham Asset	165.7K	$33.7M	0.1%	$32.7B
DFA	165.4K	$33.6M	0.0%	$481.4B
Citadel	154.0K	$31.3M	0.0%	$618.5B
Millennium	127.6K	$25.9M	0.0%	$240.3B
Marshall Wace	123.3K	$25.1M	0.0%	$100.4B
Millennium	83.6K	$17.0M	0.0%	$240.3B
Wellington	78.6K	$16.0M	0.0%	$535.5B
Northern Trust	61.5K	$12.5M	0.0%	$756.6B
BlackRock	60.5K	$12.3M	0.0%	$5723.5B
Point72	56.7K	$11.5M	0.0%	$78.1B
Point72	46.9K	$9.5M	0.0%	$78.1B
Tudor	37.4K	$7.6M	0.0%	$53.9B
Man Group	36.7K	$7.5M	0.0%	$55.1B
Schonfeld	27.9K	$5.7M	0.0%	$14.2B
Neuberger Berman (Eisman)	27.8K	$5.6M	0.0%	$131.4B
DE Shaw	26.3K	$5.3M	0.0%	$166.3B
Winton	22.0K	$4.5M	0.2%	$2.9B
DE Shaw	20.0K	$4.1M	0.0%	$166.3B
Caxton	14.3K	$2.9M	0.1%	$4.4B
Balyasny	12.0K	$2.4M	0.0%	$77.1B
Balyasny	7.6K	$1.5M	0.0%	$77.1B
Point72	7.4K	$1.5M	0.0%	$78.1B
Tudor	6.4K	$1.3M	0.0%	$53.9B
AQR Capital	5.6K	$1.1M	0.0%	$218.4B
Gabelli	5.2K	$1.1M	0.0%	$14.8B
Brevan Howard	4.8K	$977K	0.0%	$11.3B
Fisher Investments	2.8K	$566K	0.0%	$294.9B
Kayne Anderson	2.8K	$565K	0.0%	$34.0B
Fidelity (FMR)	2.2K	$449K	—	$1898.4B
Two Sigma	2.0K	$406K	0.0%	$123.9B
Two Sigma	1.0K	$203K	0.0%	$123.9B
Franklin Templeton	742	$151K	—	$408.3B
Acadian	208.7K	$42K	0.1%	$70.5M
Marshall Wace	100	$20K	—	$100.4B
Invesco	37	$8K	—	$653.3B

ADP

Who Holds ADP