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Deluxe
DLX

Overview Fund Activity

259 hedge funds and large institutions have $1.59B invested in Deluxe in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 104 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
-22
Holders Change %
-7.83%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
82
Reduced
104
Closed
45
Calls
$2.11M
Puts
$3.79M
Net Calls
-$1.68M
Net Calls Change
-$2.19M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$27.7M
2
RCAMU
2
Rothschild & Co Asset Management US
Connecticut
$32.3M
3
Skandinaviska Enskilda Banken (SEB)
3
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.9M
5
Creative Planning
5
Creative Planning
Kansas
$9.55M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$69K
2
Morgan Stanley
2
Morgan Stanley
New York
$10.8M
3
BlackRock
3
BlackRock
New York
$216M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.06M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$65K -$18.9K -466 -23%
Point72 Asset Management
227
Point72 Asset Management
Connecticut
$65K +$65K +1,600 New
TC
228
Truvestments Capital
Florida
$59K +$59K +1,450 New
KCPG
229
Kavar Capital Partners Group
Kansas
$41K +$41K +1,000 New
ST
230
Smithfield Trust
Pennsylvania
$37K – – –
AOWM
231
Alpha Omega Wealth Management
Virginia
$31K – – –
LC
232
Lindbrook Capital
California
$27K – – –
NFG
233
Next Financial Group
Texas
$22K – – –
THWM
234
Taylor Hoffman Wealth Management
Virginia
$22K – – –
RFM
235
Royal Fund Management
Florida
$20K – – –
LTFS
236
Ladenburg Thalmann Financial Services
Florida
$18K -$6.32K -153 -26%
AssetMark Inc
237
AssetMark Inc
California
$14K – – –
HNB
238
Huntington National Bank
Ohio
$12K – – –
WOC
239
West Oak Capital
California
$11K – – –
SPIA
240
Steward Partners Investment Advisory
New York
$11K +$11K +281 New
TL
241
TrueWealth LLC
Georgia
$10K -$28.2K -704 -74%
GAM
242
Guinness Asset Management
United Kingdom
$10K – – –
ASN
243
Advisory Services Network
Georgia
$10K +$10K +245 New
AF
244
Advisornet Financial
Minnesota
$7K – – –
OFS
245
Orrstown Financial Services
Pennsylvania
$7K – – –
SSB
246
Sandy Spring Bank
Maryland
$5K – – –
PA
247
Parallel Advisors
California
$5K – – –
RCAG
248
Rehmann Capital Advisory Group
Michigan
$3.28K – – –
GWM
249
Geneos Wealth Management
Colorado
$2K – – –
FCH
250
Freestone Capital Holdings
Washington
$1.77K -$8.39K -206,393 -83%
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