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Deluxe
DLX

Overview Fund Activity

263 hedge funds and large institutions have $1.91B invested in Deluxe in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
36
Increased
64
Reduced
120
Closed
31
Calls
$1.5M
Puts
$4.33M
Net Calls
-$2.83M
Net Calls Change
-$1.15M

Top Buyers

1
DGI
Disciplined Growth Investors
Minnesota
$62.4M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$17.8M
3
AQR Capital Management
AQR Capital Management
Connecticut
$56.3M
4
Prudential Financial
Prudential Financial
New Jersey
$38M
5
Goldman Sachs
Goldman Sachs
New York
$36.7M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$45.6M
2
Millennium Management
Millennium Management
New York
$3.34M
3
BlackRock
BlackRock
New York
$249M
4
Wells Fargo
Wells Fargo
California
$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
226
Advisors Asset Management
Colorado
$62K -$86.9K -1,765 -58%
DA
227
Denali Advisors
California
$59K +$59K +1,200 New
ST
228
Smithfield Trust
Pennsylvania
$44K – – –
CSS
229
Cubist Systematic Strategies
Connecticut
$37K -$2.67M -54,790 -99%
NSIM
230
North Star Investment Management
Illinois
$34K +$34K +700 New
LC
231
Lindbrook Capital
California
$33K – – –
NFG
232
Next Financial Group
Texas
$27K – – –
AF
233
Advisornet Financial
Minnesota
$27K +$18.9K +379 +234%
THWM
234
Taylor Hoffman Wealth Management
Virginia
$26K – – –
RFM
235
Royal Fund Management
Florida
$25K – – –
IA
236
IFP Advisors
Florida
$25K +$25K +500 New
LTFS
237
Ladenburg Thalmann Financial Services
Florida
$20K -$1.22K -25 -6%
AssetMark Inc
238
AssetMark Inc
California
$17K – – –
HNB
239
Huntington National Bank
Ohio
$15K – – –
WOC
240
West Oak Capital
California
$14K – – –
SO
241
STRS Ohio
Ohio
$14K +$14K +300 New
SPIA
242
Steward Partners Investment Advisory
New York
$13K – – –
JWA
243
JFS Wealth Advisors
Pennsylvania
$13K +$13K +267 New
TL
244
TrueWealth LLC
Georgia
$12K – – –
GAM
245
Guinness Asset Management
United Kingdom
$12K – – –
PCG
246
Private Capital Group
Connecticut
$11K -$58.8K -1,154 -84%
ASN
247
Advisory Services Network
Georgia
$10K – – –
PA
248
Parallel Advisors
California
$7K +$829 +18 +13%
SSB
249
Sandy Spring Bank
Maryland
$6K – – –
OFS
250
Orrstown Financial Services
Pennsylvania
$5K -$2.86K -60 -36%
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