Deluxe
DLX
209 hedge funds and large institutions have $867M invested in Deluxe in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 24 closing their positions.
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
28% more call options, than puts
Call options by funds: $2.82M | Put options by funds: $2.21M
18% more capital invested
Capital invested by funds: $736M → $867M (+$131M)
4% more funds holding
Funds holding: 201 → 209 (+8)
1.26% more ownership
Funds ownership: 85.4% → 86.66% (+1.3%)
8% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.93M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.81M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$2.54M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.23M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$4.23M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$3.76M |
| 3 |
Bank of New York Mellon
New York
|
-$3.19M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$3.02M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Simplex Trading
Chicago,
Illinois
| – | -$7.47K | -348 | Closed |
|
|
HIA
227
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$1.95K | -100 | Closed |
|
|
CPA
228
Capital Performance Advisors
Walnut Creek,
California
| – | -$1.72K | -88 | Closed |
|
229
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$604 | -31 | Closed |
|
|
MCM
230
Manchester Capital Management
Manchester,
Vermont
| – | -$195 | -10 | Closed |
|
|
MFG
231
Mendota Financial Group
Madison,
Wisconsin
| – | -$117 | -6 | Closed |
|
|
HT
232
Headlands Technologies
Chicago,
Illinois
| – | -$19 | -1 | Closed |
|
|
TWD
233
True Wealth Design
Akron,
Ohio
| – | -$20 | -1 | Closed |
|
DLX Hedge Fund Activity: Q4 2024 in Review
209 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2024, worth a combined $867M — up 18% from $736M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DLX positions and 24 closed out — a net gain of 9 holders — while 71 added to existing stakes and 66 trimmed.
The largest buyer was UBS Group, adding an estimated $4.93M. The largest seller was LSV Asset Management, cutting an estimated $4.23M.
- 209 institutional investors held Deluxe (DLX) as of Q4 2024, up from 201 in Q3 2024.
- Funds reported $867M of Deluxe stock for Q4 2024, up 18% quarter-over-quarter.
- 33 funds opened new Deluxe positions in Q4 2024 and 24 closed out, a net change of +9 holders.
- The largest Deluxe buyer in Q4 2024 was UBS Group, an estimated $4.93M added.
- The largest Deluxe seller in Q4 2024 was LSV Asset Management, an estimated $4.23M sold.
Based on aggregated 13F filings for Q4 2024.