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Deluxe
DLX

Overview Fund Activity

338 hedge funds and large institutions have $3.43B invested in Deluxe in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 145 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-9
Holders Change %
-2.59%
% of All Funds
7.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
34
Increased
93
Reduced
145
Closed
39
Calls
$1.9M
Puts
$2.86M
Net Calls
-$954K
Net Calls Change
-$3.91M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$108M
2
Invesco
Invesco
Georgia
$50.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$277M
4
SCP
Seizert Capital Partners
Michigan
$24.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$150M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$79.2M
3
Allianz Asset Management
Allianz Asset Management
Germany
$38M
4
Ameriprise
Ameriprise
Minnesota
$48M
5
OAM
Origin Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
251
Advisor Group
Arizona
$297K -$21.7K -293 -7%
GI
252
GAMCO Investors
Connecticut
$296K – – –
CC
253
Chicago Capital
Illinois
$296K +$296K +4,000 New
WS
254
Wedbush Securities
California
$286K +$24.1K +325 +9%
KA
255
Kaizen Advisory
Illinois
$286K +$286K +3,861 New
RCM
256
Riverhead Capital Management
Delaware
$284K – – –
JPMPWA
257
J.P. Morgan Private Wealth Advisors
California
$284K +$284K +3,841 New
GT
258
Glenmede Trust
Pennsylvania
$283K – – –
N
259
Natixis
France
$277K -$15.5K -210 -5%
ECM
260
ETrade Capital Management
Virginia
$269K -$7.69K -104 -3%
SCM
261
Shelton Capital Management
Colorado
$268K – – –
CB
262
Commerce Bank
Missouri
$266K -$55.4K -750 -17%
MYIA
263
Mount Yale Investment Advisors
Colorado
$264K +$264K +3,570 New
FA
264
FCG Advisors
New Jersey
$259K -$7.39K -100 -3%
GLA
265
Great Lakes Advisors
Illinois
$257K -$840K -11,358 -77%
ST
266
Smithfield Trust
Pennsylvania
$257K +$3.84K +52 +2%
FCM
267
Flinton Capital Management
Pennsylvania
$251K – – –
BTS
268
BB&T Securities
Virginia
$251K +$11K +149 +5%
NVCHI
269
New Vernon Capital Holdings II
New Jersey
$237K +$237K +3,196 New
ALIONA
270
Allianz Life Insurance of North America
Minnesota
$237K +$237K +3,209 New
ZIM
271
Zacks Investment Management
Illinois
$235K – – –
Zurich Cantonal Bank
272
Zurich Cantonal Bank
Switzerland
$232K – – –
AMIM
273
Aull & Monroe Investment Management
Alabama
$228K – – –
LA
274
Lucus Advisors
New York
$224K +$224K +3,022 New
CPH
275
C Partners Holding
Switzerland
$222K -$56.9K -768 -20%
9 10
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