Deluxe
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.
0.37% more ownership
Funds ownership: 89.18% → 89.55% (+0.37%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $1.7B → $1.59B (-$115M)
8% less funds holding
Funds holding: 281 → 259 (-22)
21% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 104
38% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 45
44% less call options, than puts
Call options by funds: $2.11M | Put options by funds: $3.79M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$21.6M |
| 2 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$11.1M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$10.6M |
| 4 |
JP Morgan Chase
New York
|
+$10.1M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$9.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.4M |
| 2 |
Morgan Stanley
New York
|
-$9.56M |
| 3 |
BlackRock
New York
|
-$9.29M |
| 4 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$8.71M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.89M |
DLX Hedge Fund Activity: Q2 2019 in Review
259 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2019, worth a combined $1.59B — down 6.8% from $1.7B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of DLX and 28 opened new positions — a net loss of 17 holders — while 104 trimmed existing stakes and 82 added.
The largest buyer was Brown Advisory, adding an estimated $21.6M. The largest seller was Fidelity Investments, cutting an estimated $28.4M.
- 259 institutional investors held Deluxe (DLX) as of Q2 2019, down from 281 in Q1 2019.
- Funds reported $1.59B of Deluxe stock for Q2 2019, down 6.8% quarter-over-quarter.
- 28 funds opened new Deluxe positions in Q2 2019 and 45 closed out, a net change of -17 holders.
- The largest Deluxe buyer in Q2 2019 was Brown Advisory, an estimated $21.6M added.
- The largest Deluxe seller in Q2 2019 was Fidelity Investments, an estimated $28.4M sold.
Based on aggregated 13F filings for Q2 2019.