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Deluxe
DLX

Overview Fund Activity

274 hedge funds and large institutions have $2.01B invested in Deluxe in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+11
Holders Change %
+4.18%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
86
Reduced
107
Closed
15
Calls
$1.4M
Puts
$2.98M
Net Calls
-$1.58M
Net Calls Change
+$1.25M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$64.7M
2
RI
Redwood Investments
Massachusetts
$16.2M
3
ICOM
Investment Counselors of Maryland
Maryland
$15.6M
4
Man Group
Man Group
United Kingdom
$24M
5
Citadel Advisors
Citadel Advisors
Florida
$10.7M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$7.22M
2
Vanguard Group
Vanguard Group
Pennsylvania
$192M
3
DZ Bank
DZ Bank
Germany
$4.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$130K
5
Goldman Sachs
Goldman Sachs
New York
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
251
JFS Wealth Advisors
Pennsylvania
$13K +$97 +2 +0.7%
TL
252
TrueWealth LLC
Georgia
$12K – – –
BB
253
Busey Bank
Illinois
$12K +$12K +240 New
IA
254
IFP Advisors
Florida
$10K -$15K -300 -60%
PCG
255
Private Capital Group
Connecticut
$10K – – –
PA
256
Parallel Advisors
California
$8K +$630 +13 +9%
KPW
257
Kore Private Wealth
New York
$8K +$8K +153 New
AAM
258
Advisors Asset Management
Colorado
$7K -$59.3K -1,126 -89%
FHA
259
First Horizon Advisors
Tennessee
$7K +$6.12K +118 +694%
AF
260
Advisornet Financial
Minnesota
$6K -$19.6K -414 -77%
SSB
261
Sandy Spring Bank
Maryland
$6K – – –
HNB
262
Huntington National Bank
Ohio
$5K -$10K -200 -67%
SFS
263
Sowell Financial Services
Arkansas
$2K -$1.13K -17 -36%
GT
264
Glenmede Trust
Pennsylvania
$2K – – –
BCA
265
Berman Capital Advisors
Georgia
$2K – – –
GWM
266
Geneos Wealth Management
Colorado
$2K – – –
EFSCE
267
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
HGWM
268
Harvest Group Wealth Management
Massachusetts
$2K – – –
OPS
269
Orion Portfolio Solutions
Nebraska
$2K +$2K +45 New
FCH
270
Freestone Capital Holdings
Washington
$1.51K -$114 -2,291 -7%
ASN
271
Advisory Services Network
Georgia
$1K -$14.3K -229 -93%
CAW
272
Cornerstone Advisors (Washington)
Washington
$1K – – –
Fidelity International
273
Fidelity International
Bermuda
$1K +$692 +9 +225%
Barrow, Hanley, Mewhinney & Strauss
274
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$4.29M -87,182 Closed
SRAM
275
Stone Ridge Asset Management
New York
– -$1.88M -38,151 Closed
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