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Deluxe
DLX

Overview Fund Activity

327 hedge funds and large institutions have $3.3B invested in Deluxe in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 126 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-3
Holders Change %
-0.91%
% of All Funds
8.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
26
Increased
126
Reduced
112
Closed
25
Calls
$2.59M
Puts
$1.92M
Net Calls
+$672K
Net Calls Change
-$1.95M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$100M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$159M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$26.6M
4
FL
4
Fort LP
Maryland
$8.82M
5
CWAM
5
Columbia Wanger Asset Management
Illinois
$7.96M

Top Sellers

1
JIR
1
James Investment Research
Ohio
$28.1M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$49.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$45M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$95.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
276
Bradley Foster & Sargent
Connecticut
$202K +$202K +2,770 New
FCM
277
Flinton Capital Management
Pennsylvania
$191K +$22.1K +304 +13%
WAM
278
Wolverine Asset Management
Illinois
$179K +$179K +2,466 New
AG
279
Advisor Group
Arizona
$177K +$3.13K +43 +2%
Zurich Cantonal Bank
280
Zurich Cantonal Bank
Switzerland
$176K – – –
Bessemer Group
281
Bessemer Group
New Jersey
$169K +$64.3K +883 +61%
Envestnet Asset Management
282
Envestnet Asset Management
Illinois
$135K -$34.3K -469 -20%
LTFS
283
Ladenburg Thalmann Financial Services
Florida
$127K +$56K +764 +79%
AP
284
Advisors Preferred
Maryland
$63K +$63K +860 New
NSIM
285
North Star Investment Management
Illinois
$51K – – –
PCM
286
Prelude Capital Management
New York
$51K +$51K +700 New
DVM
287
Dreman Value Management
Florida
$48K – – –
HNB
288
Huntington National Bank
Ohio
$43K – – –
AssetMark Inc
289
AssetMark Inc
California
$39K -$12.6K -174 -24%
RFM
290
Royal Fund Management
Florida
$37K – – –
IA
291
IFP Advisors
Florida
$32K – – –
AWM
292
AllSquare Wealth Management
New York
$31K +$31K +430 New
OIA
293
OneDigital Investment Advisors
Kansas
$29K – – –
FMA
294
FNY Managed Accounts
New York
$24K +$24K +332 New
WOC
295
West Oak Capital
California
$23.7K – – –
GBT
296
Grove Bank & Trust
Florida
$20K -$3.7K -50 -16%
OFS
297
Orrstown Financial Services
Pennsylvania
$20K – – –
OFW
298
Omnia Family Wealth
Florida
$17K +$14.6K +195 +609%
PA
299
Parallel Advisors
California
$17K +$14.7K +210 +636%
AIL
300
AGF Investments LLC
Ontario, Canada
$16K – – –
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