DLX icon

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 %
OC
301
Oakworth Capital
Alabama
$13K – – –
CHP
302
Cable Hill Partners
Oregon
$11K – – –
WCBA
303
Weaver C. Barksdale & Associates
Tennessee
$11K +$382 +5 +4%
CG
304
Cutler Group
California
$11K +$1.69K +24 +18%
JIM
305
Jupiter Investment Management
United Kingdom
$10K – – –
FPFS
306
First Personal Financial Services
North Carolina
$9K – – –
SSB
307
Sandy Spring Bank
Maryland
$9K – – –
PFC
308
Phocas Financial Corp
California
$8K -$5.77K -83,246 -42%
IWM
309
IHT Wealth Management
Illinois
$7K -$6.15K -87 -47%
MWM
310
MinichMacGregor Wealth Management
New York
$7K – – –
TF
311
Tompkins Financial
New York
$7K +$7K +100 New
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
IP
313
Isthmus Partners
Wisconsin
$6K +$6K +77 New
Parallax Volatility Advisers
314
Parallax Volatility Advisers
California
$6K +$6K +84 New
VCM
315
Versant Capital Management
Arizona
$5K -$1.6K -24 -24%
GAM
316
Guinness Asset Management
United Kingdom
$5K – – –
RFA
317
Reilly Financial Advisors
California
$4K – – –
GAM
318
Gemmer Asset Management
California
$3K – – –
QCG
319
Quadrant Capital Group
Ohio
$3K – – –
GWM
320
Geneos Wealth Management
Colorado
$3K – – –
FHA
321
First Horizon Advisors
Tennessee
$2K – – –
WAM
322
Wealthspire Advisors (Maryland)
Maryland
$2K +$957 +11 +92%
BTIS
323
BB&T Investment Services
North Carolina
$2K +$909 +15 +83%
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +26 New
CAW
325
Cornerstone Advisors (Washington)
Washington
$1K – – –
11 12
13
14 15