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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 %
RFM
301
Royal Fund Management
Florida
$37K – – –
AWM
302
AllSquare Wealth Management
New York
$33K +$2.59K +35 +9%
AssetMark Inc
303
AssetMark Inc
California
$32K -$13.2K -181 -29%
OIA
304
OneDigital Investment Advisors
Kansas
$29K – – –
OFS
305
Orrstown Financial Services
Pennsylvania
$27K +$6.29K +85 +30%
S
306
SignatureFD
Georgia
$25K +$25K +341 New
HNB
307
Huntington National Bank
Ohio
$22K -$22K -300 -50%
WOC
308
West Oak Capital
California
$20.4K -$3.7K -50 -15%
SPIA
309
Steward Partners Investment Advisory
New York
$20K – – –
TL
310
TrueWealth LLC
Georgia
$19K – – –
RCAG
311
Rehmann Capital Advisory Group
Michigan
$19K +$19K +259 New
ME
312
McIlrath & Eck
Washington
$18K – – –
CG
313
Cutler Group
California
$18K +$7.03K +100 +64%
AP
314
Advisors Preferred
Maryland
$16K -$1.19K -16 -7%
PCM
315
Prelude Capital Management
New York
$14K -$121K -1,614 -90%
OC
316
Oakworth Capital
Alabama
$13K – – –
CHP
317
Cable Hill Partners
Oregon
$11K – – –
SSB
318
Sandy Spring Bank
Maryland
$10K – – –
FPFS
319
First Personal Financial Services
North Carolina
$9K – – –
MWM
320
MinichMacGregor Wealth Management
New York
$7K – – –
IBOK
321
Independence Bank of Kentucky
Kentucky
$6K +$1.2K +15 +25%
GAM
322
Guinness Asset Management
United Kingdom
$5K – – –
IA
323
IFP Advisors
Florida
$5K – – –
VCM
324
Versant Capital Management
Arizona
$5K – – –
FMA
325
FNY Managed Accounts
New York
$4K -$1.83K -26 -31%
11 12
13
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