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Deluxe
DLX

Overview Fund Activity

347 hedge funds and large institutions have $3.2B invested in Deluxe in 2016 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+14
Holders Change %
+4.2%
% of All Funds
8.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
43
Increased
130
Reduced
123
Closed
26
Calls
$2.45M
Puts
$2.08M
Net Calls
+$362K
Net Calls Change
+$157K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28.5M
2
BFA
BlackRock Fund Advisors
California
+$20.6M
3
Wells Fargo
Wells Fargo
California
+$15.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$11.9M
5
Lazard Asset Management
Lazard Asset Management
New York
+$9.03M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.5M
2
MPAM
Monarch Partners Asset Management
Massachusetts
-$21.2M
3
American Century Companies
American Century Companies
Missouri
-$9.93M
4
PI
Putnam Investments
Massachusetts
-$9.45M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
MinichMacGregor Wealth Management
New York
$7K – – –
WA
327
WFG Advisors
Texas
$7K – – –
LNB
328
Ledyard National Bank
$7K – – –
HCM
329
Herndon Capital Management
Georgia
$7K – – –
VCM
330
Versant Capital Management
Arizona
$7K – – –
FAN
331
Financial Advisors Network
California
$6.59K +$6.59K +91 New
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
GAM
333
Guinness Asset Management
United Kingdom
$5K +$5K +70 New
PMFA
334
Plante Moran Financial Advisors
Michigan
$4K +$1.02K +14 +34%
RFA
335
Reilly Financial Advisors
California
$4K +$4K +50 New
PIA
336
Piedmont Investment Advisors
North Carolina
$3.29K – – –
MFW
337
Mosaic Family Wealth
Missouri
$3K -$400 -6 -12%
GWM
338
Geneos Wealth Management
Colorado
$3K – – –
GAM
339
Gemmer Asset Management
California
$3K – – –
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +39 New
FHA
341
First Horizon Advisors
Tennessee
$2K – – –
OFW
342
Omnia Family Wealth
Florida
$2K +$2K +32 New
PA
343
Parallel Advisors
California
$2K +$2K +33 New
QCG
344
Quadrant Capital Group
Ohio
$1K – – –
CAW
345
Cornerstone Advisors (Washington)
Washington
$1K – – –
WAM
346
Wealthspire Advisors (Maryland)
Maryland
$1K +$667 +8 +200%
TCOV
347
Trust Company of Vermont
Vermont
$1K +$1K +10 New
TSW
348
Thompson Siegel & Walmsley
Virginia
$1K +$1K +14 New
WRF
349
Waddell & Reed Financial
Kansas
– -$6.63M -99,252 Closed
BA
350
Boston Advisors
Massachusetts
– -$6.58M -98,496 Closed
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