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Deluxe
DLX

Overview Fund Activity

347 hedge funds and large institutions have $3.47B invested in Deluxe in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 100 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+20
Holders Change %
+6.12%
% of All Funds
7.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
45
Increased
100
Reduced
132
Closed
23
Calls
$5.96M
Puts
$3M
Net Calls
+$2.96M
Net Calls Change
+$2.29M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$131M
2
NIPH
2
NN Investment Partners Holdings
Netherlands
$52.5M
3
EVM
3
Eaton Vance Management
Massachusetts
$52.9M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$55.7M
5
BlackRock
5
BlackRock
New York
$402M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$811K
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$2.24M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$255M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.8M
5
NFA
5
Nationwide Fund Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
MinichMacGregor Wealth Management
New York
$8K – – –
FMA
327
FNY Managed Accounts
New York
$6K -$18K -249 -75%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
IA
329
IFP Advisors
Florida
$5K -$26K -364 -84%
GAM
330
Guinness Asset Management
United Kingdom
$5K – – –
VCM
331
Versant Capital Management
Arizona
$5K – – –
GAM
332
Gemmer Asset Management
California
$4K – – –
RFA
333
Reilly Financial Advisors
California
$4K – – –
QCG
334
Quadrant Capital Group
Ohio
$4K – – –
BTIS
335
BB&T Investment Services
North Carolina
$4K +$1.72K +25 +76%
IBOK
336
Independence Bank of Kentucky
Kentucky
$4K +$4K +60 New
SPI
337
Santori & Peters Inc
Pennsylvania
$4K +$4K +64 New
TRCT
338
Tower Research Capital (TRC)
New York
$3K -$313K -4,386 -99%
GWM
339
Geneos Wealth Management
Colorado
$3K – – –
IWM
340
IHT Wealth Management
Illinois
$2K -$5.33K -72 -73%
FHA
341
First Horizon Advisors
Tennessee
$2K – – –
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$2K +$357 +5 +22%
CAW
343
Cornerstone Advisors (Washington)
Washington
$1K – – –
MOS
344
MGO One Seven
Ohio
$1K +$1K +17 New
PCG
345
Private Capital Group
Connecticut
$105 +$105 +1,362 New
Walleye Trading
346
Walleye Trading
New York
$82 -$469 -6,098 -85%
NFA
347
Nationwide Fund Advisors
Ohio
– -$9.13M -125,172 Closed
CWAM
348
Columbia Wanger Asset Management
Illinois
– -$7.96M -109,063 Closed
Renaissance Technologies
349
Renaissance Technologies
New York
– -$6.1M -83,600 Closed
EF
350
Empowered Funds
Pennsylvania
– -$1.91M -26,138 Closed
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