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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 %
RFA
326
Reilly Financial Advisors
California
$4K – – –
GAM
327
Gemmer Asset Management
California
$3K – – –
QCG
328
Quadrant Capital Group
Ohio
$3K – – –
GWM
329
Geneos Wealth Management
Colorado
$3K – – –
PA
330
Parallel Advisors
California
$2K -$12.7K -210 -86%
WAM
331
Wealthspire Advisors (Maryland)
Maryland
$2K -$435 -5 -18%
FHA
332
First Horizon Advisors
Tennessee
$2K – – –
IWM
333
IHT Wealth Management
Illinois
$2K – – –
APP
334
Avantax Planning Partners
Iowa
$2K +$2K +21 New
MOS
335
MGO One Seven
Ohio
$1K – – –
CAW
336
Cornerstone Advisors (Washington)
Washington
$1K – – –
FCAG
337
First Capital Advisors Group
New Jersey
$1K +$1K +9 New
ASN
338
Advisory Services Network
Georgia
$1K +$1K +15 New
OAM
339
Origin Asset Management
United Kingdom
– -$8.87M -115,447 Closed
MWNA
340
Marshall Wace North America
New York
– -$7.04M -91,581 Closed
WC
341
Walthausen & Co
New York
– -$6.8M -88,482 Closed
CCMG
342
Clark Capital Management Group
Pennsylvania
– -$2.24M -29,102 Closed
Susquehanna International Group
343
Susquehanna International Group
Pennsylvania
– -$1.84M -23,963 Closed
Assenagon Asset Management
344
Assenagon Asset Management
Luxembourg
– -$1.23M -16,020 Closed
PP
345
Paloma Partners
Connecticut
– -$947K -12,322 Closed
TIAAOA
346
Teachers Insurance & Annuity Association of America
New York
– -$870K -11,328 Closed
Nuveen Asset Management
347
Nuveen Asset Management
Illinois
– -$836K -10,882 Closed
Mackenzie Financial
348
Mackenzie Financial
Ontario, Canada
– -$743K -9,667 Closed
Janney Montgomery Scott
349
Janney Montgomery Scott
Pennsylvania
– -$644K -8,382 Closed
Jane Street
350
Jane Street
New York
– -$548K -7,138 Closed
12 13
14
15 16