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Deluxe
DLX

Overview Fund Activity

343 hedge funds and large institutions have $2.97B invested in Deluxe in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 115 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+5
Holders Change %
+1.48%
% of All Funds
7.86%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
43
Increased
115
Reduced
118
Closed
34
Calls
$1.44M
Puts
$1.93M
Net Calls
-$497K
Net Calls Change
+$457K

Top Buyers

1
BlackRock
BlackRock
New York
$389M
2
Morgan Stanley
Morgan Stanley
New York
$49.7M
3
Wells Fargo
Wells Fargo
California
$74.6M
4
Goldman Sachs
Goldman Sachs
New York
$34.5M
5
Bank of America
Bank of America
North Carolina
$18.4M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$34.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$209M
3
CRCP
Copper Rock Capital Partners
Massachusetts
$0
4
EAM
Eagle Asset Management
Florida
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
MinichMacGregor Wealth Management
New York
$7K – – –
IBOK
327
Independence Bank of Kentucky
Kentucky
$6K – – –
Simplex Trading
328
Simplex Trading
Illinois
$6K +$6K +97 New
GAM
329
Guinness Asset Management
United Kingdom
$5K – – –
VCM
330
Versant Capital Management
Arizona
$4K – – –
QCG
331
Quadrant Capital Group
Ohio
$3K – – –
RFA
332
Reilly Financial Advisors
California
$3K – – –
GAM
333
Gemmer Asset Management
California
$3K – – –
GWM
334
Geneos Wealth Management
Colorado
$3K – – –
AIS
335
Accurate Investment Solutions
Pennsylvania
$3K +$3K +40 New
FIA
336
FNY Investment Advisers
New York
$3K +$3K +57 New
WAM
337
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
FHA
338
First Horizon Advisors
Tennessee
$1K -$938 -15 -48%
ASN
339
Advisory Services Network
Georgia
$1K – – –
CAW
340
Cornerstone Advisors (Washington)
Washington
$1K – – –
GWS
341
Glassman Wealth Services
Virginia
$1K +$1K +19 New
AIL
342
AGF Investments LLC
Ontario, Canada
$23 +$23 +343 New
CRCP
343
Copper Rock Capital Partners
Massachusetts
– -$34.9M -471,295 Closed
EAM
344
Eagle Asset Management
Florida
– -$24.8M -335,102 Closed
FPC
345
Falcon Point Capital
California
– -$13.7M -184,428 Closed
NC
346
Nicholas Company
Wisconsin
– -$5.26M -71,040 Closed
AWCI
347
Alpine Woods Capital Investors
New York
– -$2.8M -37,800 Closed
OCG
348
Opus Capital Group
Ohio
– -$1.91M -25,754 Closed
AIM
349
Alambic Investment Management
California
– -$1.9M -25,713 Closed
Squarepoint
350
Squarepoint
New York
– -$1.12M -15,101 Closed
12 13
14
15 16