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198 hedge funds and large institutions have $1.1B invested in Deluxe in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $1.53M

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $976M → $1.1B (+$124M)

5% more funds holding

Funds holding: 189198 (+9)

0.63% less ownership

Funds ownership: 90.77%90.14% (-0.63%)

22% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 77

Holders
198
Holders Change
+9
Holders Change %
+4.76%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
60
Reduced
77
Closed
21
Calls
$2.2M
Puts
$1.53M
Net Calls
+$668K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$9.16M +$3.62M +140,444 +81%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$8.24M -$2.14M -82,792 -23%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$7.76M -$485K -18,822 -7%
PAIM
29
Punch & Associates Investment Management
Minnesota
$7.23M -$191K -7,408 -3%
AQR Capital Management
30
AQR Capital Management
Connecticut
$7.16M -$13.1M -509,849 -67%
VRS
31
Virginia Retirement Systems
Virginia
$7.1M -$230K -8,900 -4%
Franklin Resources
32
Franklin Resources
California
$6.72M +$34.9K +1,354 +0.6%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$5.9M +$878K +34,051 +20%
Goldman Sachs
34
Goldman Sachs
New York
$5.63M -$7.17M -277,987 -59%
N
35
Nuveen
North Carolina
$5.58M -$490K -18,984 -9%
Ameriprise
36
Ameriprise
Minnesota
$5.33M -$546K -21,186 -10%
AAM
37
Advisors Asset Management
Colorado
$5.17M +$2.1M +81,277 +85%
Invesco
38
Invesco
Georgia
$5.04M +$169K +6,536 +4%
Bank of America
39
Bank of America
North Carolina
$4.99M -$649K -25,165 -13%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.96M +$1.39M +53,742 +46%
Creative Planning
41
Creative Planning
Kansas
$4.93M -$204K -7,925 -4%
Axa
42
Axa
France
$4.84M
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$4.5M +$167K +6,490 +4%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.36M -$202K -7,851 -5%
SDIC
45
South Dakota Investment Council
South Dakota
$4.23M
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$4.22M +$3.73M +144,658 New
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$4.16M -$6.93M -268,814 -65%
WC
48
Walthausen & Co
New York
$4.04M -$455K -17,660 -11%
Citadel Advisors
49
Citadel Advisors
Florida
$3.55M +$2.12M +82,275 +209%
PPA
50
Parametric Portfolio Associates
Washington
$3.34M +$21.3K +826 +0.7%

DLX Hedge Fund Activity: Q4 2020 in Review

198 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2020, worth a combined $1.1B — up 13% from $976M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DLX positions and 21 closed out — a net gain of 9 holders — while 60 added to existing stakes and 77 trimmed.

The largest buyer was American Century Companies, adding an estimated $16.7M. The largest seller was State of Michigan Retirement System, exiting entirely with an estimated $22.5M sold.

  • 198 institutional investors held Deluxe (DLX) as of Q4 2020, up from 189 in Q3 2020.
  • Funds reported $1.1B of Deluxe stock for Q4 2020, up 13% quarter-over-quarter.
  • 30 funds opened new Deluxe positions in Q4 2020 and 21 closed out, a net change of +9 holders.
  • The largest Deluxe buyer in Q4 2020 was American Century Companies, an estimated $16.7M added.
  • The largest Deluxe seller in Q4 2020 was State of Michigan Retirement System, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2020.