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204 hedge funds and large institutions have $1.58B invested in Deluxe in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $8.78M | Put options by funds: $1.51M

44% more capital invested

Capital invested by funds: $1.1B → $1.58B (+$480M)

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

3% more funds holding

Funds holding: 198204 (+6)

0.27% less ownership

Funds ownership: 90.14%89.87% (-0.27%)

29% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 79

Holders
204
Holders Change
+6
Holders Change %
+3.03%
% of All Funds
3.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
56
Reduced
79
Closed
30
Calls
$8.78M
Puts
$1.51M
Net Calls
+$7.27M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
26
Mutual of America Capital Management
New York
$12.2M -$1.35M -35,720 -11%
SEI Investments
27
SEI Investments
Pennsylvania
$11.9M -$1.18M -31,245 -10%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$10.7M -$2.71M -71,869 -22%
VRS
29
Virginia Retirement Systems
Virginia
$10.1M -$90.5K -2,400 -1%
Franklin Resources
30
Franklin Resources
California
$9.66M +$2.04K +54 +0%
Bank of America
31
Bank of America
North Carolina
$9.18M +$1.8M +47,855 +28%
PAIM
32
Punch & Associates Investment Management
Minnesota
$9.13M -$1.14M -30,200 -12%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$9.08M -$1.85M -49,112 -18%
AAM
34
Advisors Asset Management
Colorado
$9.01M +$1.42M +37,780 +21%
Invesco
35
Invesco
Georgia
$7.61M +$336K +8,925 +5%
Creative Planning
36
Creative Planning
Kansas
$7.02M -$52.8K -1,400 -0.8%
Legal & General Group
37
Legal & General Group
United Kingdom
$6.58M +$290K +7,696 +5%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$6.53M +$3.85M +102,089 +190%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$6.42M -$38.7K -1,027 -0.7%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$6.34M +$5.7M +151,137 New
PPA
41
Parametric Portfolio Associates
Washington
$6.27M +$1.32M +35,138 +31%
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$6.21M +$124K +3,283 +2%
SDIC
43
South Dakota Investment Council
South Dakota
$6.09M +$12.9K +342 +0.2%
ER
44
EVR Research
Virginia
$5.87M +$3.02M +80,000 +133%
Victory Capital Management
45
Victory Capital Management
Texas
$5.41M +$1.5M +39,740 +45%
Axa
46
Axa
France
$5.3M -$1.49M -39,500 -24%
Prudential Financial
47
Prudential Financial
New Jersey
$5.12M -$20.7M -550,096 -82%
WC
48
Walthausen & Co
New York
$5.11M -$623K -16,530 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.77M +$674K +17,879 +19%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$4.19M -$57.7K -1,530 -2%

DLX Hedge Fund Activity: Q1 2021 in Review

204 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q1 2021, worth a combined $1.58B — up 44% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DLX positions and 30 closed out — a net gain of 7 holders — while 56 added to existing stakes and 79 trimmed.

The largest buyer was American Century Companies, adding an estimated $22.9M. The largest seller was Prudential Financial, cutting an estimated $20.7M.

  • 204 institutional investors held Deluxe (DLX) as of Q1 2021, up from 198 in Q4 2020.
  • Funds reported $1.58B of Deluxe stock for Q1 2021, up 44% quarter-over-quarter.
  • 37 funds opened new Deluxe positions in Q1 2021 and 30 closed out, a net change of +7 holders.
  • The largest Deluxe buyer in Q1 2021 was American Century Companies, an estimated $22.9M added.
  • The largest Deluxe seller in Q1 2021 was Prudential Financial, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2021.