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202 hedge funds and large institutions have $1.24B invested in Deluxe in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $465K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

9% more funds holding

Funds holding: 186202 (+16)

0.76% less ownership

Funds ownership: 92.17%91.41% (-0.76%)

12% less capital invested

Capital invested by funds: $1.4B → $1.24B (-$164M)

18% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 77

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
63
Reduced
77
Closed
10
Calls
$1.27M
Puts
$465K
Net Calls
+$806K
Net Calls Change
-$3.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$9.9M +$697K +19,764 +7%
Franklin Resources
27
Franklin Resources
California
$9.49M -$7.51K -213 -0.1%
JP Morgan Chase
28
JP Morgan Chase
New York
$7.28M -$2.43M -68,778 -23%
Fuller & Thaler Asset Management
29
Fuller & Thaler Asset Management
California
$6.41M +$18.4K +522 +0.3%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$6.01M -$88.8K -2,517 -1%
Invesco
31
Invesco
Georgia
$5.36M +$276K +7,836 +5%
Wells Fargo
32
Wells Fargo
California
$4.9M +$500K +14,168 +10%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$4.82M +$145K +4,107 +3%
Victory Capital Management
34
Victory Capital Management
Texas
$4.8M -$1.16M -32,868 -18%
PFC
35
Phocas Financial Corp
California
$4.75M -$121K -3,417 -2%
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
$4.47M -$1.95M -55,163 -28%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$4.37M
Renaissance Technologies
38
Renaissance Technologies
New York
$4.32M +$967K +27,400 +26%
SDIC
39
South Dakota Investment Council
South Dakota
$4.22M
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$4.21M -$9.6K -272 -0.2%
Legal & General Group
41
Legal & General Group
United Kingdom
$4.14M +$128K +3,618 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
42
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.88M -$24.7K -700 -0.6%
Bank of America
43
Bank of America
North Carolina
$3.81M +$1.8M +51,136 +76%
PI
44
Putnam Investments
Massachusetts
$3.8M +$10.6K +300 +0.3%
AAM
45
Advisors Asset Management
Colorado
$3.25M -$1.81M -51,333 -34%
PPA
46
Parametric Portfolio Associates
Washington
$3.17M +$479K +13,586 +16%
ER
47
EVR Research
Virginia
$3.08M -$1.31M -37,000 -28%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.99M
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.79M +$19.1K +540 +0.6%
Millennium Management
50
Millennium Management
New York
$2.68M +$1.72M +48,695 +140%

DLX Hedge Fund Activity: Q4 2021 in Review

202 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2021, worth a combined $1.24B — down 12% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DLX positions and 10 closed out — a net gain of 17 holders — while 63 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $8.27M. The largest seller was Select Equity Group, cutting an estimated $10.2M.

  • 202 institutional investors held Deluxe (DLX) as of Q4 2021, up from 186 in Q3 2021.
  • Funds reported $1.24B of Deluxe stock for Q4 2021, down 12% quarter-over-quarter.
  • 27 funds opened new Deluxe positions in Q4 2021 and 10 closed out, a net change of +17 holders.
  • The largest Deluxe buyer in Q4 2021 was BlackRock, an estimated $8.27M added.
  • The largest Deluxe seller in Q4 2021 was Select Equity Group, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.