We are live on ! Find out more

166 hedge funds and large institutions have $654M invested in Deluxe in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $9.83M | Put options by funds: $3.48M

9% more capital invested

Capital invested by funds: $600M → $654M (+$54.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 86.64%86.16% (-0.48%)

3% less funds holding

Funds holding: 172166 (-6)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

23% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 66

Holders
166
Holders Change
-6
Holders Change %
-3.49%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
51
Reduced
66
Closed
24
Calls
$9.83M
Puts
$3.48M
Net Calls
+$6.35M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.32M -$212K -13,512 -5%
PI
27
Putnam Investments
Massachusetts
$3.45M -$366K -23,303 -11%
Goldman Sachs
28
Goldman Sachs
New York
$3.26M -$6.39M -407,454 -69%
Wells Fargo
29
Wells Fargo
California
$3.05M +$141K +8,967 +5%
Bank of America
30
Bank of America
North Carolina
$2.92M +$203K +12,909 +8%
Prudential Financial
31
Prudential Financial
New Jersey
$2.58M +$289K +18,394 +14%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$2.48M -$38.8K -2,474 -2%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$2.47M -$117K -7,486 -5%
EST
34
EA Series Trust
Pennsylvania
$2.24M +$2.02M +128,424 New
EF
35
Empowered Funds
Pennsylvania
$2.24M +$2.02M +128,424 New
Legal & General Group
36
Legal & General Group
United Kingdom
$2.18M -$35.5K -2,264 -2%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$1.99M +$1.79M +113,870 New
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.65M +$15.7K +1,000 +1%
Allianz Asset Management
39
Allianz Asset Management
Germany
$1.59M -$186K -11,841 -11%
PAM
40
Panagora Asset Management
Massachusetts
$1.47M +$37.7K +2,405 +3%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.35M +$20.1K +1,278 +2%
Select Equity Group
42
Select Equity Group
New York
$1.34M +$11.5K +732 +1%
JP Morgan Chase
43
JP Morgan Chase
New York
$1.3M -$242K -15,438 -17%
Victory Capital Management
44
Victory Capital Management
Texas
$1.29M -$288K -18,378 -20%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$1.26M -$17.3K -1,100 -1%
WIM
46
Westside Investment Management
California
$1.16M -$34.4K -2,190 -3%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.09M -$70K -4,460 -7%
UBS AM
48
UBS AM
Illinois
$1.07M
State of Tennessee, Department of Treasury
49
State of Tennessee, Department of Treasury
Tennessee
$1.06M -$747K -47,579 -44%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.06M

DLX Hedge Fund Activity: Q2 2023 in Review

166 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2023, worth a combined $654M — up 9.1% from $600M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of DLX and 19 opened new positions — a net loss of 5 holders — while 66 trimmed existing stakes and 51 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.49M. The largest seller was Goldman Sachs, cutting an estimated $6.39M.

  • 166 institutional investors held Deluxe (DLX) as of Q2 2023, down from 172 in Q1 2023.
  • Funds reported $654M of Deluxe stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 19 funds opened new Deluxe positions in Q2 2023 and 24 closed out, a net change of -5 holders.
  • The largest Deluxe buyer in Q2 2023 was Dimensional Fund Advisors, an estimated $2.49M added.
  • The largest Deluxe seller in Q2 2023 was Goldman Sachs, an estimated $6.39M sold.

Based on aggregated 13F filings for Q2 2023.