We are live on ! Find out more

169 hedge funds and large institutions have $702M invested in Deluxe in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.9M

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $654M → $702M (+$47.6M)

2% more funds holding

Funds holding: 166169 (+3)

0.97% less ownership

Funds ownership: 86.16%85.19% (-0.97%)

7% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
54
Reduced
58
Closed
14
Calls
$10.9M
Puts
$3.9M
Net Calls
+$7M
Net Calls Change
+$649K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$4.77M -$1.52M -78,475 -24%
Principal Financial Group
27
Principal Financial Group
Iowa
$4.44M -$232K -11,940 -5%
Goldman Sachs
28
Goldman Sachs
New York
$4.31M +$808K +41,648 +22%
PI
29
Putnam Investments
Massachusetts
$3.33M -$409K -21,103 -11%
Bank of America
30
Bank of America
North Carolina
$3.26M +$103K +5,292 +3%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$3.04M +$3.13M +161,116 New
JP Morgan Chase
32
JP Morgan Chase
New York
$2.99M +$1.62M +83,625 +112%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$2.67M -$8.81K -454 -0.3%
EF
34
Empowered Funds
Pennsylvania
$2.64M +$221K +11,376 +9%
Wells Fargo
35
Wells Fargo
California
$2.57M -$749K -38,612 -22%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$2.5M +$360K +18,576 +16%
Legal & General Group
37
Legal & General Group
United Kingdom
$2.29M -$70.1K -3,613 -3%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.8M +$25.2K +1,300 +1%
Victory Capital Management
39
Victory Capital Management
Texas
$1.69M +$308K +15,877 +22%
Allianz Asset Management
40
Allianz Asset Management
Germany
$1.67M -$47.9K -2,468 -3%
Axa
41
Axa
France
$1.66M +$1.7M +87,800 New
AG
42
Algert Global
California
$1.66M +$1.7M +87,590 New
PAM
43
Panagora Asset Management
Massachusetts
$1.58M -$6.15K -317 -0.4%
Select Equity Group
44
Select Equity Group
New York
$1.45M
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$1.43M +$62K +3,196 +4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.32M +$659K +33,989 +95%
State of Tennessee, Department of Treasury
47
State of Tennessee, Department of Treasury
Tennessee
$1.31M +$171K +8,833 +15%
WIM
48
Westside Investment Management
California
$1.21M -$39.4K -2,030 -3%
Marshall Wace
49
Marshall Wace
United Kingdom
$1.16M +$1.19M +61,494 New
Wellington Management Group
50
Wellington Management Group
Massachusetts
$1.14M -$1.58M -81,287 -57%

DLX Hedge Fund Activity: Q3 2023 in Review

169 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2023, worth a combined $702M — up 7.3% from $654M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DLX positions and 14 closed out — a net gain of 4 holders — while 54 added to existing stakes and 58 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.86M. The largest seller was Boundary Creek Advisors, cutting an estimated $7.27M.

  • 169 institutional investors held Deluxe (DLX) as of Q3 2023, up from 166 in Q2 2023.
  • Funds reported $702M of Deluxe stock for Q3 2023, up 7.3% quarter-over-quarter.
  • 18 funds opened new Deluxe positions in Q3 2023 and 14 closed out, a net change of +4 holders.
  • The largest Deluxe buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $3.86M added.
  • The largest Deluxe seller in Q3 2023 was Boundary Creek Advisors, an estimated $7.27M sold.

Based on aggregated 13F filings for Q3 2023.