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Deluxe
DLX

173 hedge funds and large institutions have $829M invested in Deluxe in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $7.24M | Put options by funds: $3.82M

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

18% more capital invested

Capital invested by funds: $702M → $829M (+$127M)

3.23% more ownership

Funds ownership: 85.19% → 88.42% (+3.2%)

2% more funds holding

Funds holding: 169 → 173 (+4)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
58
Reduced
67
Closed
16
Calls
$7.24M
Puts
$3.82M
Net Calls
+$3.42M
Net Calls Change
-$3.58M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.7M
2
Invesco
Invesco
Georgia
+$6.18M
3
BlackRock
BlackRock
New York
+$5.64M
4
American Century Companies
American Century Companies
Missouri
+$3.06M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
BCA
Boundary Creek Advisors
New York
-$5.88M
2
MOACM
Mutual of America Capital Management
New York
-$1.99M
3
State Street
State Street
Massachusetts
-$1.93M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.65M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$5.62M -$159K -8,535 -3%
AQR Capital Management
27
AQR Capital Management
Connecticut
$5.26M -$132K -7,100 -3%
Principal Financial Group
28
Principal Financial Group
Iowa
$4.88M -$140K -7,536 -3%
JP Morgan Chase
29
JP Morgan Chase
New York
$4.14M +$650K +34,927 +22%
Bank of America
30
Bank of America
North Carolina
$4.07M +$321K +17,255 +10%
EF
31
Empowered Funds
Pennsylvania
$3.55M +$478K +25,672 +18%
PI
32
Putnam Investments
Massachusetts
$3.3M -$410K -22,005 -12%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$3.03M -$7.75K -416 -0.3%
Wells Fargo
34
Wells Fargo
California
$2.94M +$24.2K +1,300 +1%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$2.58M -$228K -12,256 -9%
Legal & General Group
36
Legal & General Group
United Kingdom
$2.57M -$26.2K -1,409 -1%
Allianz Asset Management
37
Allianz Asset Management
Germany
$2.41M +$443K +23,799 +27%
Victory Capital Management
38
Victory Capital Management
Texas
$2.19M +$227K +12,199 +14%
AG
39
Algert Global
California
$2.04M +$142K +7,640 +9%
GCP
40
GSA Capital Partners
United Kingdom
$2M +$1.23M +66,224 +244%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.94M +$685K +36,763 +68%
Axa
42
Axa
France
$1.93M +$42.8K +2,300 +3%
Barclays
43
Barclays
United Kingdom
$1.86M +$947K +50,851 +142%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.84M -$177K -9,500 -10%
PAM
45
Panagora Asset Management
Massachusetts
$1.79M -$7.08K -380 -0.5%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$1.61M -$5.59K -300 -0.4%
UBS Group
47
UBS Group
Switzerland
$1.52M +$375K +20,160 +40%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.52M +$15.4K +827 +1%
WIM
49
Westside Investment Management
California
$1.31M -$60.1K -3,225 -5%
Select Equity Group
50
Select Equity Group
New York
$1.28M -$311K -16,688 -22%
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DLX Hedge Fund Activity: Q4 2023 in Review

173 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2023, worth a combined $829M — up 18% from $702M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DLX positions and 16 closed out — a net gain of 4 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was Boundary Creek Advisors, exiting entirely with an estimated $5.88M sold.

  • 173 institutional investors held Deluxe (DLX) as of Q4 2023, up from 169 in Q3 2023.
  • Funds reported $829M of Deluxe stock for Q4 2023, up 18% quarter-over-quarter.
  • 20 funds opened new Deluxe positions in Q4 2023 and 16 closed out, a net change of +4 holders.
  • The largest Deluxe buyer in Q4 2023 was Morgan Stanley, an estimated $12.7M added.
  • The largest Deluxe seller in Q4 2023 was Boundary Creek Advisors, an estimated $5.88M sold.

Based on aggregated 13F filings for Q4 2023.