We are live on ! Find out more

209 hedge funds and large institutions have $867M invested in Deluxe in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

28% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.21M

18% more capital invested

Capital invested by funds: $736M → $867M (+$131M)

4% more funds holding

Funds holding: 201209 (+8)

1.26% more ownership

Funds ownership: 85.4%86.66% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

Holders
209
Holders Change
+8
Holders Change %
+3.98%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
71
Reduced
66
Closed
24
Calls
$2.82M
Puts
$2.21M
Net Calls
+$609K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.85M +$135K +6,303 +3%
Bank of America
27
Bank of America
North Carolina
$4.71M +$557K +25,943 +14%
JP Morgan Chase
28
JP Morgan Chase
New York
$4.68M +$1.65M +76,957 +59%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.61M +$370K +17,222 +9%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$4.32M -$361K -16,811 -8%
Ameriprise
31
Ameriprise
Minnesota
$4.31M -$352K -16,371 -8%
Barclays
32
Barclays
United Kingdom
$3.81M +$434K +20,193 +14%
Norges Bank
33
Norges Bank
Norway
$3.21M -$227K -10,589 -7%
Axa
34
Axa
France
$3.08M +$980K +45,645 +50%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$3.08M -$24.4K -1,134 -0.8%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$3.06M -$83.7K -3,897 -3%
Wells Fargo
37
Wells Fargo
California
$3.02M -$270K -12,589 -9%
Lazard Asset Management
38
Lazard Asset Management
New York
$2.96M +$709K +32,996 +34%
AG
39
Algert Global
California
$2.8M +$86K +4,003 +3%
IIM
40
INTECH Investment Management
Florida
$2.72M +$1.15M +53,395 +80%
Legal & General Group
41
Legal & General Group
United Kingdom
$2.7M +$3.91K +182 +0.2%
Universal-Beteiligungs- und Servicegesellschaft
42
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.57M +$2.44M +113,549 New
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.49M +$354K +16,462 +18%
UBS AM
44
UBS AM
Illinois
$2.28M +$294K +13,683 +16%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$2.25M +$586K +27,268 +38%
Victory Capital Management
46
Victory Capital Management
Texas
$2.23M -$8.51K -396 -0.4%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.97M +$21.5K +1,000 +1%
Marshall Wace
48
Marshall Wace
United Kingdom
$1.86M +$1.77M +82,460 New
ECM
49
ExodusPoint Capital Management
New York
$1.85M +$340K +15,827 +24%
SA
50
Sanctuary Advisors
Indiana
$1.77M +$1.62M +75,577 New

DLX Hedge Fund Activity: Q4 2024 in Review

209 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2024, worth a combined $867M — up 18% from $736M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DLX positions and 24 closed out — a net gain of 9 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was UBS Group, adding an estimated $4.93M. The largest seller was LSV Asset Management, cutting an estimated $4.23M.

  • 209 institutional investors held Deluxe (DLX) as of Q4 2024, up from 201 in Q3 2024.
  • Funds reported $867M of Deluxe stock for Q4 2024, up 18% quarter-over-quarter.
  • 33 funds opened new Deluxe positions in Q4 2024 and 24 closed out, a net change of +9 holders.
  • The largest Deluxe buyer in Q4 2024 was UBS Group, an estimated $4.93M added.
  • The largest Deluxe seller in Q4 2024 was LSV Asset Management, an estimated $4.23M sold.

Based on aggregated 13F filings for Q4 2024.