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198 hedge funds and large institutions have $1.1B invested in Deluxe in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $1.53M

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $976M → $1.1B (+$124M)

5% more funds holding

Funds holding: 189198 (+9)

0.63% less ownership

Funds ownership: 90.77%90.14% (-0.63%)

22% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 77

Holders
198
Holders Change
+9
Holders Change %
+4.76%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
60
Reduced
77
Closed
21
Calls
$2.2M
Puts
$1.53M
Net Calls
+$668K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
51
Wellington Management Group
Massachusetts
$2.96M +$104K +4,028 +4%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$2.86M -$57.4K -2,224 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
53
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.8M -$2.4M -92,900 -49%
Swiss National Bank
54
Swiss National Bank
Switzerland
$2.77M
DRZID
55
DePrince Race & Zollo Inc (DRZ)
Florida
$2.7M +$2.38M +92,386 New
Victory Capital Management
56
Victory Capital Management
Texas
$2.61M -$519K -20,121 -18%
AllianceBernstein
57
AllianceBernstein
Tennessee
$2.54M +$128K +4,972 +6%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$2.44M +$126K +4,900 +6%
Barclays
59
Barclays
United Kingdom
$2.28M +$118K +4,578 +6%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$2.11M +$78K +3,026 +4%
UBS Group
61
UBS Group
Switzerland
$2.06M -$179K -6,924 -9%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.84M
ER
63
EVR Research
Virginia
$1.75M +$1.55M +60,000 New
RHAM
64
Round Hill Asset Management
California
$1.67M -$34.9K -1,355 -2%
CS
65
Credit Suisse
Switzerland
$1.61M +$417K +16,187 +42%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$1.56M +$154K +5,986 +13%
Comerica Bank
67
Comerica Bank
Texas
$1.5M +$5.75K +223 +0.5%
UBS AM
68
UBS AM
Illinois
$1.42M -$38.7K -1,502 -3%
Deutsche Bank
69
Deutsche Bank
Germany
$1.32M -$136K -5,261 -10%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$1.28M +$377K +14,614 +50%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$1.27M +$211K +8,189 +23%
FC
72
Ferris Capital
Massachusetts
$1.23M -$44.5K -1,725 -4%
SFI
73
Susquehanna Fundamental Investments
Pennsylvania
$1.22M +$1.07M +41,632 New
Canada Life
74
Canada Life
Manitoba, Canada
$1.2M -$162K -6,283 -13%
Ensign Peak Advisors
75
Ensign Peak Advisors
Utah
$1.14M -$33.5K -1,300 -3%

DLX Hedge Fund Activity: Q4 2020 in Review

198 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2020, worth a combined $1.1B — up 13% from $976M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DLX positions and 21 closed out — a net gain of 9 holders — while 60 added to existing stakes and 77 trimmed.

The largest buyer was American Century Companies, adding an estimated $16.7M. The largest seller was State of Michigan Retirement System, exiting entirely with an estimated $22.5M sold.

  • 198 institutional investors held Deluxe (DLX) as of Q4 2020, up from 189 in Q3 2020.
  • Funds reported $1.1B of Deluxe stock for Q4 2020, up 13% quarter-over-quarter.
  • 30 funds opened new Deluxe positions in Q4 2020 and 21 closed out, a net change of +9 holders.
  • The largest Deluxe buyer in Q4 2020 was American Century Companies, an estimated $16.7M added.
  • The largest Deluxe seller in Q4 2020 was State of Michigan Retirement System, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2020.