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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
AllianceBernstein
51
AllianceBernstein
Tennessee
$1.27M +$10.3K +555 +0.9%
UBS AM
52
UBS AM
Illinois
$1.21M – – –
IAA
53
Independent Advisor Alliance
North Carolina
$1.15M +$1,000K +53,696 New
Canada Life
54
Canada Life
Manitoba, Canada
$1.12M -$4.06K -218 -0.4%
RHAM
55
Round Hill Asset Management
California
$1.11M -$1.86K -100 -0.2%
CS
56
Credit Suisse
Switzerland
$1.04M -$26.1K -1,400 -3%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$1.01M -$31.5K -1,689 -3%
ZCM
58
Ziegler Capital Management
Illinois
$1.01M – – –
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$986K -$37.9K -2,035 -4%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$902K -$510K -27,377 -39%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$867K +$15.5K +834 +2%
JAM
62
Jupiter Asset Management
United Kingdom
$863K – – –
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$837K -$18K -967 -2%
Ensign Peak Advisors
64
Ensign Peak Advisors
Utah
$833K +$156K +8,400 +28%
TPSF
65
Texas Permanent School Fund
Texas
$809K +$31.9K +1,713 +5%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$789K +$23.3K +1,253 +4%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$783K -$300K -16,137 -31%
AIMCA
68
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$749K +$177K +9,500 +37%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$744K +$74 +4 +0%
B
70
Bailard
California
$702K – – –
Citigroup
71
Citigroup
New York
$693K +$187K +10,050 +45%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$685K -$36.4K -1,953 -6%
Two Sigma Investments
73
Two Sigma Investments
New York
$671K +$583K +31,283 New
Grantham, Mayo, Van Otterloo & Co (GMO)
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$649K +$55K +2,954 +11%
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$649K -$149K -8,000 -21%
1 2
3
4 5

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.