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Deluxe
DLX

199 hedge funds and large institutions have $851M invested in Deluxe in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

73% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $966K

9% more capital invested

Capital invested by funds: $781M → $851M (+$70.1M)

6% more funds holding

Funds holding: 188 → 199 (+11)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

0.19% less ownership

Funds ownership: 86.2% → 86.01% (-0.19%)

Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
2.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
61
Reduced
61
Closed
19
Calls
$1.67M
Puts
$966K
Net Calls
+$702K
Net Calls Change
+$74K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$5.3M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$4.61M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.64M
4
Millennium Management
Millennium Management
New York
+$2.59M
5
AP
Advisors Preferred
Maryland
+$2.58M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$14.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$3.33M
3
Charles Schwab
Charles Schwab
California
-$3.29M
4
Invesco
Invesco
Georgia
-$2.39M
5
SEI Investments
SEI Investments
Pennsylvania
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$1.53M -$1.28M -59,686 -47%
Canada Life
52
Canada Life
Manitoba, Canada
$1.49M +$298K +13,932 +27%
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.33M – – –
Marshall Wace
54
Marshall Wace
United Kingdom
$1.14M +$1.09M +50,872 New
WIM
55
Westside Investment Management
California
$1.14M -$49.8K -2,330 -4%
HF
56
HRT Financial
New York
$1.12M +$1.06M +49,692 New
RHAM
57
Round Hill Asset Management
California
$1.11M -$36.3K -1,700 -3%
Two Sigma Investments
58
Two Sigma Investments
New York
$1.07M +$266K +12,451 +36%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$1.01M +$53.9K +2,524 +6%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$965K -$14.9K -698 -2%
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$903K +$291K +13,600 +51%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$880K – – –
ECM
63
ExodusPoint Capital Management
New York
$853K +$812K +37,987 New
Cerity Partners
64
Cerity Partners
New York
$837K -$430K -20,128 -35%
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$830K – – –
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$823K -$28.8K -1,346 -4%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$813K +$1.73K +81 +0.2%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$811K +$544K +25,444 +230%
CSS
69
Cubist Systematic Strategies
Connecticut
$800K +$761K +35,618 New
AIMCA
70
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$784K – – –
Citigroup
71
Citigroup
New York
$777K +$51.4K +2,405 +7%
B
72
Bailard
California
$762K – – –
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$750K +$321K +15,021 +82%
A
74
AlphaQuest
New York
$718K +$224K +10,480 +49%
Grantham, Mayo, Van Otterloo & Co (GMO)
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$680K – – –
1 2
3
4 5

DLX Hedge Fund Activity: Q2 2024 in Review

199 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2024, worth a combined $851M — up 9% from $781M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DLX positions and 19 closed out — a net gain of 14 holders — while 61 added to existing stakes and 61 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $5.3M. The largest seller was American Century Companies, cutting an estimated $14.8M.

  • 199 institutional investors held Deluxe (DLX) as of Q2 2024, up from 188 in Q1 2024.
  • Funds reported $851M of Deluxe stock for Q2 2024, up 9% quarter-over-quarter.
  • 33 funds opened new Deluxe positions in Q2 2024 and 19 closed out, a net change of +14 holders.
  • The largest Deluxe buyer in Q2 2024 was Lazard Asset Management, an estimated $5.3M added.
  • The largest Deluxe seller in Q2 2024 was American Century Companies, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2024.