Deluxe
169 hedge funds and large institutions have $624M invested in Deluxe in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 33 closing their positions.
51% more call options, than puts
Call options by funds: $2.82M | Put options by funds: $1.87M
25% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 53
2.45% less ownership
Funds ownership: 89.62% → 87.17% (-2.5%)
6% less funds holding
Funds holding: 179 → 169 (-10)
25% less capital invested
Capital invested by funds: $833M → $624M (-$209M)
27% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Boundary Creek Advisors
New York
|
+$17.4M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$5.13M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$3.6M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$3.11M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$16M |
| 2 |
RA
Royce & Associates
New York
|
-$11.3M |
| 3 |
Millennium Management
New York
|
-$10M |
| 4 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$7.31M |
| 5 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$3.13M |
DLX Hedge Fund Activity: Q3 2022 in Review
169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2022, worth a combined $624M — down 25% from $833M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of DLX and 24 opened new positions — a net loss of 9 holders — while 53 trimmed existing stakes and 66 added.
The largest buyer was Boundary Creek Advisors, opening a new position worth an estimated $17.4M. The largest seller was Disciplined Growth Investors, cutting an estimated $16M.
- 169 institutional investors held Deluxe (DLX) as of Q3 2022, down from 179 in Q2 2022.
- Funds reported $624M of Deluxe stock for Q3 2022, down 25% quarter-over-quarter.
- 24 funds opened new Deluxe positions in Q3 2022 and 33 closed out, a net change of -9 holders.
- The largest Deluxe buyer in Q3 2022 was Boundary Creek Advisors, an estimated $17.4M added.
- The largest Deluxe seller in Q3 2022 was Disciplined Growth Investors, an estimated $16M sold.
Based on aggregated 13F filings for Q3 2022.