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169 hedge funds and large institutions have $702M invested in Deluxe in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.9M

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $654M → $702M (+$47.6M)

2% more funds holding

Funds holding: 166169 (+3)

0.97% less ownership

Funds ownership: 86.16%85.19% (-0.97%)

7% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
54
Reduced
58
Closed
14
Calls
$10.9M
Puts
$3.9M
Net Calls
+$7M
Net Calls Change
+$649K
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
76
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$551K -$387K -19,967 -41%
Grantham, Mayo, Van Otterloo & Co (GMO)
77
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$516K -$641K -33,071 -55%
GCP
78
GSA Capital Partners
United Kingdom
$513K +$527K +27,179 New
SOADOR
79
State of Alaska Department of Revenue
Alaska
$512K -$27.9K -1,439 -5%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$506K
IMRF
81
Illinois Municipal Retirement Fund
Illinois
$496K +$510K +26,275 New
AIMCA
82
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$480K
Deutsche Bank
83
Deutsche Bank
Germany
$453K +$91.8K +4,732 +25%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$452K +$126K +6,472 +37%
AIG
85
American International Group
New York
$451K +$10K +517 +2%
Comerica Bank
86
Comerica Bank
Texas
$447K +$459K +23,640 New
MIM
87
MetLife Investment Management
New Jersey
$430K
Citigroup
88
Citigroup
New York
$421K -$447K -23,031 -51%
LSERS
89
Louisiana State Employees Retirement System
Louisiana
$419K -$11.6K -600 -3%
Creative Planning
90
Creative Planning
Kansas
$414K +$2.04K +105 +0.5%
YCM
91
Yousif Capital Management
Michigan
$411K -$27.5K -1,420 -6%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$386K +$396K +20,411 New
CAM
93
Cubic Asset Management
Massachusetts
$373K -$27.4K -1,415 -7%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$360K +$78 +4 +0%
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$348K
US Bancorp
96
US Bancorp
Minnesota
$325K -$18.9K -972 -5%
AB
97
Amalgamated Bank
New York
$319K -$10K -518 -3%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$319K
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$312K -$3.9K -201 -1%
MSRPS
100
Maryland State Retirement & Pension System
Maryland
$303K -$16.8K -866 -5%

DLX Hedge Fund Activity: Q3 2023 in Review

169 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2023, worth a combined $702M — up 7.3% from $654M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DLX positions and 14 closed out — a net gain of 4 holders — while 54 added to existing stakes and 58 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.86M. The largest seller was Boundary Creek Advisors, cutting an estimated $7.27M.

  • 169 institutional investors held Deluxe (DLX) as of Q3 2023, up from 166 in Q2 2023.
  • Funds reported $702M of Deluxe stock for Q3 2023, up 7.3% quarter-over-quarter.
  • 18 funds opened new Deluxe positions in Q3 2023 and 14 closed out, a net change of +4 holders.
  • The largest Deluxe buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $3.86M added.
  • The largest Deluxe seller in Q3 2023 was Boundary Creek Advisors, an estimated $7.27M sold.

Based on aggregated 13F filings for Q3 2023.