Deluxe
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$6.18M |
| 3 |
BlackRock
New York
|
+$5.64M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$3.06M |
| 5 |
Arrowstreet Capital
Boston,
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
Boston,
Massachusetts
|
-$1.93M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.65M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.17M |
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.