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274 hedge funds and large institutions have $2.01B invested in Deluxe in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $1.91B → $2.01B (+$109M)

5.52% more ownership

Funds ownership: 90.41%95.93% (+5.5%)

4% more funds holding

Funds holding: 263274 (+11)

20% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 107

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $2.98M

Holders
274
Holders Change
+11
Holders Change %
+4.18%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
86
Reduced
107
Closed
15
Calls
$1.4M
Puts
$2.98M
Net Calls
-$1.58M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$2.08M -$137K -2,742 -6%
ZIM
102
Zacks Investment Management
Illinois
$2.03M -$78.3K -1,573 -4%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$2.01M +$2.01M +40,336 New
Acadian Asset Management
104
Acadian Asset Management
Massachusetts
$1.97M -$240K -4,813 -11%
ETM
105
Euclidean Technologies Management
Washington
$1.92M -$495K -9,929 -20%
AG
106
Aperio Group
California
$1.91M -$23.6K -474 -1%
MOACM
107
Mutual of America Capital Management
New York
$1.9M -$17.5K -351 -0.9%
Holocene Advisors
108
Holocene Advisors
New York
$1.88M -$315K -6,322 -14%
MPI
109
Mairs & Power Inc
Minnesota
$1.84M -$136K -2,733 -7%
CAM
110
Cubic Asset Management
Massachusetts
$1.82M -$192K -3,860 -10%
IHL
111
Investment House LLC
California
$1.8M -$120K -2,400 -6%
EVM
112
Eaton Vance Management
Massachusetts
$1.73M
MA
113
Minerva Advisors
Pennsylvania
$1.56M -$116K -2,326 -7%
Citigroup
114
Citigroup
New York
$1.55M +$785K +15,770 +103%
TPSF
115
Texas Permanent School Fund
Texas
$1.44M -$21K -422 -1%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$1.41M +$299 +6 +0%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$1.35M -$164K -3,300 -11%
Public Sector Pension Investment Board (PSP Investments)
118
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.35M
RHAM
119
Round Hill Asset Management
California
$1.33M -$19.6K -393 -1%
DA
120
Duality Advisers
Florida
$1.31M -$169K -3,395 -11%
HighTower Advisors
121
HighTower Advisors
Illinois
$1.29M -$1.21M -24,326 -48%
BFA
122
Bragg Financial Advisors
North Carolina
$1.27M +$16.4K +330 +1%
First Trust Advisors
123
First Trust Advisors
Illinois
$1.26M -$1.04M -20,845 -45%
FQ
124
First Quadrant
California
$1.25M
AAMU
125
Amundi Asset Management US
Massachusetts
$1.24M +$1.23M +24,788 New

DLX Hedge Fund Activity: Q4 2019 in Review

274 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2019, worth a combined $2.01B — up 5.7% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DLX positions and 15 closed out — a net gain of 18 holders — while 86 added to existing stakes and 107 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $18.2M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $11.3M.

  • 274 institutional investors held Deluxe (DLX) as of Q4 2019, up from 263 in Q3 2019.
  • Funds reported $2.01B of Deluxe stock for Q4 2019, up 5.7% quarter-over-quarter.
  • 33 funds opened new Deluxe positions in Q4 2019 and 15 closed out, a net change of +18 holders.
  • The largest Deluxe buyer in Q4 2019 was Schroder Investment Management Group, an estimated $18.2M added.
  • The largest Deluxe seller in Q4 2019 was Canada Pension Plan Investment Board, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2019.