We are live on ! Find out more
DLX icon

Deluxe
DLX

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
58
Reduced
67
Closed
16
Calls
$7.24M
Puts
$3.82M
Net Calls
+$3.42M
Net Calls Change
-$3.58M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.7M
2
Invesco
Invesco
Georgia
+$6.18M
3
BlackRock
BlackRock
New York
+$5.64M
4
American Century Companies
American Century Companies
Missouri
+$3.06M
5
Arrowstreet Capital
Arrowstreet Capital
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
State Street
Massachusetts
-$1.93M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.65M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
101
Minerva Advisors
Pennsylvania
$298K – – –
OR
102
Olympiad Research
Connecticut
$289K +$251K +13,481 New
PCM
103
Prelude Capital Management
New York
$289K +$251K +13,481 New
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$289K – – –
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$286K -$12.5K -669 -5%
Two Sigma Advisers
106
Two Sigma Advisers
New York
$283K +$246K +13,200 New
Robeco Institutional Asset Management
107
Robeco Institutional Asset Management
Netherlands
$282K +$2.01K +108 +0.8%
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$275K -$3.72K -200 -2%
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
$267K +$232K +12,460 New
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$267K – – –
SOW
111
State of Wyoming
Wyoming
$265K +$122K +6,556 +113%
ASRS
112
Arizona State Retirement System
Arizona
$262K -$3.37K -181 -1%
BSW
113
Buckingham Strategic Wealth
Missouri
$258K +$224K +12,021 New
CC
114
Cypress Capital
Tennessee
$248K -$18.7K -1,005 -8%
VI
115
Versor Investments
New York
$245K +$212K +11,400 New
Lazard Asset Management
116
Lazard Asset Management
New York
$242K -$15.3K -823 -7%
ECM
117
Evergreen Capital Management
Washington
$221K -$3.54K -190 -2%
QC
118
Quadrature Capital
United Kingdom
$220K +$191K +10,263 New
DekaBank Deutsche Girozentrale
119
DekaBank Deutsche Girozentrale
Germany
$215K +$186K +10,000 New
COPPSERS
120
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$202K -$367K -19,731 -68%
TC
121
Truvestments Capital
Florida
$172K -$13.8K -743 -8%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$172K -$3.39K -182 -2%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$172K +$37K +1,985 +33%
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$143K – – –
Amundi
125
Amundi
France
$126K +$6.98K +375 +6%
3 4
5
6 7

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.