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Deluxe
DLX

199 hedge funds and large institutions have $851M invested in Deluxe in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

73% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $966K

9% more capital invested

Capital invested by funds: $781M → $851M (+$70.1M)

6% more funds holding

Funds holding: 188 → 199 (+11)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

0.19% less ownership

Funds ownership: 86.2% → 86.01% (-0.19%)

Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
2.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
61
Reduced
61
Closed
19
Calls
$1.67M
Puts
$966K
Net Calls
+$702K
Net Calls Change
+$74K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$5.3M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$4.61M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.64M
4
Millennium Management
Millennium Management
New York
+$2.59M
5
AP
Advisors Preferred
Maryland
+$2.58M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$14.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$3.33M
3
Charles Schwab
Charles Schwab
California
-$3.29M
4
Invesco
Invesco
Georgia
-$2.39M
5
SEI Investments
SEI Investments
Pennsylvania
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
101
Engineers Gate Manager
New York
$372K +$354K +16,567 New
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$368K +$9.77K +457 +3%
CC
103
Centiva Capital
New York
$366K -$19.3K -905 -5%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$365K +$27.8K +1,299 +9%
US Bancorp
105
US Bancorp
Minnesota
$364K -$1.35K -63 -0.4%
MSRPS
106
Maryland State Retirement & Pension System
Maryland
$345K -$15.2K -709 -4%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$345K +$7.42K +347 +2%
CWM
108
Congress Wealth Management
Massachusetts
$342K +$325K +15,205 New
CCAL
109
City Center Advisors LLC
Michigan
$332K – – –
KCM
110
Kendall Capital Management
Maryland
$320K +$305K +14,260 New
MA
111
Minerva Advisors
Pennsylvania
$312K – – –
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$302K – – –
AC
113
Aristeia Capital
Connecticut
$300K -$104K -4,881 -27%
BSW
114
Buckingham Strategic Wealth
Missouri
$298K +$6.33K +296 +2%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$294K -$9.15K -428 -3%
AB
116
Amalgamated Bank
New York
$293K -$23.9K -1,119 -8%
TRCT
117
Tower Research Capital (TRC)
New York
$285K +$243K +11,392 +889%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$279K -$37.2K -1,740 -12%
ASRS
119
Arizona State Retirement System
Arizona
$277K +$6.77K +317 +3%
SOW
120
State of Wyoming
Wyoming
$268K -$7.54K -353 -3%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$266K -$24.6K -1,153 -9%
SCP
122
Seizert Capital Partners
Michigan
$260K -$34K -1,590 -12%
VI
123
Versor Investments
New York
$256K – – –
CC
124
Cypress Capital
Tennessee
$242K -$25.6K -1,196 -10%
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$241K -$21.4K -1,000 -9%
3 4
5
6 7

DLX Hedge Fund Activity: Q2 2024 in Review

199 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2024, worth a combined $851M — up 9% from $781M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DLX positions and 19 closed out — a net gain of 14 holders — while 61 added to existing stakes and 61 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $5.3M. The largest seller was American Century Companies, cutting an estimated $14.8M.

  • 199 institutional investors held Deluxe (DLX) as of Q2 2024, up from 188 in Q1 2024.
  • Funds reported $851M of Deluxe stock for Q2 2024, up 9% quarter-over-quarter.
  • 33 funds opened new Deluxe positions in Q2 2024 and 19 closed out, a net change of +14 holders.
  • The largest Deluxe buyer in Q2 2024 was Lazard Asset Management, an estimated $5.3M added.
  • The largest Deluxe seller in Q2 2024 was American Century Companies, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2024.