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Deluxe
DLX

Overview Fund Activity

169 hedge funds and large institutions have $624M invested in Deluxe in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-10
Holders Change %
-5.59%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
66
Reduced
53
Closed
33
Calls
$2.82M
Puts
$1.87M
Net Calls
+$950K
Net Calls Change
+$728K

Top Buyers

1
BCA
Boundary Creek Advisors
New York
+$13.8M
2
BCM
Bridgeway Capital Management
Texas
+$4.07M
3
Marshall Wace
Marshall Wace
United Kingdom
+$2.85M
4
Victory Capital Management
Victory Capital Management
Texas
+$2.47M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$1.91M

Top Sellers

1
DGI
Disciplined Growth Investors
Minnesota
-$12.7M
2
Millennium Management
Millennium Management
New York
-$10M
3
RA
Royce & Associates
New York
-$8.96M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$5.79M
5
PFC
Phocas Financial Corp
California
-$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$85K -$5.25K -314 -6%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$83K +$31.7K +1,917 +62%
ECM
128
EMC Capital Management
Texas
$81K – – –
KBC Group
129
KBC Group
Belgium
$60K – – –
TRCT
130
Tower Research Capital (TRC)
New York
$56K -$6.99K -417 -11%
AIP
131
Ameritas Investment Partners
Nebraska
$54K – – –
IA
132
IFP Advisors
Florida
$48K +$4.19K +49 +10%
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
$47.2K – – –
Federated Hermes
134
Federated Hermes
Pennsylvania
$32K -$2.42K -147 -7%
PHK
135
Point72 Hong Kong
Hong Kong
$27K +$27K +1,601 New
Fidelity Investments
136
Fidelity Investments
Massachusetts
$25K +$1.13K +69 +5%
DZ Bank
137
DZ Bank
Germany
$12K +$12K +716 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +722 New
RTC
139
Riverview Trust Company
Washington
$12K +$12K +727 New
SPIA
140
Steward Partners Investment Advisory
New York
$10K +$10K +595 New
NSIM
141
North Star Investment Management
Illinois
$7K +$110 +7 +2%
QCG
142
Quadrant Capital Group
Ohio
$7K +$4.07K +232 +139%
Barrow, Hanley, Mewhinney & Strauss
143
Barrow, Hanley, Mewhinney & Strauss
Texas
$7K +$4.58K +293 +189%
AF
144
Allworth Financial
California
$6K +$16 +1 +0.3%
SWM
145
Spire Wealth Management
Virginia
$6K +$98 +6 +2%
HI
146
Harbour Investments
Wisconsin
$5K – – –
JWA
147
JFS Wealth Advisors
Pennsylvania
$5K +$17 +1 +0.3%
ST
148
Smithfield Trust
Pennsylvania
$4K – – –
C
149
Covestor
United Kingdom
$4K +$3.69K +201 +1,182%
GWM
150
Geneos Wealth Management
Colorado
$2K -$680 -50 -25%
4 5
6
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