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Deluxe
DLX

Overview Fund Activity

166 hedge funds and large institutions have $654M invested in Deluxe in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-6
Holders Change %
-3.49%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
51
Reduced
66
Closed
24
Calls
$9.83M
Puts
$3.48M
Net Calls
+$6.35M
Net Calls Change
+$6.37M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$24.8M
2
BlackRock
2
BlackRock
New York
$126M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$11.9M
4
EF
4
Empowered Funds
Pennsylvania
$2.24M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$1.99M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.26M
2
FP
2
Foundry Partners
Minnesota
$0
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$9.55M
4
BCA
4
Boundary Creek Advisors
New York
$12.1M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K +$2.52K +145 +5%
AAM
127
Advisors Asset Management
Colorado
$51.7K -$192 -11 -0.4%
ACM
128
Aquatic Capital Management
Illinois
$51K +$7.03K +400 +16%
Federated Hermes
129
Federated Hermes
Pennsylvania
$43K -$2.41K -138 -5%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$41.5K +$6.49K +371 +19%
LC
131
Lindbrook Capital
California
$23.1K +$21.9K +1,255 +1,961%
CFB
132
Cullen/Frost Bankers
Texas
$21.7K +$402 +23 +2%
AAG
133
Armstrong Advisory Group
Massachusetts
$20.9K – – –
Fidelity Investments
134
Fidelity Investments
Massachusetts
$16.8K +$7.88K +451 +88%
TRCT
135
Tower Research Capital (TRC)
New York
$15.6K -$132K -7,578 -89%
EWA
136
EverSource Wealth Advisors
Alabama
$12.2K -$2.55K -146 -17%
SPIA
137
Steward Partners Investment Advisory
New York
$10.4K – – –
DZ Bank
138
DZ Bank
Germany
$9.21K +$9.21K +527 New
Barrow, Hanley, Mewhinney & Strauss
139
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.43K – – –
NSIM
140
North Star Investment Management
Illinois
$8.21K +$140 +8 +2%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.85K +104 +44%
JWA
142
JFS Wealth Advisors
Pennsylvania
$5.52K +$105 +6 +2%
CAL
143
Capital Advisors Ltd
Ohio
$5K +$4.12K +258 +469%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$4.67K +$4.39K +251 +1,569%
S
145
SignatureFD
Georgia
$4.41K +$1.66K +95 +61%
Allspring Global Investments
146
Allspring Global Investments
North Carolina
$4.4K +$4.4K +252 New
KFI
147
Key Financial Inc
Pennsylvania
$4.37K +$4.37K +250 New
VCM
148
Versant Capital Management
Arizona
$4K -$647 -37 -14%
IA
149
IFP Advisors
Florida
$3.5K – – –
C
150
Covestor
United Kingdom
$3K -$3.04K -150 -50%
4 5
6
7 8