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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

182% more call options, than puts

Call options by funds: $9.83M | Put options by funds: $3.48M

9% more capital invested

Capital invested by funds: $600M → $654M (+$54.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 86.64%86.16% (-0.48%)

3% less funds holding

Funds holding: 172166 (-6)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

23% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 66

Holders
166
Holders Change
-6
Holders Change %
-3.49%
% of All Funds
2.61%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K +$2.27K +145 +5%
AAM
127
Advisors Asset Management
Colorado
$51.7K -$173 -11 -0.4%
ACM
128
Aquatic Capital Management
Illinois
$51K +$6.28K +400 +16%
Federated Hermes
129
Federated Hermes
Pennsylvania
$43K -$2.17K -138 -5%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$41.5K +$5.82K +371 +19%
LC
131
Lindbrook Capital
California
$23.1K +$19.7K +1,255 +1,961%
CFB
132
Cullen/Frost Bankers
Texas
$21.7K +$361 +23 +2%
AAG
133
Armstrong Advisory Group
Massachusetts
$20.9K
Fidelity Investments
134
Fidelity Investments
Massachusetts
$16.8K +$7.08K +451 +88%
TRCT
135
Tower Research Capital (TRC)
New York
$15.6K -$119K -7,578 -89%
EWA
136
EverSource Wealth Advisors
Alabama
$12.2K -$2.29K -146 -17%
SPIA
137
Steward Partners Investment Advisory
New York
$10.4K
DZ Bank
138
DZ Bank
Germany
$9.21K +$8.27K +527 New
Barrow, Hanley, Mewhinney & Strauss
139
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.43K
NSIM
140
North Star Investment Management
Illinois
$8.21K +$126 +8 +2%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.63K +104 +44%
JWA
142
JFS Wealth Advisors
Pennsylvania
$5.52K +$94 +6 +2%
CAL
143
Capital Advisors Ltd
Ohio
$5K +$4.05K +258 +469%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$4.67K +$3.94K +251 +1,569%
S
145
SignatureFD
Georgia
$4.41K +$1.49K +95 +61%
Allspring Global Investments
146
Allspring Global Investments
North Carolina
$4.4K +$3.96K +252 New
KFI
147
Key Financial Inc
Pennsylvania
$4.37K +$3.92K +250 New
VCM
148
Versant Capital Management
Arizona
$4K -$581 -37 -14%
IA
149
IFP Advisors
Florida
$3.5K
C
150
Covestor
United Kingdom
$3K -$2.35K -150 -50%

DLX Hedge Fund Activity: Q2 2023 in Review

166 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2023, worth a combined $654M — up 9.1% from $600M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of DLX and 19 opened new positions — a net loss of 5 holders — while 66 trimmed existing stakes and 51 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.49M. The largest seller was Goldman Sachs, cutting an estimated $6.39M.

  • 166 institutional investors held Deluxe (DLX) as of Q2 2023, down from 172 in Q1 2023.
  • Funds reported $654M of Deluxe stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 19 funds opened new Deluxe positions in Q2 2023 and 24 closed out, a net change of -5 holders.
  • The largest Deluxe buyer in Q2 2023 was Dimensional Fund Advisors, an estimated $2.49M added.
  • The largest Deluxe seller in Q2 2023 was Goldman Sachs, an estimated $6.39M sold.

Based on aggregated 13F filings for Q2 2023.