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169 hedge funds and large institutions have $702M invested in Deluxe in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.9M

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $654M → $702M (+$47.6M)

2% more funds holding

Funds holding: 166169 (+3)

0.97% less ownership

Funds ownership: 86.16%85.19% (-0.97%)

7% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
54
Reduced
58
Closed
14
Calls
$10.9M
Puts
$3.9M
Net Calls
+$7M
Net Calls Change
+$649K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
126
EMC Capital Management
Texas
$92K +$36.8K +1,895 +63%
TRCT
127
Tower Research Capital (TRC)
New York
$88.5K +$73.6K +3,793 +424%
AIP
128
Ameritas Investment Partners
Nebraska
$81.7K +$19.9K +1,024 +31%
PI
129
PEAK6 Investments
Illinois
$76.1K -$87.8K -4,527 -53%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$58K -$1.88K -97 -3%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$51.2K +$6.59K +340 +14%
Federated Hermes
132
Federated Hermes
Pennsylvania
$48.9K +$2.5K +129 +5%
Allspring Global Investments
133
Allspring Global Investments
North Carolina
$47.3K +$43.7K +2,251 +893%
Walleye Capital
134
Walleye Capital
New York
$42.2K -$75.9K -3,911 -64%
KBC Group
135
KBC Group
Belgium
$37K -$31.7K -1,635 -45%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$26K +$20.6K +1,062 +314%
LC
137
Lindbrook Capital
California
$24.9K
CFB
138
Cullen/Frost Bankers
Texas
$23.8K +$349 +18 +1%
AAG
139
Armstrong Advisory Group
Massachusetts
$22.6K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$20.2K +$2.11K +109 +11%
HPC
141
HM Payson & Co
Maine
$14.2K +$14.5K +750 New
EWA
142
EverSource Wealth Advisors
Alabama
$13.2K
SPIA
143
Steward Partners Investment Advisory
New York
$11.2K
Barrow, Hanley, Mewhinney & Strauss
144
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.11K
NSIM
145
North Star Investment Management
Illinois
$9K +$136 +7 +1%
ACM
146
Aquatic Capital Management
Illinois
$8K -$48.5K -2,500 -86%
QL
147
Quarry LP
New York
$7.2K +$7.39K +381 New
JWA
148
JFS Wealth Advisors
Pennsylvania
$6.06K +$97 +5 +2%
CAL
149
Capital Advisors Ltd
Ohio
$6K
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$5.04K

DLX Hedge Fund Activity: Q3 2023 in Review

169 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2023, worth a combined $702M — up 7.3% from $654M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DLX positions and 14 closed out — a net gain of 4 holders — while 54 added to existing stakes and 58 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.86M. The largest seller was Boundary Creek Advisors, cutting an estimated $7.27M.

  • 169 institutional investors held Deluxe (DLX) as of Q3 2023, up from 166 in Q2 2023.
  • Funds reported $702M of Deluxe stock for Q3 2023, up 7.3% quarter-over-quarter.
  • 18 funds opened new Deluxe positions in Q3 2023 and 14 closed out, a net change of +4 holders.
  • The largest Deluxe buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $3.86M added.
  • The largest Deluxe seller in Q3 2023 was Boundary Creek Advisors, an estimated $7.27M sold.

Based on aggregated 13F filings for Q3 2023.