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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: 188199 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CANY
126
Caxton Associates (New York)
New York
$231K +$219K +10,264 New
ECM
127
Evergreen Capital Management
Washington
$222K +$727 +34 +0.3%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$221K +$210K +9,848 New
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$213K +$203K +9,491 New
GAM
130
Gotham Asset Management
New York
$202K +$192K +8,997 New
Stifel Financial
131
Stifel Financial
Missouri
$200K +$190K +8,910 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$177K -$2.76K -129 -2%
SO
133
STRS Ohio
Ohio
$159K -$175K -8,200 -54%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$158K
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$150K
QCG
136
Quadrant Capital Group
Ohio
$122K -$1.71K -80 -1%
ECM
137
EMC Capital Management
Texas
$122K
DekaBank Deutsche Girozentrale
138
DekaBank Deutsche Girozentrale
Germany
$116K -$373K -17,475 -77%
Mitsubishi UFJ Asset Management
139
Mitsubishi UFJ Asset Management
Japan
$112K +$3.46K +162 +3%
AIP
140
Ameritas Investment Partners
Nebraska
$97.2K
Osaic Holdings
141
Osaic Holdings
Arizona
$81.3K -$29K -1,355 -27%
AAG
142
Armstrong Advisory Group
Massachusetts
$69.8K
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$56.8K -$5.77K -270 -10%
ACM
144
Aquatic Capital Management
Illinois
$53.9K -$36.3K -1,700 -41%
Federated Hermes
145
Federated Hermes
Pennsylvania
$50.8K +$17.3K +811 +56%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$45.8K +$15.8K +738 +57%
KBC Group
147
KBC Group
Belgium
$44K
SNB
148
Security National Bank
Nebraska
$40.5K +$38.5K +1,803 New
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$39K +$31.8K +1,489 +556%
IC
150
Innealta Capital
Texas
$30K +$28.6K +1,336 New

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.