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202 hedge funds and large institutions have $1.87B invested in Deluxe in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $9.87M | Put options by funds: $2.7M

18% more capital invested

Capital invested by funds: $1.58B → $1.87B (+$285M)

2.93% more ownership

Funds ownership: 89.87%92.79% (+2.9%)

1% less funds holding

Funds holding: 204202 (-2)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

30% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
202
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
61
Reduced
87
Closed
22
Calls
$9.87M
Puts
$2.7M
Net Calls
+$7.17M
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
151
Argyle Capital Management
Pennsylvania
$239K
CGH
152
Crossmark Global Holdings
Texas
$227K -$1.35K -30 -0.6%
CIBC Asset Management
153
CIBC Asset Management
Ontario, Canada
$224K +$211K +4,683 New
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$214K -$1.05M -23,343 -84%
Squarepoint
155
Squarepoint
New York
$211K -$261K -5,786 -57%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$210K -$695K -15,445 -78%
BSW
157
Buckingham Strategic Wealth
Missouri
$210K -$29.3K -651 -13%
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$208K +$196K +4,363 New
SB
159
Simmons Bank
Arkansas
$208K +$196K +4,363 New
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$206K
Group One Trading
161
Group One Trading
Illinois
$182K +$162K +3,605 +1,821%
TI
162
Truehand Inc
New Hampshire
$160K
AIP
163
Ameritas Investment Partners
Nebraska
$158K -$10.4K -230 -7%
HI
164
Harbour Investments
Wisconsin
$126K +$45 +1 +0%
William Blair Investment Management
165
William Blair Investment Management
Illinois
$111K +$105K +2,330 New
SG Americas Securities
166
SG Americas Securities
New York
$106K -$294K -6,521 -75%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$100K -$17.1K -379 -15%
TRCT
168
Tower Research Capital (TRC)
New York
$93K -$289K -6,422 -77%
FC
169
FORA Capital
Florida
$88K +$82.9K +1,841 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$47K +$901 +20 +2%
BCV
171
Banque Cantonale Vaudoise
Switzerland
$36K +$34.1K +758 New
NFG
172
Next Financial Group
Texas
$33K
SWM
173
Spire Wealth Management
Virginia
$33K +$180 +4 +0.6%
Barrow, Hanley, Mewhinney & Strauss
174
Barrow, Hanley, Mewhinney & Strauss
Texas
$27K -$9.1K -202 -27%
SWA
175
Sutton Wealth Advisors
Florida
$26.3K

DLX Hedge Fund Activity: Q2 2021 in Review

202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2021, worth a combined $1.87B — up 18% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of DLX and 20 opened new positions — a net loss of 2 holders — while 87 trimmed existing stakes and 61 added.

The largest buyer was Select Equity Group, opening a new position worth an estimated $80.2M. The largest seller was Wells Fargo, cutting an estimated $24.7M.

  • 202 institutional investors held Deluxe (DLX) as of Q2 2021, down from 204 in Q1 2021.
  • Funds reported $1.87B of Deluxe stock for Q2 2021, up 18% quarter-over-quarter.
  • 20 funds opened new Deluxe positions in Q2 2021 and 22 closed out, a net change of -2 holders.
  • The largest Deluxe buyer in Q2 2021 was Select Equity Group, an estimated $80.2M added.
  • The largest Deluxe seller in Q2 2021 was Wells Fargo, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2021.