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202 hedge funds and large institutions have $1.24B invested in Deluxe in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $465K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

9% more funds holding

Funds holding: 186202 (+16)

0.76% less ownership

Funds ownership: 92.17%91.41% (-0.76%)

12% less capital invested

Capital invested by funds: $1.4B → $1.24B (-$164M)

18% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 77

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
63
Reduced
77
Closed
10
Calls
$1.27M
Puts
$465K
Net Calls
+$806K
Net Calls Change
-$3.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
151
Federated Hermes
Pennsylvania
$111K -$82.2K -2,330 -40%
TI
152
Truehand Inc
New Hampshire
$108K
GCM
153
Gladius Capital Management
Illinois
$108K +$118K +3,339 New
QT
154
Quantbot Technologies
New York
$106K -$52.5K -1,488 -31%
AIP
155
Ameritas Investment Partners
Nebraska
$106K
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$83K +$24.8K +702 +38%
PHK
157
Point72 Hong Kong
Hong Kong
$81K -$12.2K -346 -12%
Barrow, Hanley, Mewhinney & Strauss
158
Barrow, Hanley, Mewhinney & Strauss
Texas
$61K +$47.8K +1,355 +244%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$41K -$35.8K -1,016 -44%
BCV
160
Banque Cantonale Vaudoise
Switzerland
$39K
NFG
161
Next Financial Group
Texas
$22K
SWA
162
Sutton Wealth Advisors
Florida
$18.1K +$423 +12 +2%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$14K -$14.4K -409 -48%
NSIM
164
North Star Investment Management
Illinois
$14K +$141 +4 +0.9%
ACM
165
Aquatic Capital Management
Illinois
$13K +$14.1K +400 New
AF
166
Advisornet Financial
Minnesota
$12K
SWM
167
Spire Wealth Management
Virginia
$11K -$12.3K -349 -50%
JWA
168
JFS Wealth Advisors
Pennsylvania
$9K +$106 +3 +1%
VCM
169
Versant Capital Management
Arizona
$8K +$529 +15 +6%
VRS
170
Virginia Retirement Systems
Virginia
$7.27K -$399K -11,300 -5%
HI
171
Harbour Investments
Wisconsin
$7K -$99.7K -2,827 -93%
PCG
172
Private Capital Group
Connecticut
$6K -$1.27K -36 -17%
GWM
173
Geneos Wealth Management
Colorado
$6K
GLLW
174
Graves Light Lenhart Wealth
Virginia
$6K
IA
175
IFP Advisors
Florida
$6K

DLX Hedge Fund Activity: Q4 2021 in Review

202 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2021, worth a combined $1.24B — down 12% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DLX positions and 10 closed out — a net gain of 17 holders — while 63 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $8.27M. The largest seller was Select Equity Group, cutting an estimated $10.2M.

  • 202 institutional investors held Deluxe (DLX) as of Q4 2021, up from 186 in Q3 2021.
  • Funds reported $1.24B of Deluxe stock for Q4 2021, down 12% quarter-over-quarter.
  • 27 funds opened new Deluxe positions in Q4 2021 and 10 closed out, a net change of +17 holders.
  • The largest Deluxe buyer in Q4 2021 was BlackRock, an estimated $8.27M added.
  • The largest Deluxe seller in Q4 2021 was Select Equity Group, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.