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Deluxe
DLX

Overview Fund Activity

169 hedge funds and large institutions have $624M invested in Deluxe in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-10
Holders Change %
-5.59%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
66
Reduced
53
Closed
33
Calls
$2.82M
Puts
$1.87M
Net Calls
+$950K
Net Calls Change
+$728K

Top Buyers

1
BCA
Boundary Creek Advisors
New York
+$13.8M
2
BCM
Bridgeway Capital Management
Texas
+$4.07M
3
Marshall Wace
Marshall Wace
United Kingdom
+$2.85M
4
Victory Capital Management
Victory Capital Management
Texas
+$2.47M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$1.91M

Top Sellers

1
DGI
Disciplined Growth Investors
Minnesota
-$12.7M
2
Millennium Management
Millennium Management
New York
-$10M
3
RA
Royce & Associates
New York
-$8.96M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$5.79M
5
PFC
Phocas Financial Corp
California
-$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Advisornet Financial
Minnesota
$2K – – –
HBW
152
Hazlett, Burt & Watson
West Virginia
$2K – – –
PA
153
Parallel Advisors
California
$2K +$2K +125 New
PP
154
PFS Partners
New Jersey
$1.67K – – –
WIM
155
Westside Investment Management
California
$1.19K +$20 +1,195 +2%
VCM
156
Versant Capital Management
Arizona
$1K -$6.77K -230 -87%
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +31 New
LC
158
Lindbrook Capital
California
$1K +$786 +33 +367%
PFBT
159
Parkside Financial Bank & Trust
Missouri
$1K +$897 +35 +875%
GWS
160
Glassman Wealth Services
Virginia
$1K +$1K +38 New
PTC
161
Private Trust Company
Ohio
$1K +$1K +58 New
WFA
162
Wipfli Financial Advisors
Wisconsin
$1K +$1K +82 New
SWA
163
Sutton Wealth Advisors
Florida
$366 +$100 +6 +38%
Millennium Management
164
Millennium Management
New York
– -$10M -462,075 Closed
PFC
165
Phocas Financial Corp
California
– -$3.13M -144,241 Closed
Luther King Capital Management (LKCM)
166
Luther King Capital Management (LKCM)
Texas
– -$1.7M -78,339 Closed
CCIA
167
Campbell & Co Investment Adviser
Maryland
– -$1.23M -56,698 Closed
Creative Planning
168
Creative Planning
Kansas
– -$839K -38,735 Closed
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
– -$826K -38,117 Closed
Balyasny Asset Management
170
Balyasny Asset Management
Illinois
– -$787K -36,324 Closed
Schroder Investment Management Group
171
Schroder Investment Management Group
United Kingdom
– -$769K -35,522 Closed
AG
172
Algert Global
California
– -$526K -24,258 Closed
SG Americas Securities
173
SG Americas Securities
New York
– -$412K -19,031 Closed
ECM
174
ExodusPoint Capital Management
New York
– -$376K -17,352 Closed
Voloridge Investment Management
175
Voloridge Investment Management
Florida
– -$366K -16,875 Closed
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