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172 hedge funds and large institutions have $622M invested in Deluxe in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 57

2% more funds holding

Funds holding: 169172 (+3)

0.4% more ownership

Funds ownership: 87.17%87.56% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $624M → $622M (-$2.2M)

49% less call options, than puts

Call options by funds: $705K | Put options by funds: $1.39M

Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
63
Reduced
57
Closed
22
Calls
$705K
Puts
$1.39M
Net Calls
-$686K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$2.67K +$2.79K +157 New
GWM
152
Geneos Wealth Management
Colorado
$2.5K
EWA
153
EverSource Wealth Advisors
Alabama
$2.48K +$2.6K +146 New
HI
154
Harbour Investments
Wisconsin
$2.04K -$1.78K -100 -45%
LC
155
Lindbrook Capital
California
$2K +$1.35K +76 +181%
HBW
156
Hazlett, Burt & Watson
West Virginia
$2K
PP
157
PFS Partners
New Jersey
$1.7K
WIM
158
Westside Investment Management
California
$1.32K +$114K +6,410 +9%
EI
159
Ellevest Inc
New York
$1.22K +$1.28K +72 New
FFA
160
Farther Finance Advisors
California
$1.05K +$1.1K +62 New
BTI
161
Blue Trust Inc
Georgia
$1K +$996 +56 New
PA
162
Parallel Advisors
California
$815 -$1.37K -77 -62%
FHA
163
First Horizon Advisors
Tennessee
$798 -$36 -2 -4%
AWM
164
Avior Wealth Management
Nebraska
$628
GGI
165
Godsey & Gibb Inc
Virginia
$560 +$587 +33 New
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$526
BAAM
167
Baker Avenue Asset Management
California
$391 +$409 +23 New
CS
168
Comerica Securities
Michigan
$306 +$320 +18 New
Allspring Global Investments
169
Allspring Global Investments
North Carolina
$305 +$320 +18 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$289 -$391 -22 -56%
RCAMU
171
Rothschild & Co Asset Management US
Connecticut
-$2.57M -154,384 Closed
BGIM
172
Brandywine Global Investment Management
Pennsylvania
-$2.14M -128,460 Closed
DGI
173
Disciplined Growth Investors
Minnesota
-$1.42M -85,200 Closed
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
-$1.07M -64,594 Closed
EIM
175
Essex Investment Management
Massachusetts
-$675K -40,537 Closed

DLX Hedge Fund Activity: Q4 2022 in Review

172 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2022, worth a combined $622M — down 0.35% from $624M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DLX positions and 22 closed out — a net gain of 6 holders — while 63 added to existing stakes and 57 trimmed.

The largest buyer was BlackRock, adding an estimated $5.64M. The largest seller was Goldman Sachs, cutting an estimated $5.68M.

  • 172 institutional investors held Deluxe (DLX) as of Q4 2022, up from 169 in Q3 2022.
  • Funds reported $622M of Deluxe stock for Q4 2022, down 0.35% quarter-over-quarter.
  • 28 funds opened new Deluxe positions in Q4 2022 and 22 closed out, a net change of +6 holders.
  • The largest Deluxe buyer in Q4 2022 was BlackRock, an estimated $5.64M added.
  • The largest Deluxe seller in Q4 2022 was Goldman Sachs, an estimated $5.68M sold.

Based on aggregated 13F filings for Q4 2022.