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Deluxe
DLX

Overview Fund Activity

172 hedge funds and large institutions have $600M invested in Deluxe in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
–
Holders Change %
0%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
56
Reduced
61
Closed
24
Calls
$758K
Puts
$778K
Net Calls
-$20K
Net Calls Change
+$666K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.14M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$20.2M
3
FP
3
Foundry Partners
Minnesota
$2.51M
4
Charles Schwab
4
Charles Schwab
California
$16.2M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$5.22M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$1.47M
2
BlackRock
2
BlackRock
New York
$113M
3
VRS
3
Virginia Retirement Systems
Virginia
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Franklin Resources
5
Franklin Resources
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
151
TCI Wealth Advisors
Arizona
$5.15K -$2.8K -175 -35%
C
152
Covestor
United Kingdom
$5K -$101 -6 -2%
JWA
153
JFS Wealth Advisors
Pennsylvania
$4.97K +$80 +5 +2%
VCM
154
Versant Capital Management
Arizona
$4.2K -$9.54K -604 -69%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.76K -103 -31%
S
156
SignatureFD
Georgia
$2.51K – – –
GWM
157
Geneos Wealth Management
Colorado
$2.35K – – –
HI
158
Harbour Investments
Wisconsin
$1.92K – – –
PP
159
PFS Partners
New Jersey
$1.6K – – –
Group One Trading
160
Group One Trading
Illinois
$1.52K +$1.52K +95 New
LC
161
Lindbrook Capital
California
$1.02K -$864 -54 -46%
CAL
162
Capital Advisors Ltd
Ohio
$1K +$1K +55 New
FHA
163
First Horizon Advisors
Tennessee
$800 +$48 +3 +6%
AWM
164
Avior Wealth Management
Nebraska
$592 – – –
GGI
165
Godsey & Gibb Inc
Virginia
$528 – – –
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$496 – – –
BIA
167
Bell Investment Advisors
California
$496 +$496 +31 New
FFA
168
Farther Finance Advisors
California
$432 -$560 -35 -56%
RI
169
Ridgewood Investments
New Jersey
$308 +$308 +19 New
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$256 -$80 -5 -24%
ECM
171
Everence Capital Management
Indiana
$204 +$204 +12,780 New
PTC
172
Private Trust Company
Ohio
$176 +$176 +11 New
VRS
173
Virginia Retirement Systems
Virginia
– -$3.71M -218,700 Closed
Marshall Wace
174
Marshall Wace
United Kingdom
– -$2.78M -163,975 Closed
Franklin Resources
175
Franklin Resources
California
– -$2.67M -157,495 Closed
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