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166 hedge funds and large institutions have $654M invested in Deluxe in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $9.83M | Put options by funds: $3.48M

9% more capital invested

Capital invested by funds: $600M → $654M (+$54.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 86.64%86.16% (-0.48%)

3% less funds holding

Funds holding: 172166 (-6)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

23% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 66

Holders
166
Holders Change
-6
Holders Change %
-3.49%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
51
Reduced
66
Closed
24
Calls
$9.83M
Puts
$3.48M
Net Calls
+$6.35M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$2.57K
HI
152
Harbour Investments
Wisconsin
$2.1K
PA
153
Parallel Advisors
California
$1.85K +$1.66K +106 New
PP
154
PFS Partners
New Jersey
$1.75K
HIA
155
Harbor Investment Advisory
Maryland
$1.75K +$1.57K +100 New
PFBT
156
Parkside Financial Bank & Trust
Missouri
$1.68K +$1.51K +96 New
BAAM
157
Baker Avenue Asset Management
California
$1.22K +$1.1K +70 New
BTI
158
Blue Trust Inc
Georgia
$1K -$9.93K -633 -95%
FHA
159
First Horizon Advisors
Tennessee
$961 +$78 +5 +10%
AWM
160
Avior Wealth Management
Nebraska
$646
AF
161
Allworth Financial
California
$612 +$549 +35 New
GGI
162
Godsey & Gibb Inc
Virginia
$577
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$542
FFA
164
Farther Finance Advisors
California
$472
RI
165
Ridgewood Investments
New Jersey
$337
ECM
166
EMC Capital Management
Texas
$154 -$29.7K -1,895 -39%
FP
167
Foundry Partners
Minnesota
-$2.51M -156,687 Closed
CSS
168
Cubist Systematic Strategies
Connecticut
-$973K -60,789 Closed
GCP
169
GSA Capital Partners
United Kingdom
-$823K -51,414 Closed
Millennium Management
170
Millennium Management
New York
-$671K -41,954 Closed
Renaissance Technologies
171
Renaissance Technologies
New York
-$547K -34,200 Closed
ETC
172
Exchange Traded Concepts
Oklahoma
-$404K -25,220 Closed
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
-$333K -20,792 Closed
EGM
174
Engineers Gate Manager
New York
-$279K -17,417 Closed
RP
175
Riverbridge Partners
Minnesota
-$264K -16,499 Closed

DLX Hedge Fund Activity: Q2 2023 in Review

166 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2023, worth a combined $654M — up 9.1% from $600M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of DLX and 19 opened new positions — a net loss of 5 holders — while 66 trimmed existing stakes and 51 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.49M. The largest seller was Goldman Sachs, cutting an estimated $6.39M.

  • 166 institutional investors held Deluxe (DLX) as of Q2 2023, down from 172 in Q1 2023.
  • Funds reported $654M of Deluxe stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 19 funds opened new Deluxe positions in Q2 2023 and 24 closed out, a net change of -5 holders.
  • The largest Deluxe buyer in Q2 2023 was Dimensional Fund Advisors, an estimated $2.49M added.
  • The largest Deluxe seller in Q2 2023 was Goldman Sachs, an estimated $6.39M sold.

Based on aggregated 13F filings for Q2 2023.