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169 hedge funds and large institutions have $702M invested in Deluxe in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.9M

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $654M → $702M (+$47.6M)

2% more funds holding

Funds holding: 166169 (+3)

0.97% less ownership

Funds ownership: 86.16%85.19% (-0.97%)

7% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
54
Reduced
58
Closed
14
Calls
$10.9M
Puts
$3.9M
Net Calls
+$7M
Net Calls Change
+$649K
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$4.76K
KFI
152
Key Financial Inc
Pennsylvania
$4.72K
VCM
153
Versant Capital Management
Arizona
$4.33K
IA
154
IFP Advisors
Florida
$3.78K
GWM
155
Geneos Wealth Management
Colorado
$2.78K
MCM
156
Manchester Capital Management
Vermont
$2.38K +$2.44K +126 New
HI
157
Harbour Investments
Wisconsin
$2.27K
PA
158
Parallel Advisors
California
$2K
C
159
Covestor
United Kingdom
$2K -$776 -40 -27%
FHA
160
First Horizon Advisors
Tennessee
$1.93K +$912 +47 +85%
HIA
161
Harbor Investment Advisory
Maryland
$1.89K
PP
162
PFS Partners
New Jersey
$1.89K
PFBT
163
Parkside Financial Bank & Trust
Missouri
$1.81K
BAAM
164
Baker Avenue Asset Management
California
$1.32K
AWM
165
Avior Wealth Management
Nebraska
$698
AF
166
Allworth Financial
California
$662
GGI
167
Godsey & Gibb Inc
Virginia
$624
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$586
FFA
169
Farther Finance Advisors
California
$510
RA
170
Royce & Associates
New York
-$759K -43,440 Closed
OQS
171
Occudo Quantitative Strategies
Florida
-$531K -30,392 Closed
SIM
172
SummerHaven Investment Management
Connecticut
-$526K -30,105 Closed
SSA
173
Schonfeld Strategic Advisors
New York
-$231K -13,227 Closed
E
174
Ergoteles
New York
-$225K -12,878 Closed
ECM
175
Everence Capital Management
Indiana
-$195K -12,780 Closed

DLX Hedge Fund Activity: Q3 2023 in Review

169 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2023, worth a combined $702M — up 7.3% from $654M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DLX positions and 14 closed out — a net gain of 4 holders — while 54 added to existing stakes and 58 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.86M. The largest seller was Boundary Creek Advisors, cutting an estimated $7.27M.

  • 169 institutional investors held Deluxe (DLX) as of Q3 2023, up from 166 in Q2 2023.
  • Funds reported $702M of Deluxe stock for Q3 2023, up 7.3% quarter-over-quarter.
  • 18 funds opened new Deluxe positions in Q3 2023 and 14 closed out, a net change of +4 holders.
  • The largest Deluxe buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $3.86M added.
  • The largest Deluxe seller in Q3 2023 was Boundary Creek Advisors, an estimated $7.27M sold.

Based on aggregated 13F filings for Q3 2023.