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Deluxe
DLX

Overview Fund Activity

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
Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.69%
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

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$30.6M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$3.04M
3
Prudential Financial
3
Prudential Financial
New Jersey
$5.79M
4
Axa
4
Axa
France
$1.66M
5
AG
5
Algert Global
California
$1.66M

Top Sellers

1
BCA
1
Boundary Creek Advisors
New York
$5.96M
2
BlackRock
2
BlackRock
New York
$130M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.49M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$24.9M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$2.38K +126 New
HI
157
Harbour Investments
Wisconsin
$2.27K – – –
PA
158
Parallel Advisors
California
$2K – – –
C
159
Covestor
United Kingdom
$2K -$741 -40 -27%
FHA
160
First Horizon Advisors
Tennessee
$1.93K +$887 +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
4 5 6
7
8