DLX icon

Deluxe
DLX

Overview Fund Activity

173 hedge funds and large institutions have $829M invested in Deluxe in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
58
Reduced
67
Closed
16
Calls
$7.24M
Puts
$3.82M
Net Calls
+$3.42M
Net Calls Change
-$3.58M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.8M
2
Invesco
2
Invesco
Georgia
$16.8M
3
BlackRock
3
BlackRock
New York
$154M
4
American Century Companies
4
American Century Companies
Missouri
$62.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.5M

Top Sellers

1
BCA
1
Boundary Creek Advisors
New York
$0
2
MOACM
2
Mutual of America Capital Management
New York
$5.88M
3
State Street
3
State Street
Massachusetts
$35.7M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$39.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
151
Key Financial Inc
Pennsylvania
$5.36K – – –
S
152
SignatureFD
Georgia
$5.21K -$193 -9 -4%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$3.26K -$2.47K -115 -43%
GWM
154
Geneos Wealth Management
Colorado
$3.15K – – –
Bessemer Group
155
Bessemer Group
New Jersey
$3K +$3K +132 New
WIA
156
Wetzel Investment Advisors
Indiana
$3K +$3K +135 New
CTC
157
Central Trust Company
Missouri
$2.75K +$2.75K +128 New
HI
158
Harbour Investments
Wisconsin
$2.57K – – –
PA
159
Parallel Advisors
California
$2.27K – – –
HIA
160
Harbor Investment Advisory
Maryland
$2.15K – – –
PP
161
PFS Partners
New Jersey
$2.15K – – –
C
162
Covestor
United Kingdom
$2K -$541 -23 -21%
GI
163
GAMMA Investing
California
$1.87K +$1.87K +99 New
NMM
164
Naples Money Management
Florida
$1.72K +$1.72K +80 New
FFA
165
Farther Finance Advisors
California
$1.65K +$1.07K +50 +185%
MCM
166
Manchester Capital Management
Vermont
$1.31K -$1.4K -65 -52%
PWMG
167
Private Wealth Management Group
New Jersey
$1.18K +$1.18K +55 New
VCM
168
Versant Capital Management
Arizona
$1.01K -$3.9K -182 -79%
AF
169
Allworth Financial
California
$901 +$150 +7 +20%
AWM
170
Avior Wealth Management
Nebraska
$793 – – –
FMII
171
Farmers & Merchants Investments Inc
Nebraska
$665 – – –
FHA
172
First Horizon Advisors
Tennessee
$364 -$1.82K -85 -83%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$129 -$1.94K -90 -94%
BCA
174
Boundary Creek Advisors
New York
– -$5.96M -315,629 Closed
Marshall Wace
175
Marshall Wace
United Kingdom
– -$1.16M -61,494 Closed
4 5 6
7
8