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Deluxe
DLX

Overview Fund Activity

188 hedge funds and large institutions have $781M invested in Deluxe in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+15
Holders Change %
+8.67%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
47
Reduced
70
Closed
12
Calls
$1.8M
Puts
$1.17M
Net Calls
+$628K
Net Calls Change
-$2.79M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$106M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$39.5M
3
Franklin Resources
3
Franklin Resources
California
$3.21M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.25M
5
Cerity Partners
5
Cerity Partners
New York
$1.18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.9M
2
MOACM
2
Mutual of America Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.94M
4
American Century Companies
4
American Century Companies
Missouri
$57.1M
5
BlackRock
5
BlackRock
New York
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$26.8K -$659 -32 -2%
CFB
152
Cullen/Frost Bankers
Texas
$26.8K +$412 +20 +2%
LC
153
Lindbrook Capital
California
$26.5K – – –
TRCT
154
Tower Research Capital (TRC)
New York
$26.4K -$293K -14,209 -92%
EWA
155
EverSource Wealth Advisors
Alabama
$13.8K – – –
SPIA
156
Steward Partners Investment Advisory
New York
$12.3K – – –
Barrow, Hanley, Mewhinney & Strauss
157
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.5K – – –
NSIM
158
North Star Investment Management
Illinois
$10.1K +$165 +8 +2%
W
159
WealthCollab
Washington
$9.27K – – –
PS
160
Principal Securities
Iowa
$8.57K -$12.8K -620 -60%
JWA
161
JFS Wealth Advisors
Pennsylvania
$6.81K +$103 +5 +2%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$6K -$28.6K -1,277 -83%
CAL
163
Capital Advisors Ltd
Ohio
$6K – – –
KFI
164
Key Financial Inc
Pennsylvania
$5.15K – – –
S
165
SignatureFD
Georgia
$5K – – –
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$3.13K – – –
GWM
167
Geneos Wealth Management
Colorado
$3.03K – – –
Bessemer Group
168
Bessemer Group
New Jersey
$3K – – –
HI
169
Harbour Investments
Wisconsin
$2.47K – – –
GI
170
GAMMA Investing
California
$2.2K +$165 +8 +8%
PA
171
Parallel Advisors
California
$2.18K – – –
PP
172
PFS Partners
New Jersey
$2.06K – – –
HIA
173
Harbor Investment Advisory
Maryland
$2.06K – – –
AF
174
Advisornet Financial
Minnesota
$2.06K +$2.06K +100 New
NMM
175
Naples Money Management
Florida
$1.65K – – –
4 5 6
7
8