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201 hedge funds and large institutions have $736M invested in Deluxe in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $801K

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

1% more funds holding

Funds holding: 199201 (+2)

0.6% less ownership

Funds ownership: 86.01%85.4% (-0.6%)

14% less capital invested

Capital invested by funds: $851M → $736M (-$115M)

Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
69
Reduced
62
Closed
24
Calls
$1.52M
Puts
$801K
Net Calls
+$717K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
151
Wilmington Savings Fund Society
Delaware
$35.7K +$38.2K +1,832 New
SNB
152
Security National Bank
Nebraska
$35.1K
TC
153
Truvestments Capital
Florida
$31.6K +$33.9K +1,623 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$29K -$5.74K -275 -16%
CFB
155
Cullen/Frost Bankers
Texas
$26.1K +$396 +19 +1%
QT
156
Quantbot Technologies
New York
$16.4K +$17.5K +840 New
LC
157
Lindbrook Capital
California
$15.4K -$10.3K -496 -39%
BTI
158
Blue Trust Inc
Georgia
$14.8K +$12.4K +594 +914%
LFG
159
Larson Financial Group
Missouri
$13.8K
EWA
160
EverSource Wealth Advisors
Alabama
$13.6K
SPIA
161
Steward Partners Investment Advisory
New York
$11.6K
SAM
162
Smartleaf Asset Management
Massachusetts
$10.9K +$6.84K +328 +136%
AAP
163
Arax Advisory Partners
Colorado
$10.2K
NC
164
nVerses Capital
Florida
$9.74K +$10.4K +500 New
W
165
WealthCollab
Washington
$8.77K
Barrow, Hanley, Mewhinney & Strauss
166
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.77K -$1.27K -61 -12%
JWA
167
JFS Wealth Advisors
Pennsylvania
$6.63K +$104 +5 +1%
CAL
168
Capital Advisors Ltd
Ohio
$6K
Simplex Trading
169
Simplex Trading
Illinois
$6K +$7.26K +348 New
KFI
170
Key Financial Inc
Pennsylvania
$4.87K
PS
171
Principal Securities
Iowa
$4.78K -$7.8K -374 -60%
S
172
SignatureFD
Georgia
$4.42K -$334 -16 -7%
GWM
173
Geneos Wealth Management
Colorado
$3.84K
HI
174
Harbour Investments
Wisconsin
$3.51K +$1.25K +60 +50%
UB
175
UMB Bank
Missouri
$3.06K +$2.21K +106 +208%

DLX Hedge Fund Activity: Q3 2024 in Review

201 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2024, worth a combined $736M — down 14% from $851M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DLX positions and 24 closed out — a net gain of 3 holders — while 69 added to existing stakes and 62 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $5.38M. The largest seller was American Century Companies, cutting an estimated $7.52M.

  • 201 institutional investors held Deluxe (DLX) as of Q3 2024, up from 199 in Q2 2024.
  • Funds reported $736M of Deluxe stock for Q3 2024, down 14% quarter-over-quarter.
  • 27 funds opened new Deluxe positions in Q3 2024 and 24 closed out, a net change of +3 holders.
  • The largest Deluxe buyer in Q3 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $5.38M added.
  • The largest Deluxe seller in Q3 2024 was American Century Companies, an estimated $7.52M sold.

Based on aggregated 13F filings for Q3 2024.