DLX icon

Deluxe
DLX

Overview Fund Activity

200 hedge funds and large institutions have $733M invested in Deluxe in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
–
Holders Change %
0%
% 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
61
Closed
26
Calls
$1.52M
Puts
$801K
Net Calls
+$717K
Net Calls Change
+$15K

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$42.2M
2
Goldman Sachs
Goldman Sachs
New York
$12.3M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$42.6M
4
AC
Arjuna Capital
North Carolina
$1.49M
5
JAM
Jupiter Asset Management
United Kingdom
$1.43M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$33.5M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$8.98M
3
Franklin Resources
Franklin Resources
California
$0
4
Lazard Asset Management
Lazard Asset Management
New York
$1.91M
5
Charles Schwab
Charles Schwab
California
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNB
151
Security National Bank
Nebraska
$35.1K – – –
TC
152
Truvestments Capital
Florida
$31.6K +$31.6K +1,623 New
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$29K -$5.38K -275 -16%
CFB
154
Cullen/Frost Bankers
Texas
$26.1K +$370 +19 +1%
QT
155
Quantbot Technologies
New York
$16.4K +$16.4K +840 New
LC
156
Lindbrook Capital
California
$15.4K -$9.67K -496 -39%
BTI
157
Blue Trust Inc
Georgia
$14.8K +$13.3K +594 +914%
LFG
158
Larson Financial Group
Missouri
$13.8K – – –
EWA
159
EverSource Wealth Advisors
Alabama
$13.6K – – –
SPIA
160
Steward Partners Investment Advisory
New York
$11.6K – – –
SAM
161
Smartleaf Asset Management
Massachusetts
$10.9K +$6.3K +328 +136%
AAP
162
Arax Advisory Partners
Colorado
$10.2K – – –
NC
163
nVerses Capital
Florida
$9.75K +$9.75K +500 New
W
164
WealthCollab
Washington
$8.77K – – –
Barrow, Hanley, Mewhinney & Strauss
165
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.77K -$1.19K -61 -12%
JWA
166
JFS Wealth Advisors
Pennsylvania
$6.63K +$98 +5 +1%
CAL
167
Capital Advisors Ltd
Ohio
$6K – – –
Simplex Trading
168
Simplex Trading
Illinois
$6K +$6K +348 New
KFI
169
Key Financial Inc
Pennsylvania
$4.87K – – –
PS
170
Principal Securities
Iowa
$4.78K -$7.29K -374 -60%
S
171
SignatureFD
Georgia
$4.42K -$312 -16 -7%
GWM
172
Geneos Wealth Management
Colorado
$3.84K – – –
HI
173
Harbour Investments
Wisconsin
$3.51K +$1.17K +60 +50%
UB
174
UMB Bank
Missouri
$3.06K +$2.07K +106 +208%
SCM
175
Sterling Capital Management
North Carolina
$3.02K +$3.02K +155 New
5 6
7
8 9