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209 hedge funds and large institutions have $867M invested in Deluxe in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

28% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.21M

18% more capital invested

Capital invested by funds: $736M → $867M (+$131M)

4% more funds holding

Funds holding: 201209 (+8)

1.26% more ownership

Funds ownership: 85.4%86.66% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

Holders
209
Holders Change
+8
Holders Change %
+3.98%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
71
Reduced
66
Closed
24
Calls
$2.82M
Puts
$2.21M
Net Calls
+$609K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$115K -$773 -36 -0.7%
AIP
152
Ameritas Investment Partners
Nebraska
$97.7K
Osaic Holdings
153
Osaic Holdings
Arizona
$86.7K -$3.82K -178 -4%
TRCT
154
Tower Research Capital (TRC)
New York
$81.9K -$52.1K -2,425 -40%
ACM
155
Aquatic Capital Management
Illinois
$81.9K -$423K -19,675 -84%
KBC Group
156
KBC Group
Belgium
$73K +$27K +1,257 +63%
AAG
157
Armstrong Advisory Group
Massachusetts
$70.2K
Fidelity Investments
158
Fidelity Investments
Massachusetts
$65.7K -$6.42K -299 -9%
Federated Hermes
159
Federated Hermes
Pennsylvania
$58.8K +$5.39K +251 +11%
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.2K -$3.07K -143 -6%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$43K +$9.11K +424 +29%
SO
162
STRS Ohio
Ohio
$42.9K -$112K -5,200 -73%
WSFS
163
Wilmington Savings Fund Society
Delaware
$41.4K
SNB
164
Security National Bank
Nebraska
$40.7K
QL
165
Quarry LP
New York
$40.5K -$97.2K -4,523 -72%
TC
166
Truvestments Capital
Florida
$34.9K -$1.7K -79 -5%
CFB
167
Cullen/Frost Bankers
Texas
$30.6K +$387 +18 +1%
SAM
168
Smartleaf Asset Management
Massachusetts
$25.1K +$11.5K +534 +94%
HIM
169
Hillsdale Investment Management
Ontario, Canada
$21K +$20K +930 New
LC
170
Lindbrook Capital
California
$18.2K +$322 +15 +2%
LFG
171
Larson Financial Group
Missouri
$16K
S
172
SignatureFD
Georgia
$14.2K +$8.63K +402 +177%
SPIA
173
Steward Partners Investment Advisory
New York
$13.4K
EWA
174
EverSource Wealth Advisors
Alabama
$10.2K -$5.26K -245 -35%
W
175
WealthCollab
Washington
$10.2K

DLX Hedge Fund Activity: Q4 2024 in Review

209 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2024, worth a combined $867M — up 18% from $736M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DLX positions and 24 closed out — a net gain of 9 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was UBS Group, adding an estimated $4.93M. The largest seller was LSV Asset Management, cutting an estimated $4.23M.

  • 209 institutional investors held Deluxe (DLX) as of Q4 2024, up from 201 in Q3 2024.
  • Funds reported $867M of Deluxe stock for Q4 2024, up 18% quarter-over-quarter.
  • 33 funds opened new Deluxe positions in Q4 2024 and 24 closed out, a net change of +9 holders.
  • The largest Deluxe buyer in Q4 2024 was UBS Group, an estimated $4.93M added.
  • The largest Deluxe seller in Q4 2024 was LSV Asset Management, an estimated $4.23M sold.

Based on aggregated 13F filings for Q4 2024.