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198 hedge funds and large institutions have $1.1B invested in Deluxe in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $1.53M

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $976M → $1.1B (+$124M)

5% more funds holding

Funds holding: 189198 (+9)

0.63% less ownership

Funds ownership: 90.77%90.14% (-0.63%)

22% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 77

Holders
198
Holders Change
+9
Holders Change %
+4.76%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
60
Reduced
77
Closed
21
Calls
$2.2M
Puts
$1.53M
Net Calls
+$668K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
176
Meeder Asset Management
Ohio
$9K -$270K -10,485 -97%
ADIM
177
Alpha DNA Investment Management
Maryland
$9K +$8.54K +331 New
JWA
178
JFS Wealth Advisors
Pennsylvania
$8K +$77 +3 +1%
IA
179
IFP Advisors
Florida
$6K
PCG
180
Private Capital Group
Connecticut
$6K
ST
181
Smithfield Trust
Pennsylvania
$6K
CA
182
Clearstead Advisors
Ohio
$6K +$5.16K +200 New
GLLW
183
Graves Light Lenhart Wealth
Virginia
$6K +$5.16K +200 New
SPIA
184
Steward Partners Investment Advisory
New York
$5K -$2.4K -93 -33%
VCM
185
Versant Capital Management
Arizona
$4K -$52 -2 -1%
GAM
186
Gemmer Asset Management
California
$4K
HWM
187
HighMark Wealth Management
Minnesota
$4K +$26 +1 +0.7%
PFBT
188
Parkside Financial Bank & Trust
Missouri
$4K +$2.4K +93 +321%
HNB
189
Huntington National Bank
Ohio
$3K
AssetMark Inc
190
AssetMark Inc
California
$2K
ACM
191
AUA Capital Management
Pennsylvania
$2K
GWM
192
Geneos Wealth Management
Colorado
$2K
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.8K +70 New
WIM
194
Westside Investment Management
California
$1.63K +$299K +11,590 +26%
AIG
195
American International Group
New York
$1.41K -$31.5K -1,222 -2%
SFS
196
Sowell Financial Services
Arkansas
$1K
SOMRS
197
State of Michigan Retirement System
Michigan
-$22.5M -873,100 Closed
Hotchkis & Wiley Capital Management
198
Hotchkis & Wiley Capital Management
California
-$2.33M -90,615 Closed
State of New Jersey Common Pension Fund D
199
State of New Jersey Common Pension Fund D
New Jersey
-$1.97M -76,440 Closed
MSL
200
Mackay Shields LLC
New York
-$996K -38,700 Closed

DLX Hedge Fund Activity: Q4 2020 in Review

198 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2020, worth a combined $1.1B — up 13% from $976M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DLX positions and 21 closed out — a net gain of 9 holders — while 60 added to existing stakes and 77 trimmed.

The largest buyer was American Century Companies, adding an estimated $16.7M. The largest seller was State of Michigan Retirement System, exiting entirely with an estimated $22.5M sold.

  • 198 institutional investors held Deluxe (DLX) as of Q4 2020, up from 189 in Q3 2020.
  • Funds reported $1.1B of Deluxe stock for Q4 2020, up 13% quarter-over-quarter.
  • 30 funds opened new Deluxe positions in Q4 2020 and 21 closed out, a net change of +9 holders.
  • The largest Deluxe buyer in Q4 2020 was American Century Companies, an estimated $16.7M added.
  • The largest Deluxe seller in Q4 2020 was State of Michigan Retirement System, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2020.