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204 hedge funds and large institutions have $1.58B invested in Deluxe in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $8.78M | Put options by funds: $1.51M

44% more capital invested

Capital invested by funds: $1.1B → $1.58B (+$480M)

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

3% more funds holding

Funds holding: 198204 (+6)

0.27% less ownership

Funds ownership: 90.14%89.87% (-0.27%)

29% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 79

Holders
204
Holders Change
+6
Holders Change %
+3.03%
% of All Funds
3.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
56
Reduced
79
Closed
30
Calls
$8.78M
Puts
$1.51M
Net Calls
+$7.27M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
176
North Star Investment Management
Illinois
$18K +$113 +3 +0.7%
AF
177
Advisornet Financial
Minnesota
$16K
VCM
178
Versant Capital Management
Arizona
$13K +$5.69K +151 +101%
VFA
179
Valeo Financial Advisors
Indiana
$13K +$11.3K +300 New
JWA
180
JFS Wealth Advisors
Pennsylvania
$12K +$75 +2 +0.7%
PCG
181
Private Capital Group
Connecticut
$9K
ST
182
Smithfield Trust
Pennsylvania
$9K
CA
183
Clearstead Advisors
Ohio
$8K
GLLW
184
Graves Light Lenhart Wealth
Virginia
$8K
IA
185
IFP Advisors
Florida
$8K
GWM
186
Geneos Wealth Management
Colorado
$8K +$5.54K +147 +294%
Group One Trading
187
Group One Trading
Illinois
$8K +$7.46K +198 New
SPIA
188
Steward Partners Investment Advisory
New York
$7.89K
GAM
189
Gemmer Asset Management
California
$6K
PFBT
190
Parkside Financial Bank & Trust
Missouri
$5K
HNB
191
Huntington National Bank
Ohio
$4K
AssetMark Inc
192
AssetMark Inc
California
$3K
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$3K +$3.43K +91 New
WIM
194
Westside Investment Management
California
$2.21K -$111K -2,940 -5%
S
195
SignatureFD
Georgia
$2K +$1.62K +43 New
TWA
196
TCI Wealth Advisors
Arizona
$2K +$1.73K +46 New
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$1.22K
AIG
198
American International Group
New York
$1.17K -$765K -20,302 -42%
MAM
199
Meeder Asset Management
Ohio
$1K -$11.6K -307 -96%
ACM
200
AUA Capital Management
Pennsylvania
$1K -$867 -23 -41%

DLX Hedge Fund Activity: Q1 2021 in Review

204 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q1 2021, worth a combined $1.58B — up 44% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DLX positions and 30 closed out — a net gain of 7 holders — while 56 added to existing stakes and 79 trimmed.

The largest buyer was American Century Companies, adding an estimated $22.9M. The largest seller was Prudential Financial, cutting an estimated $20.7M.

  • 204 institutional investors held Deluxe (DLX) as of Q1 2021, up from 198 in Q4 2020.
  • Funds reported $1.58B of Deluxe stock for Q1 2021, up 44% quarter-over-quarter.
  • 37 funds opened new Deluxe positions in Q1 2021 and 30 closed out, a net change of +7 holders.
  • The largest Deluxe buyer in Q1 2021 was American Century Companies, an estimated $22.9M added.
  • The largest Deluxe seller in Q1 2021 was Prudential Financial, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2021.