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202 hedge funds and large institutions have $1.87B invested in Deluxe in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $9.87M | Put options by funds: $2.7M

18% more capital invested

Capital invested by funds: $1.58B → $1.87B (+$285M)

2.93% more ownership

Funds ownership: 89.87%92.79% (+2.9%)

1% less funds holding

Funds holding: 204202 (-2)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

30% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
202
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
61
Reduced
87
Closed
22
Calls
$9.87M
Puts
$2.7M
Net Calls
+$7.17M
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
176
North Star Investment Management
Illinois
$20K +$135 +3 +0.7%
AF
177
Advisornet Financial
Minnesota
$18K
VCM
178
Versant Capital Management
Arizona
$16K +$1.31K +29 +10%
JWA
179
JFS Wealth Advisors
Pennsylvania
$14K +$90 +2 +0.7%
CA
180
Clearstead Advisors
Ohio
$10K
GLLW
181
Graves Light Lenhart Wealth
Virginia
$10K
IA
182
IFP Advisors
Florida
$10K
PCG
183
Private Capital Group
Connecticut
$10K
ST
184
Smithfield Trust
Pennsylvania
$10K
GWM
185
Geneos Wealth Management
Colorado
$9K
SPIA
186
Steward Partners Investment Advisory
New York
$9K
ST
187
Sageworth Trust
Pennsylvania
$8K +$7.88K +175 New
GAM
188
Gemmer Asset Management
California
$7K
PFBT
189
Parkside Financial Bank & Trust
Missouri
$6K +$450 +10 +8%
CFD
190
Creative Financial Designs
Indiana
$6K +$5.63K +125 New
HNB
191
Huntington National Bank
Ohio
$5K
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$4K +$3.83K +85 New
TWA
193
TCI Wealth Advisors
Arizona
$3K +$405 +9 +20%
WIM
194
Westside Investment Management
California
$2.53K +$12.8K +285 +0.5%
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$1.35K -$33.1K -735 -3%
AIG
196
American International Group
New York
$1.31K -$21.2K -470 -2%
ACM
197
AUA Capital Management
Pennsylvania
$1K -$856 -19 -58%
BCA
198
Berman Capital Advisors
Georgia
$1K
MAM
199
Meeder Asset Management
Ohio
$1K
California Public Employees Retirement System
200
California Public Employees Retirement System
California
-$3.59M -85,500 Closed

DLX Hedge Fund Activity: Q2 2021 in Review

202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2021, worth a combined $1.87B — up 18% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of DLX and 20 opened new positions — a net loss of 2 holders — while 87 trimmed existing stakes and 61 added.

The largest buyer was Select Equity Group, opening a new position worth an estimated $80.2M. The largest seller was Wells Fargo, cutting an estimated $24.7M.

  • 202 institutional investors held Deluxe (DLX) as of Q2 2021, down from 204 in Q1 2021.
  • Funds reported $1.87B of Deluxe stock for Q2 2021, up 18% quarter-over-quarter.
  • 20 funds opened new Deluxe positions in Q2 2021 and 22 closed out, a net change of -2 holders.
  • The largest Deluxe buyer in Q2 2021 was Select Equity Group, an estimated $80.2M added.
  • The largest Deluxe seller in Q2 2021 was Wells Fargo, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2021.