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Deluxe
DLX

Overview Fund Activity

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
Holders
202
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
3.53%
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

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$85.1M
2
Goldman Sachs
Goldman Sachs
New York
$53M
3
BlackRock
BlackRock
New York
$336M
4
Franklin Resources
Franklin Resources
California
$16.1M
5
ICOM
Investment Counselors of Maryland
Maryland
$54.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$7.49M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$9.53M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$27.2M
4
Creative Planning
Creative Planning
Kansas
$385K
5
Bank of America
Bank of America
North Carolina
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
176
North Star Investment Management
Illinois
$20K +$142 +3 +0.7%
AF
177
Advisornet Financial
Minnesota
$18K – – –
VCM
178
Versant Capital Management
Arizona
$16K +$1.41K +29 +10%
JWA
179
JFS Wealth Advisors
Pennsylvania
$14K +$99 +2 +0.7%
CA
180
Clearstead Advisors
Ohio
$10K – – –
ST
181
Smithfield Trust
Pennsylvania
$10K – – –
IA
182
IFP Advisors
Florida
$10K – – –
PCG
183
Private Capital Group
Connecticut
$10K – – –
GLLW
184
Graves Light Lenhart Wealth
Virginia
$10K – – –
SPIA
185
Steward Partners Investment Advisory
New York
$9K – – –
GWM
186
Geneos Wealth Management
Colorado
$9K – – –
ST
187
Sageworth Trust
Pennsylvania
$8K +$8K +175 New
GAM
188
Gemmer Asset Management
California
$7K – – –
PFBT
189
Parkside Financial Bank & Trust
Missouri
$6K +$455 +10 +8%
CFD
190
Creative Financial Designs
Indiana
$6K +$6K +125 New
HNB
191
Huntington National Bank
Ohio
$5K – – –
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$4K +$4K +85 New
TWA
193
TCI Wealth Advisors
Arizona
$3K +$491 +9 +20%
WIM
194
Westside Investment Management
California
$2.53K +$14 +285 +0.5%
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$1.35K -$35 -735 -3%
AIG
196
American International Group
New York
$1.31K -$22 -470 -2%
ACM
197
AUA Capital Management
Pennsylvania
$1K -$1.36K -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
5 6 7
8
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