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202 hedge funds and large institutions have $1.24B invested in Deluxe in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $465K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

9% more funds holding

Funds holding: 186202 (+16)

0.76% less ownership

Funds ownership: 92.17%91.41% (-0.76%)

12% less capital invested

Capital invested by funds: $1.4B → $1.24B (-$164M)

18% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 77

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
63
Reduced
77
Closed
10
Calls
$1.27M
Puts
$465K
Net Calls
+$806K
Net Calls Change
-$3.63M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
176
Smithfield Trust
Pennsylvania
$6K
QC
177
Quent Capital
New York
$6K +$7.06K +200 New
GAM
178
Gemmer Asset Management
California
$5K
CWS
179
Confluence Wealth Services
Pennsylvania
$5K +$6.32K +179 New
PFBT
180
Parkside Financial Bank & Trust
Missouri
$4K
TWA
181
TCI Wealth Advisors
Arizona
$4K +$1.16K +33 +36%
PCMC
182
Paragon Capital Management (Colorado)
Colorado
$4K +$4.06K +115 New
RIA
183
Richwood Investment Advisors
Ohio
$4K +$4.41K +125 New
STCOSD
184
Sageworth Trust Company of South Dakota
South Dakota
$4K +$4.52K +128 New
Simplex Trading
185
Simplex Trading
Illinois
$4K +$5.4K +153 New
Koshinski Asset Management
186
Koshinski Asset Management
Illinois
$3.27K +$35 +1 +1%
PP
187
PFS Partners
New Jersey
$3.21K +$3.53K +100 New
HNB
188
Huntington National Bank
Ohio
$3K
QCG
189
Quadrant Capital Group
Ohio
$2K +$1.76K +50 New
S
190
SignatureFD
Georgia
$2K +$2.61K +74 New
WIM
191
Westside Investment Management
California
$1.9K +$55.2K +1,565 +3%
ST
192
Sageworth Trust
Pennsylvania
$1K -$4.76K -135 -77%
AWM
193
Avior Wealth Management
Nebraska
$1K -$1.3K -37 -50%
C
194
Covestor
United Kingdom
$1K +$917 +26 New
SCA
195
Snowden Capital Advisors
New York
$1K +$1.16K +33 New
Manulife (Manufacturers Life Insurance)
196
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$692 -$13.7K -387 -2%
PAIM
197
Punch & Associates Investment Management
Minnesota
-$7.89M -219,964 Closed
Robeco Institutional Asset Management
198
Robeco Institutional Asset Management
Netherlands
-$2.06M -57,388 Closed
HF
199
HRT Financial
New York
-$594K -16,556 Closed
PAMP
200
Polar Asset Management Partners
Ontario, Canada
-$371K -10,329 Closed

DLX Hedge Fund Activity: Q4 2021 in Review

202 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2021, worth a combined $1.24B — down 12% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DLX positions and 10 closed out — a net gain of 17 holders — while 63 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $8.27M. The largest seller was Select Equity Group, cutting an estimated $10.2M.

  • 202 institutional investors held Deluxe (DLX) as of Q4 2021, up from 186 in Q3 2021.
  • Funds reported $1.24B of Deluxe stock for Q4 2021, down 12% quarter-over-quarter.
  • 27 funds opened new Deluxe positions in Q4 2021 and 10 closed out, a net change of +17 holders.
  • The largest Deluxe buyer in Q4 2021 was BlackRock, an estimated $8.27M added.
  • The largest Deluxe seller in Q4 2021 was Select Equity Group, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.