Deluxe
169 hedge funds and large institutions have $702M invested in Deluxe in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 14 closing their positions.
179% more call options, than puts
Call options by funds: $10.9M | Put options by funds: $3.9M
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
7% more capital invested
Capital invested by funds: $654M → $702M (+$47.6M)
2% more funds holding
Funds holding: 166 → 169 (+3)
0.97% less ownership
Funds ownership: 86.16% → 85.19% (-0.97%)
7% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 58
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.86M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.13M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$3.08M |
| 4 |
Axa
Paris,
France
|
+$1.7M |
| 5 |
AG
Algert Global
San Francisco,
California
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Boundary Creek Advisors
New York
|
-$7.27M |
| 2 |
BlackRock
New York
|
-$6.49M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.15M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$1.97M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VI
176
Versor Investments
New York
| – | -$199K | -11,400 | Closed |
|
|
RAG
177
RIA Advisory Group
Des Moines,
Iowa
| – | -$195K | -11,132 | Closed |
|
|
BSW
178
Buckingham Strategic Wealth
Clayton,
Missouri
| – | -$185K | -10,575 | Closed |
|
|
CMF
179
Counterpoint Mutual Funds
San Diego,
California
| – | -$116K | -6,647 | Closed |
|
|
AAM
180
Advisors Asset Management
Monument,
Colorado
| – | -$51.7K | -2,960 | Closed |
|
181
DZ Bank
Frankfurt Am Main,
Germany
| – | -$9.21K | -527 | Closed |
|
|
BTI
182
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1K | -35 | Closed |
|
|
RI
183
Ridgewood Investments
Springfield,
New Jersey
| – | -$337 | -19 | Closed |
|
DLX Hedge Fund Activity: Q3 2023 in Review
169 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2023, worth a combined $702M — up 7.3% from $654M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DLX positions and 14 closed out — a net gain of 4 holders — while 54 added to existing stakes and 58 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $3.86M. The largest seller was Boundary Creek Advisors, cutting an estimated $7.27M.
- 169 institutional investors held Deluxe (DLX) as of Q3 2023, up from 166 in Q2 2023.
- Funds reported $702M of Deluxe stock for Q3 2023, up 7.3% quarter-over-quarter.
- 18 funds opened new Deluxe positions in Q3 2023 and 14 closed out, a net change of +4 holders.
- The largest Deluxe buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $3.86M added.
- The largest Deluxe seller in Q3 2023 was Boundary Creek Advisors, an estimated $7.27M sold.
Based on aggregated 13F filings for Q3 2023.