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Deluxe
DLX

173 hedge funds and large institutions have $829M invested in Deluxe in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $7.24M | Put options by funds: $3.82M

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

18% more capital invested

Capital invested by funds: $702M → $829M (+$127M)

3.23% more ownership

Funds ownership: 85.19% → 88.42% (+3.2%)

2% more funds holding

Funds holding: 169 → 173 (+4)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
58
Reduced
67
Closed
16
Calls
$7.24M
Puts
$3.82M
Net Calls
+$3.42M
Net Calls Change
-$3.58M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.7M
2
Invesco
Invesco
Georgia
+$6.18M
3
BlackRock
BlackRock
New York
+$5.64M
4
American Century Companies
American Century Companies
Missouri
+$3.06M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
BCA
Boundary Creek Advisors
New York
-$5.88M
2
MOACM
Mutual of America Capital Management
New York
-$1.99M
3
State Street
State Street
Massachusetts
-$1.93M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.65M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
176
Wellington Management Group
Massachusetts
– -$1.14M -60,192 Closed
Millennium Management
177
Millennium Management
New York
– -$980K -51,884 Closed
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
– -$386K -20,411 Closed
EGM
179
Engineers Gate Manager
New York
– -$299K -15,826 Closed
GCM
180
Graham Capital Management
Connecticut
– -$249K -13,206 Closed
XT
181
XTX Topco
Cayman Islands
– -$191K -10,102 Closed
Walleye Trading
182
Walleye Trading
New York
– -$166K -8,790 Closed
PI
183
PEAK6 Investments
Illinois
– -$76.1K -4,027 Closed
Allspring Global Investments
184
Allspring Global Investments
North Carolina
– -$47.3K -2,503 Closed
Walleye Capital
185
Walleye Capital
New York
– -$42.2K -2,233 Closed
HPC
186
HM Payson & Co
Maine
– -$14.2K -750 Closed
IA
187
IFP Advisors
Florida
– -$3.78K -200 Closed
BAAM
188
Baker Avenue Asset Management
California
– -$1.32K -70 Closed
GGI
189
Godsey & Gibb Inc
Virginia
– -$624 -33 Closed
4 5 6 7
8

DLX Hedge Fund Activity: Q4 2023 in Review

173 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2023, worth a combined $829M — up 18% from $702M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DLX positions and 16 closed out — a net gain of 4 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was Boundary Creek Advisors, exiting entirely with an estimated $5.88M sold.

  • 173 institutional investors held Deluxe (DLX) as of Q4 2023, up from 169 in Q3 2023.
  • Funds reported $829M of Deluxe stock for Q4 2023, up 18% quarter-over-quarter.
  • 20 funds opened new Deluxe positions in Q4 2023 and 16 closed out, a net change of +4 holders.
  • The largest Deluxe buyer in Q4 2023 was Morgan Stanley, an estimated $12.7M added.
  • The largest Deluxe seller in Q4 2023 was Boundary Creek Advisors, an estimated $5.88M sold.

Based on aggregated 13F filings for Q4 2023.