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Deluxe
DLX

Overview Fund Activity

188 hedge funds and large institutions have $781M invested in Deluxe in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 12 closing their positions.

Holders
188
Holders Change
+15
Holders Change %
+8.67%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
47
Reduced
70
Closed
12
Calls
$1.8M
Puts
$1.17M
Net Calls
+$628K
Net Calls Change
-$2.79M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$106M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$39.5M
3
Franklin Resources
3
Franklin Resources
California
$3.21M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.25M
5
Cerity Partners
5
Cerity Partners
New York
$1.18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.9M
2
MOACM
2
Mutual of America Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.94M
4
American Century Companies
4
American Century Companies
Missouri
$57.1M
5
BlackRock
5
BlackRock
New York
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$1.22K +$1.22K +59 New
PWMG
177
Private Wealth Management Group
New Jersey
$1.13K – – –
FFA
178
Farther Finance Advisors
California
$1.11K -$444 -22 -29%
C
179
Covestor
United Kingdom
$1K -$700 -35 -41%
MCM
180
Manchester Capital Management
Vermont
$968 -$288 -14 -23%
VCM
181
Versant Capital Management
Arizona
$968 – – –
AWM
182
Avior Wealth Management
Nebraska
$926 +$165 +8 +22%
AF
183
Allworth Financial
California
$865 – – –
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$638 – – –
FHA
185
First Horizon Advisors
Tennessee
$350 – – –
UB
186
UMB Bank
Missouri
$350 +$350 +17 New
PFBT
187
Parkside Financial Bank & Trust
Missouri
$124 – – –
RIL
188
Rothschild Investment LLC
Illinois
$103 +$103 +5 New
MOACM
189
Mutual of America Capital Management
New York
– -$5.88M -274,166 Closed
Select Equity Group
190
Select Equity Group
New York
– -$1.28M -59,853 Closed
JAM
191
Jupiter Asset Management
United Kingdom
– -$863K -40,234 Closed
OR
192
Olympiad Research
Connecticut
– -$289K -13,481 Closed
PCM
193
Prelude Capital Management
New York
– -$289K -13,481 Closed
Robeco Institutional Asset Management
194
Robeco Institutional Asset Management
Netherlands
– -$282K -13,146 Closed
Balyasny Asset Management
195
Balyasny Asset Management
Illinois
– -$267K -12,460 Closed
QC
196
Quadrature Capital
United Kingdom
– -$220K -10,263 Closed
COPPSERS
197
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$202K -9,429 Closed
ASN
198
Advisory Services Network
Georgia
– -$75.1K -3,500 Closed
WIA
199
Wetzel Investment Advisors
Indiana
– -$3K -135 Closed
CTC
200
Central Trust Company
Missouri
– -$2.75K -128 Closed
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