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199 hedge funds and large institutions have $851M invested in Deluxe in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

73% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $966K

9% more capital invested

Capital invested by funds: $781M → $851M (+$70.1M)

6% more funds holding

Funds holding: 188199 (+11)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

0.19% less ownership

Funds ownership: 86.2%86.01% (-0.19%)

Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
61
Reduced
61
Closed
19
Calls
$1.67M
Puts
$966K
Net Calls
+$702K
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Advisornet Financial
Minnesota
$2.25K
HIA
177
Harbor Investment Advisory
Maryland
$2.25K
PP
178
PFS Partners
New Jersey
$2.25K
GI
179
GAMMA Investing
California
$2.22K -$171 -8 -7%
NMM
180
Naples Money Management
Florida
$1.76K
BTI
181
Blue Trust Inc
Georgia
$1.34K +$1.39K +65 New
IA
182
IFP Advisors
Florida
$1.32K
PWMG
183
Private Wealth Management Group
New Jersey
$1.24K
FFA
184
Farther Finance Advisors
California
$1.21K
BWL
185
Bogart Wealth LLC
Virginia
$1.16K +$1.09K +51 New
UB
186
UMB Bank
Missouri
$1.15K +$727 +34 +200%
VCM
187
Versant Capital Management
Arizona
$1.06K
GEA
188
Glen Eagle Advisors
New Jersey
$1.02K +$983 +46 New
C
189
Covestor
United Kingdom
$1K +$278 +13 +26%
AF
190
Allworth Financial
California
$983
AWM
191
Avior Wealth Management
Nebraska
$831 -$171 -8 -18%
PA
192
Parallel Advisors
California
$719 -$1.58K -74 -70%
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$696
RIL
194
Rothschild Investment LLC
Illinois
$562 +$427 +20 +400%
RI
195
Ridgewood Investments
New Jersey
$433 +$406 +19 New
FHA
196
First Horizon Advisors
Tennessee
$381
MCM
197
Manchester Capital Management
Vermont
$315 -$705 -33 -70%
HNB
198
Huntington National Bank
Ohio
$225 +$214 +10 New
PFBT
199
Parkside Financial Bank & Trust
Missouri
$135
Allianz Asset Management
200
Allianz Asset Management
Germany
-$3.33M -161,781 Closed

DLX Hedge Fund Activity: Q2 2024 in Review

199 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2024, worth a combined $851M — up 9% from $781M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DLX positions and 19 closed out — a net gain of 14 holders — while 61 added to existing stakes and 61 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $5.3M. The largest seller was American Century Companies, cutting an estimated $14.8M.

  • 199 institutional investors held Deluxe (DLX) as of Q2 2024, up from 188 in Q1 2024.
  • Funds reported $851M of Deluxe stock for Q2 2024, up 9% quarter-over-quarter.
  • 33 funds opened new Deluxe positions in Q2 2024 and 19 closed out, a net change of +14 holders.
  • The largest Deluxe buyer in Q2 2024 was Lazard Asset Management, an estimated $5.3M added.
  • The largest Deluxe seller in Q2 2024 was American Century Companies, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2024.