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Deluxe
DLX

Overview Fund Activity

200 hedge funds and large institutions have $852M invested in Deluxe in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+12
Holders Change %
+6.38%
% of All Funds
2.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
61
Reduced
62
Closed
18
Calls
$1.67M
Puts
$966K
Net Calls
+$702K
Net Calls Change
+$74K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$5.85M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$5.3M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$45.8M
4
Millennium Management
Millennium Management
New York
$3.81M
5
AP
Advisors Preferred
Maryland
$3.12M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$46.7M
2
Charles Schwab
Charles Schwab
California
$21.1M
3
Allianz Asset Management
Allianz Asset Management
Germany
$0
4
Invesco
Invesco
Georgia
$15.7M
5
SEI Investments
SEI Investments
Pennsylvania
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
176
Harbour Investments
Wisconsin
$2.7K – – –
PP
177
PFS Partners
New Jersey
$2.25K – – –
AF
178
Advisornet Financial
Minnesota
$2.25K – – –
HIA
179
Harbor Investment Advisory
Maryland
$2.25K – – –
GI
180
GAMMA Investing
California
$2.22K -$180 -8 -7%
NMM
181
Naples Money Management
Florida
$1.76K – – –
BTI
182
Blue Trust Inc
Georgia
$1.34K +$1.34K +65 New
IA
183
IFP Advisors
Florida
$1.33K – – –
PWMG
184
Private Wealth Management Group
New Jersey
$1.24K – – –
FFA
185
Farther Finance Advisors
California
$1.21K – – –
BWL
186
Bogart Wealth LLC
Virginia
$1.16K +$1.16K +51 New
UB
187
UMB Bank
Missouri
$1.15K +$763 +34 +200%
VCM
188
Versant Capital Management
Arizona
$1.06K – – –
GEA
189
Glen Eagle Advisors
New Jersey
$1.02K +$1.02K +46 New
C
190
Covestor
United Kingdom
$1K +$206 +13 +26%
AF
191
Allworth Financial
California
$983 – – –
AWM
192
Avior Wealth Management
Nebraska
$831 -$180 -8 -18%
PA
193
Parallel Advisors
California
$719 -$1.66K -74 -70%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$696 – – –
RIL
195
Rothschild Investment LLC
Illinois
$562 +$450 +20 +400%
RI
196
Ridgewood Investments
New Jersey
$433 +$433 +19 New
FHA
197
First Horizon Advisors
Tennessee
$381 – – –
MCM
198
Manchester Capital Management
Vermont
$315 -$743 -33 -70%
HNB
199
Huntington National Bank
Ohio
$225 +$225 +10 New
PFBT
200
Parkside Financial Bank & Trust
Missouri
$135 – – –
5 6 7
8
9