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201 hedge funds and large institutions have $736M invested in Deluxe in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $801K

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

1% more funds holding

Funds holding: 199201 (+2)

0.6% less ownership

Funds ownership: 86.01%85.4% (-0.6%)

14% less capital invested

Capital invested by funds: $851M → $736M (-$115M)

Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
69
Reduced
62
Closed
24
Calls
$1.52M
Puts
$801K
Net Calls
+$717K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
Sterling Capital Management
North Carolina
$3.02K +$3.23K +155 New
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$2.96K
GI
178
GAMMA Investing
California
$2.87K +$1K +48 +48%
AF
179
Advisornet Financial
Minnesota
$2.05K +$104 +5 +5%
HIA
180
Harbor Investment Advisory
Maryland
$1.95K
PP
181
PFS Partners
New Jersey
$1.95K
CPA
182
Capital Performance Advisors
California
$1.72K +$1.84K +88 New
FFA
183
Farther Finance Advisors
California
$1.21K +$146 +7 +13%
IA
184
IFP Advisors
Florida
$1.15K
PWMG
185
Private Wealth Management Group
New Jersey
$1.07K
C
186
Covestor
United Kingdom
$1K +$104 +5 +8%
VCM
187
Versant Capital Management
Arizona
$916
GEA
188
Glen Eagle Advisors
New Jersey
$902
AF
189
Allworth Financial
California
$819
RIL
190
Rothschild Investment LLC
Illinois
$780 +$313 +15 +60%
AWM
191
Avior Wealth Management
Nebraska
$721
PA
192
Parallel Advisors
California
$624
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$604
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$604 +$647 +31 New
FHA
195
First Horizon Advisors
Tennessee
$331
MCM
196
Manchester Capital Management
Vermont
$195 -$83 -4 -29%
HNB
197
Huntington National Bank
Ohio
$195
PFBT
198
Parkside Financial Bank & Trust
Missouri
$117
MFG
199
Mendota Financial Group
Wisconsin
$117 +$125 +6 New
TWD
200
True Wealth Design
Ohio
$20 +$21 +1 New

DLX Hedge Fund Activity: Q3 2024 in Review

201 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2024, worth a combined $736M — down 14% from $851M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DLX positions and 24 closed out — a net gain of 3 holders — while 69 added to existing stakes and 62 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $5.38M. The largest seller was American Century Companies, cutting an estimated $7.52M.

  • 201 institutional investors held Deluxe (DLX) as of Q3 2024, up from 199 in Q2 2024.
  • Funds reported $736M of Deluxe stock for Q3 2024, down 14% quarter-over-quarter.
  • 27 funds opened new Deluxe positions in Q3 2024 and 24 closed out, a net change of +3 holders.
  • The largest Deluxe buyer in Q3 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $5.38M added.
  • The largest Deluxe seller in Q3 2024 was American Century Companies, an estimated $7.52M sold.

Based on aggregated 13F filings for Q3 2024.