209 hedge funds and large institutions have $867M invested in Deluxe in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+9
Holders Change %
+4.5%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
71
Reduced
65
Closed
24
Calls
$2.82M
Puts
$2.21M
Net Calls
+$609K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
176
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.2K
AAP
177
Arax Advisory Partners
Colorado
$9.01K -$2.8K -124 -24%
VWM
178
Vermillion Wealth Management
Minnesota
$8.89K +$8.89K +394 New
CTA
179
Colonial Trust Advisors
South Carolina
$7.95K +$7.95K +352 New
JWA
180
JFS Wealth Advisors
Pennsylvania
$7.79K +$113 +5 +1%
CAL
181
Capital Advisors Ltd
Ohio
$7K
KFI
182
Key Financial Inc
Pennsylvania
$5.65K
GI
183
GAMMA Investing
California
$4.32K +$994 +44 +30%
Bessemer Group
184
Bessemer Group
New Jersey
$4K -$152K -7,500 -97%
UB
185
UMB Bank
Missouri
$3.55K
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$3.43K
HI
187
Harbour Investments
Wisconsin
$2.71K -$1.36K -60 -33%
AF
188
Advisornet Financial
Minnesota
$2.26K -$113 -5 -5%
PP
189
PFS Partners
New Jersey
$2.26K
C
190
Covestor
United Kingdom
$2K +$612 +30 +44%
ACM
191
Aster Capital Management
United Arab Emirates
$1.9K +$1.9K +84 New
FHA
192
First Horizon Advisors
Tennessee
$1.58K +$1.2K +53 +312%
RIL
193
Rothschild Investment LLC
Illinois
$1.47K +$565 +25 +63%
FFA
194
Farther Finance Advisors
California
$1.4K
PWMG
195
Private Wealth Management Group
New Jersey
$1.24K
GWM
196
Geneos Wealth Management
Colorado
$1.13K -$3.32K -147 -75%
VCM
197
Versant Capital Management
Arizona
$1.06K
GEA
198
Glen Eagle Advisors
New Jersey
$1.06K +$23 +1 +2%
AF
199
Allworth Financial
California
$938
AWM
200
Avior Wealth Management
Nebraska
$835