We are live on ! Find out more

272 hedge funds and large institutions have $2.29B invested in Deluxe in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 116 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $9.49M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 271272 (+1)

0% more capital invested

Capital invested by funds: $2.28B → $2.29B (+$6.31M)

0.04% more ownership

Funds ownership: 86.91%86.95% (+0.04%)

18% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 116

Holders
272
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
7.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
23
Increased
95
Reduced
116
Closed
21
Calls
$41.1M
Puts
$9.49M
Net Calls
+$31.6M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
201
Boston Advisors
Massachusetts
$371K -$34.5K -687 -9%
COPPSERS
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$369K -$2.36K -47 -0.7%
HIS
203
Horizon Investment Services
Indiana
$365K +$9.15K +182 +3%
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$362K -$12.1K -240 -3%
DCM
205
Dynamic Capital Management
Jersey
$359K +$344K +6,841 New
CEP
206
Chicago Equity Partners
Illinois
$358K +$85.4K +1,700 +33%
QIM
207
Quantitative Investment Management
Virginia
$356K +$342K +6,800 New
PNC
208
Park National Corp
Ohio
$351K
PAM
209
Paradigm Asset Management
New York
$341K -$25.1K -500 -7%
OTPPB
210
Ontario Teachers' Pension Plan Board
Ontario, Canada
$329K
B
211
Barings
North Carolina
$315K
CB
212
Commerce Bank
Missouri
$315K
RG
213
Renaissance Group
Kentucky
$312K -$5.98K -119 -2%
Creative Planning
214
Creative Planning
Kansas
$310K
DADC
215
D.A. Davidson & Co
Montana
$293K -$47K -935 -14%
DWT
216
Dorsey & Whitney Trust
South Dakota
$290K -$36.7K -730 -12%
ACM
217
Ativo Capital Management
Illinois
$290K +$15.7K +313 +6%
SCM
218
Shelton Capital Management
Colorado
$289K
CIP
219
Cornerstone Investment Partners
Georgia
$286K -$935K -18,600 -77%
Ohio Public Employees Retirement System (OPERS)
220
Ohio Public Employees Retirement System (OPERS)
Ohio
$283K -$63.9K -1,271 -19%
EIP
221
Epoch Investment Partners
New York
$278K -$3.52K -70 -1%
NCCM
222
Nine Chapters Capital Management
New Jersey
$278K +$266K +5,300 New
WCM
223
Wedge Capital Management
North Carolina
$277K -$6.28K -125 -2%
Fidelity International
224
Fidelity International
Bermuda
$273K -$45.2K -900 -15%
ACM
225
Argyle Capital Management
Pennsylvania
$262K

DLX Hedge Fund Activity: Q1 2014 in Review

272 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q1 2014, worth a combined $2.29B — up 0.28% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DLX positions and 21 closed out — a net gain of 2 holders — while 95 added to existing stakes and 116 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $23.9M. The largest seller was Nomura Holdings, cutting an estimated $25.9M.

  • 272 institutional investors held Deluxe (DLX) as of Q1 2014, up from 271 in Q4 2013.
  • Funds reported $2.29B of Deluxe stock for Q1 2014, up 0.28% quarter-over-quarter.
  • 23 funds opened new Deluxe positions in Q1 2014 and 21 closed out, a net change of +2 holders.
  • The largest Deluxe buyer in Q1 2014 was Fidelity Investments, an estimated $23.9M added.
  • The largest Deluxe seller in Q1 2014 was Nomura Holdings, an estimated $25.9M sold.

Based on aggregated 13F filings for Q1 2014.