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273 hedge funds and large institutions have $2.64B invested in Deluxe in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 103 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $5.59M | Put options by funds: $4.67M

1% more capital invested

Capital invested by funds: $2.61B → $2.64B (+$33M)

0.28% more ownership

Funds ownership: 89.21%89.49% (+0.28%)

3% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 106

4% less funds holding

Funds holding: 284273 (-11)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
273
Holders Change
-11
Holders Change %
-3.87%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
19
Increased
103
Reduced
106
Closed
26
Calls
$5.59M
Puts
$4.67M
Net Calls
+$925K
Net Calls Change
+$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$211M +$2.21M +38,418 +1%
ACM
2
Americafirst Capital Management
California
$193M +$201K +3,491 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$184M +$1.48M +25,615 +0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$108M +$524K +9,100 +0.5%
State Street
5
State Street
Massachusetts
$97.9M -$2.94M -51,029 -3%
Allianz Asset Management
6
Allianz Asset Management
Germany
$95.5M +$64.3M +1,115,647 +181%
LSV Asset Management
7
LSV Asset Management
Illinois
$78.7M -$1.01M -17,500 -1%
BIT
8
BlackRock Institutional Trust
California
$78.5M -$3.41M -59,131 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$65.1M -$1.89M -32,842 -3%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$58.6M -$939K -16,300 -2%
Northern Trust
11
Northern Trust
Illinois
$57.9M +$6.14M +106,584 +11%
JIR
12
James Investment Research
Ohio
$54.8M -$590K -10,245 -1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$52.4M +$3.32M +57,586 +6%
Ameriprise
14
Ameriprise
Minnesota
$51.5M -$1.53M -26,556 -3%
MCM
15
Munder Capital Management
Michigan
$47.2M -$347K -6,030 -0.7%
MPI
16
Mairs & Power Inc
Minnesota
$43.9M +$59.8K +1,037 +0.1%
NAP
17
New Amsterdam Partners
New York
$37M +$632K +10,970 +2%
Renaissance Technologies
18
Renaissance Technologies
New York
$34M -$5.62M -97,500 -14%
LCP
19
Lombardia Capital Partners
California
$32.4M -$16.6M -288,271 -33%
Prudential Financial
20
Prudential Financial
New Jersey
$28.9M -$1M -17,376 -3%
Norges Bank
21
Norges Bank
Norway
$25.9M -$26.7M -463,635 -50%
MCM
22
McKinley Capital Management
Alaska
$25.9M -$1.19M -20,653 -4%
WC
23
Walthausen & Co
New York
$25.6M +$452K +7,840 +2%
O
24
OppenheimerFunds
New York
$25.2M +$4.66M +80,870 +22%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$24.6M +$2.19M +37,987 +9%

DLX Hedge Fund Activity: Q3 2014 in Review

273 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2014, worth a combined $2.64B — up 1.3% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of DLX and 19 opened new positions — a net loss of 7 holders — while 106 trimmed existing stakes and 103 added.

The largest buyer was Allianz Asset Management, adding an estimated $64.3M. The largest seller was Norges Bank, cutting an estimated $26.7M.

  • 273 institutional investors held Deluxe (DLX) as of Q3 2014, down from 284 in Q2 2014.
  • Funds reported $2.64B of Deluxe stock for Q3 2014, up 1.3% quarter-over-quarter.
  • 19 funds opened new Deluxe positions in Q3 2014 and 26 closed out, a net change of -7 holders.
  • The largest Deluxe buyer in Q3 2014 was Allianz Asset Management, an estimated $64.3M added.
  • The largest Deluxe seller in Q3 2014 was Norges Bank, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2014.