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310 hedge funds and large institutions have $2.98B invested in Deluxe in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $7.75M | Put options by funds: $2.84M

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more funds holding

Funds holding: 300310 (+10)

1% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 113

3.65% less ownership

Funds ownership: 90.12%86.47% (-3.6%)

33% less capital invested

Capital invested by funds: $4.46B → $2.98B (-$1.48B)

Holders
310
Holders Change
+10
Holders Change %
+3.33%
% of All Funds
8.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
41
Increased
114
Reduced
113
Closed
29
Calls
$7.75M
Puts
$2.84M
Net Calls
+$4.91M
Net Calls Change
-$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$249M +$9.88M +151,732 +4%
BFA
2
BlackRock Fund Advisors
California
$167M -$105M -1,610,619 -40%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$139M +$39.5M +606,825 +43%
State Street
4
State Street
Massachusetts
$124M +$1.89M +28,992 +2%
Allianz Asset Management
5
Allianz Asset Management
Germany
$106M -$11.5M -176,668 -10%
BIT
6
BlackRock Institutional Trust
California
$102M +$2.98M +45,807 +3%
LSV Asset Management
7
LSV Asset Management
Illinois
$96.5M -$2.47M -37,900 -3%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$78.3M +$10.5M +160,600 +16%
JIR
9
James Investment Research
Ohio
$75.6M +$5.01M +76,960 +8%
Northern Trust
10
Northern Trust
Illinois
$75.1M +$3.68M +56,490 +5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$68.6M +$70K +1,074 +0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$60.5M -$13.6M -208,978 -19%
Victory Capital Management
13
Victory Capital Management
Texas
$60.4M +$1.52M +23,383 +3%
MPI
14
Mairs & Power Inc
Minnesota
$56.1M +$684K +10,503 +1%
Ameriprise
15
Ameriprise
Minnesota
$54.4M -$4.51M -69,322 -8%
Prudential Financial
16
Prudential Financial
New Jersey
$38.2M +$2.74M +42,100 +8%
Norges Bank
17
Norges Bank
Norway
$35.8M -$1.03M -15,750 -3%
Axa
18
Axa
France
$35.7M -$901K -13,840 -3%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$34.6M +$410K +6,289 +1%
CRCP
20
Copper Rock Capital Partners
Massachusetts
$33.8M +$3.45M +53,046 +12%
Macquarie Group
21
Macquarie Group
Australia
$33.4M +$16M +245,541 +104%
MCM
22
McKinley Capital Management
Alaska
$32.1M -$285K -4,370 -0.9%
O
23
OppenheimerFunds
New York
$32.1M +$165K +2,540 +0.6%
JP Morgan Chase
24
JP Morgan Chase
New York
$31M +$803K +12,324 +3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$30.1M +$5.53M +84,971 +24%

DLX Hedge Fund Activity: Q1 2015 in Review

310 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q1 2015, worth a combined $2.98B — down 33% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DLX positions and 29 closed out — a net gain of 12 holders — while 114 added to existing stakes and 113 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $39.5M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.76B sold.

  • 310 institutional investors held Deluxe (DLX) as of Q1 2015, up from 300 in Q4 2014.
  • Funds reported $2.98B of Deluxe stock for Q1 2015, down 33% quarter-over-quarter.
  • 41 funds opened new Deluxe positions in Q1 2015 and 29 closed out, a net change of +12 holders.
  • The largest Deluxe buyer in Q1 2015 was Fidelity Investments, an estimated $39.5M added.
  • The largest Deluxe seller in Q1 2015 was Americafirst Capital Management, an estimated $1.76B sold.

Based on aggregated 13F filings for Q1 2015.