Deluxe
334 hedge funds and large institutions have $2.97B invested in Deluxe in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 96 increasing their positions, 144 reducing their positions, and 29 closing their positions.
17% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 29
10% more call options, than puts
Call options by funds: $2.2M | Put options by funds: $2M
0% more funds holding
Funds holding: 334 → 334 (0)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% less capital invested
Capital invested by funds: $2.97B → $2.97B (-$3.23M)
0.34% less ownership
Funds ownership: 91.45% → 91.11% (-0.34%)
33% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$29.5M |
| 2 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$24.8M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$20.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$17.4M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$37.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$12.6M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$10M |
| 4 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
-$9.96M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$8.56M |
DLX Hedge Fund Activity: Q3 2016 in Review
334 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2016, worth a combined $2.97B — down 0.11% from $2.97B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DLX positions and 29 closed out — a net gain of 5 holders — while 96 added to existing stakes and 144 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $29.5M. The largest seller was Fidelity Investments, cutting an estimated $37.3M.
- 334 institutional investors held Deluxe (DLX) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $2.97B of Deluxe stock for Q3 2016, down 0.11% quarter-over-quarter.
- 34 funds opened new Deluxe positions in Q3 2016 and 29 closed out, a net change of +5 holders.
- The largest Deluxe buyer in Q3 2016 was Schroder Investment Management Group, an estimated $29.5M added.
- The largest Deluxe seller in Q3 2016 was Fidelity Investments, an estimated $37.3M sold.
Based on aggregated 13F filings for Q3 2016.