Deluxe
347 hedge funds and large institutions have $3.47B invested in Deluxe in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 100 increasing their positions, 132 reducing their positions, and 23 closing their positions.
96% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 23
80% more call options, than puts
Call options by funds: $6M | Put options by funds: $3.33M
6% more funds holding
Funds holding: 327 → 347 (+20)
5% more capital invested
Capital invested by funds: $3.31B → $3.47B (+$167M)
0.23% more ownership
Funds ownership: 93.75% → 93.98% (+0.23%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
24% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 132
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$23.8M |
| 2 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$15.8M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$15.4M |
| 4 |
Lazard Asset Management
New York
|
+$9.92M |
| 5 |
BlackRock
New York
|
+$8.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$23.4M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$16M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.71M |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$9.13M |
| 5 |
JP Morgan Chase
New York
|
-$8.6M |
DLX Hedge Fund Activity: Q4 2017 in Review
347 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2017, worth a combined $3.47B — up 5% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new DLX positions and 23 closed out — a net gain of 22 holders — while 100 added to existing stakes and 132 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $23.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $23.4M.
- 347 institutional investors held Deluxe (DLX) as of Q4 2017, up from 327 in Q3 2017.
- Funds reported $3.47B of Deluxe stock for Q4 2017, up 5% quarter-over-quarter.
- 45 funds opened new Deluxe positions in Q4 2017 and 23 closed out, a net change of +22 holders.
- The largest Deluxe buyer in Q4 2017 was Bank of New York Mellon, an estimated $23.8M added.
- The largest Deluxe seller in Q4 2017 was T. Rowe Price Associates, an estimated $23.4M sold.
Based on aggregated 13F filings for Q4 2017.