We are live on ! Find out more

172 hedge funds and large institutions have $622M invested in Deluxe in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 57

2% more funds holding

Funds holding: 169172 (+3)

0.4% more ownership

Funds ownership: 87.17%87.56% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $624M → $622M (-$2.2M)

49% less call options, than puts

Call options by funds: $705K | Put options by funds: $1.39M

Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
63
Reduced
57
Closed
22
Calls
$705K
Puts
$1.39M
Net Calls
-$686K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$125M +$5.64M +316,861 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.3M +$2.04M +114,490 +2%
American Century Companies
3
American Century Companies
Missouri
$48M +$435K +24,476 +0.9%
LSV Asset Management
4
LSV Asset Management
Illinois
$34M -$1.02M -57,308 -3%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$33.4M -$302K -16,979 -0.9%
State Street
6
State Street
Massachusetts
$30.6M +$680K +38,220 +2%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$23.5M +$1.53M +85,961 +7%
Charles Schwab
8
Charles Schwab
California
$16M +$1.5M +84,143 +10%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14.7M +$2.63M +147,914 +21%
BCA
10
Boundary Creek Advisors
New York
$14.6M +$576K +32,399 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.5M +$458K +25,718 +3%
Goldman Sachs
12
Goldman Sachs
New York
$11.8M -$5.68M -318,994 -31%
Morgan Stanley
13
Morgan Stanley
New York
$10.8M -$555K -31,181 -5%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$10.5M -$689K -38,704 -6%
N
15
Nuveen
North Carolina
$9.32M -$906K -50,944 -8%
Victory Capital Management
16
Victory Capital Management
Texas
$8.78M -$846K -47,551 -8%
Northern Trust
17
Northern Trust
Illinois
$8.04M +$93.7K +5,266 +1%
Invesco
18
Invesco
Georgia
$7.81M +$2.69M +151,409 +49%
Norges Bank
19
Norges Bank
Norway
$6.74M +$1.18M +66,170 +20%
MOACM
20
Mutual of America Capital Management
New York
$6.39M +$27.5K +1,543 +0.4%
SEI Investments
21
SEI Investments
Pennsylvania
$5.64M -$978K -54,951 -14%
Ameriprise
22
Ameriprise
Minnesota
$5.22M +$95.3K +5,355 +2%
AQR Capital Management
23
AQR Capital Management
Connecticut
$4.51M +$2.35M +132,157 +99%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.48M -$168K -9,420 -3%
Citadel Advisors
25
Citadel Advisors
Florida
$4.19M -$35.3K -1,986 -0.8%

DLX Hedge Fund Activity: Q4 2022 in Review

172 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2022, worth a combined $622M — down 0.35% from $624M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DLX positions and 22 closed out — a net gain of 6 holders — while 63 added to existing stakes and 57 trimmed.

The largest buyer was BlackRock, adding an estimated $5.64M. The largest seller was Goldman Sachs, cutting an estimated $5.68M.

  • 172 institutional investors held Deluxe (DLX) as of Q4 2022, up from 169 in Q3 2022.
  • Funds reported $622M of Deluxe stock for Q4 2022, down 0.35% quarter-over-quarter.
  • 28 funds opened new Deluxe positions in Q4 2022 and 22 closed out, a net change of +6 holders.
  • The largest Deluxe buyer in Q4 2022 was BlackRock, an estimated $5.64M added.
  • The largest Deluxe seller in Q4 2022 was Goldman Sachs, an estimated $5.68M sold.

Based on aggregated 13F filings for Q4 2022.