Deluxe
172 hedge funds and large institutions have $600M invested in Deluxe in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 61 reducing their positions, and 24 closing their positions.
4% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 24
0% more funds holding
Funds holding: 172 → 172 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.93% less ownership
Funds ownership: 87.56% → 86.64% (-0.93%)
3% less call options, than puts
Call options by funds: $758K | Put options by funds: $778K
4% less capital invested
Capital invested by funds: $622M → $600M (-$22.4M)
8% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.92M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.44M |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$2.86M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$1.27M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$7.74M |
| 2 |
BlackRock
New York
|
-$4.73M |
| 3 |
VRS
Virginia Retirement Systems
Richmond,
Virginia
|
-$3.71M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$2.78M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$2.67M |
DLX Hedge Fund Activity: Q1 2023 in Review
172 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q1 2023, worth a combined $600M — down 3.6% from $622M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DLX positions and 24 closed out — a net gain of 1 holder — while 56 added to existing stakes and 61 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $5.92M. The largest seller was Victory Capital Management, cutting an estimated $7.74M.
- 172 institutional investors held Deluxe (DLX) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $600M of Deluxe stock for Q1 2023, down 3.6% quarter-over-quarter.
- 25 funds opened new Deluxe positions in Q1 2023 and 24 closed out, a net change of +1 holder.
- The largest Deluxe buyer in Q1 2023 was Citadel Advisors, an estimated $5.92M added.
- The largest Deluxe seller in Q1 2023 was Victory Capital Management, an estimated $7.74M sold.
Based on aggregated 13F filings for Q1 2023.