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199 hedge funds and large institutions have $851M invested in Deluxe in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

73% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $966K

9% more capital invested

Capital invested by funds: $781M → $851M (+$70.1M)

6% more funds holding

Funds holding: 188199 (+11)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

0.19% less ownership

Funds ownership: 86.2%86.01% (-0.19%)

Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
61
Reduced
61
Closed
19
Calls
$1.67M
Puts
$966K
Net Calls
+$702K
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$160M +$115K +5,378 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M +$558K +26,109 +0.5%
LSV Asset Management
3
LSV Asset Management
Illinois
$47.4M +$465K +21,752 +1%
American Century Companies
4
American Century Companies
Missouri
$46.7M -$14.8M -692,887 -25%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.8M +$2.64M +123,361 +6%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$42.8M +$1.34M +62,525 +3%
State Street
7
State Street
Massachusetts
$37.7M -$266K -12,428 -0.7%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$28.9M -$65.6K -3,069 -0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$22.7M +$817K +38,237 +4%
Charles Schwab
10
Charles Schwab
California
$21.1M -$3.29M -153,936 -14%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$18.3M +$579K +27,111 +3%
Morgan Stanley
12
Morgan Stanley
New York
$16.5M +$200K +9,372 +1%
Invesco
13
Invesco
Georgia
$15.7M -$2.39M -112,049 -14%
N
14
Nuveen
North Carolina
$15.6M -$61.4K -2,874 -0.4%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$13.1M -$54K -2,526 -0.4%
Northern Trust
16
Northern Trust
Illinois
$10.3M -$245K -11,487 -2%
Goldman Sachs
17
Goldman Sachs
New York
$9.91M +$1.2M +56,303 +15%
Prudential Financial
18
Prudential Financial
New Jersey
$9.86M +$1.4M +65,395 +18%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.31M -$484K -22,652 -5%
BCM
20
Bridgeway Capital Management
Texas
$8.9M +$319K +14,940 +4%
Lazard Asset Management
21
Lazard Asset Management
New York
$5.85M +$5.3M +248,088 +1,980%
AQR Capital Management
22
AQR Capital Management
Connecticut
$5.82M +$240K +11,240 +5%
SEI Investments
23
SEI Investments
Pennsylvania
$5.81M -$1.57M -73,434 -22%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$5.57M -$1M -46,959 -16%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$5.3M +$4.61M +215,927 +1,074%

DLX Hedge Fund Activity: Q2 2024 in Review

199 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2024, worth a combined $851M — up 9% from $781M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DLX positions and 19 closed out — a net gain of 14 holders — while 61 added to existing stakes and 61 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $5.3M. The largest seller was American Century Companies, cutting an estimated $14.8M.

  • 199 institutional investors held Deluxe (DLX) as of Q2 2024, up from 188 in Q1 2024.
  • Funds reported $851M of Deluxe stock for Q2 2024, up 9% quarter-over-quarter.
  • 33 funds opened new Deluxe positions in Q2 2024 and 19 closed out, a net change of +14 holders.
  • The largest Deluxe buyer in Q2 2024 was Lazard Asset Management, an estimated $5.3M added.
  • The largest Deluxe seller in Q2 2024 was American Century Companies, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2024.