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209 hedge funds and large institutions have $867M invested in Deluxe in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

28% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.21M

18% more capital invested

Capital invested by funds: $736M → $867M (+$131M)

4% more funds holding

Funds holding: 201209 (+8)

1.26% more ownership

Funds ownership: 85.4%86.66% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

Holders
209
Holders Change
+8
Holders Change %
+3.98%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
71
Reduced
66
Closed
24
Calls
$2.82M
Puts
$2.21M
Net Calls
+$609K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$161M +$36K +1,677 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$119M +$1.38M +64,060 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.4M +$3.81M +177,534 +8%
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$47.9M -$924K -43,020 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$41.1M -$4.23M -196,700 -10%
State Street
6
State Street
Massachusetts
$39.6M +$1.26M +58,512 +3%
American Century Companies
7
American Century Companies
Missouri
$38M -$824K -38,360 -2%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$28.9M +$672K +31,288 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$22.8M -$456K -21,228 -2%
Morgan Stanley
10
Morgan Stanley
New York
$17.9M -$222K -10,350 -1%
Invesco
11
Invesco
Georgia
$17.3M +$1.05M +49,104 +7%
Goldman Sachs
12
Goldman Sachs
New York
$15.7M +$1.35M +62,701 +10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$14.4M -$3.19M -148,686 -19%
Charles Schwab
14
Charles Schwab
California
$14.1M -$3.76M -175,087 -22%
Prudential Financial
15
Prudential Financial
New Jersey
$13.5M +$2.54M +118,300 +25%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$11.4M -$3.02M -140,670 -22%
Northern Trust
17
Northern Trust
Illinois
$11.4M +$744K +34,659 +7%
BCM
18
Bridgeway Capital Management
Texas
$9.46M +$241K +11,233 +3%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$9.22M +$2.23M +103,989 +34%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.1M -$11.6K -539 -0.1%
N
21
Nuveen
North Carolina
$7.68M -$2.59M -120,603 -26%
UBS Group
22
UBS Group
Switzerland
$7.16M +$4.93M +229,664 +263%
AQR Capital Management
23
AQR Capital Management
Connecticut
$5.59M -$385K -17,933 -7%
SEI Investments
24
SEI Investments
Pennsylvania
$5.28M +$466K +21,685 +10%
EF
25
Empowered Funds
Pennsylvania
$5.23M +$241K +11,233 +5%

DLX Hedge Fund Activity: Q4 2024 in Review

209 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2024, worth a combined $867M — up 18% from $736M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DLX positions and 24 closed out — a net gain of 9 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was UBS Group, adding an estimated $4.93M. The largest seller was LSV Asset Management, cutting an estimated $4.23M.

  • 209 institutional investors held Deluxe (DLX) as of Q4 2024, up from 201 in Q3 2024.
  • Funds reported $867M of Deluxe stock for Q4 2024, up 18% quarter-over-quarter.
  • 33 funds opened new Deluxe positions in Q4 2024 and 24 closed out, a net change of +9 holders.
  • The largest Deluxe buyer in Q4 2024 was UBS Group, an estimated $4.93M added.
  • The largest Deluxe seller in Q4 2024 was LSV Asset Management, an estimated $4.23M sold.

Based on aggregated 13F filings for Q4 2024.