Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Deluxe Corp Medium Term Nts (DLX)

249 + Investors. Track Smart Money conviction in DLX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — DLX

Based on 251 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DLX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
251 hedge funds hold DLX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

136 buying101 selling
Last quarter: 136 funds bought or added vs 101 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new DLX position: 30 → 27 → 36 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 21% new
158 out of 251 hedge funds have held DLX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +20% but shares only +3% — price-driven

Value
+19%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

27 → 30 → 27 → 36 → 46 new funds/Q
New funds entering each quarter: 30 → 27 → 36 → 46. A growing number of institutions are discovering DLX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 256 holders: 178 (70%) are 2+ year veterans, 25 entered 1–2 years ago, and 53 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
49 of 251 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in DLX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DLX

In 2026 Q1, 136 hedge funds were net buyers of DLX (46 opened a new position, 90 added to an existing one), while 101 reduced or exited (78 trimmed, 23 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in DLX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 251.

Hedge Fund Ownership: DLX

How many hedge funds hold DLX — quarterly history vs. share price
Quarterly hedge fund ownership of DLX vs. share price

Market Analysis: DLX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DLX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Deluxe Corp Medium Term Nts (DLX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DLX has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
DLX
-16.7%
XLI
+11.9%

DLX outperformed XLI by -28.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
DLX
+0.3%
XLI
+5.5%

Since the filing became public, DLX outperformed XLI by -5.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: DLX
249 + Investors

Track Smart Money conviction in DLX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 249 228 9.21%
13F Shares 40M 38M 3.12%
Total Value $1.02B $856M 19.47%
New Positions 45 36 +9
Increased Positions 90 79 +11
Closed Positions 24 16 +8
Reduced Positions 75 81 -6
Total Calls 3 3 -
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: DLX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

249 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DLX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DLX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Towle & Co 3.09% 289,155 $8.0M
2 Kiker Wealth Management, LLC 1.30% 98,937 $2.7M
3 Deprince Race & Zollo Inc 1.03% 1,975,849 $54.4M
4 Mork Capital Management, LLC 0.95% 48,540 $1.3M
5 Round Hill Asset Management 0.83% 45,808 $1.3M
6 SummerHaven Investment Management, LLC 0.78% 46,277 $1.3M
7 Hudson Portfolio Management LLC 0.68% 29,160 $803K
8 Icon Advisers Inc/Co 0.64% 100,000 $2.8M
9 Ipsen Advisor Group LLC 0.57% 29,823 $821K
10 Integrated Quantitative Investments LLC 0.33% 65,956 $1.8M
11 Bridgeway Capital Management, LLC 0.31% 551,298 $15.2M
12 Kendall Capital Management 0.26% 45,466 $1.3M
13 Minerva Advisors LLC 0.25% 13,900 $383K
14 City Center Advisors, LLC 0.24% 9,573 $264K
15 Denali Advisors LLC 0.23% 74,100 $2.0M
16 Virtus Advisers, LLC 0.20% 15,750 $434K
17 Baron Wealth Management LLC 0.14% 16,651 $459K
18 Campbell & CO Investment Adviser LLC 0.14% 86,657 $2.4M
19 Westside Investment Management, Inc. 0.10% 24,565 $677K
20 Artemis Investment Management LLP 0.10% 331,455 $9.1M
21 Monument Capital Management 0.08% 11,430 $315K
22 Empowered Funds, LLC 0.08% 442,099 $12.2M
23 Legato Capital Management LLC 0.07% 26,468 $729K
24 Prism Advisors, Inc. 0.06% 8,700 $240K
25 Dynamic Technology Lab Private Ltd 0.05% 12,265 $338K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Deluxe Corp Medium Term Nts (DLX)

What does the Smart Money Trend signal show for DLX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DLX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DLX?

Slight buying edge — 57% buying: Last quarter: 136 funds bought or added vs 101 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DLX holders?

Elite ownership — 40% AUM from top-100 funds: 49 of 251 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in DLX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DLX?

63% of holders stayed for 2+ years: 158 out of 251 hedge funds have held DLX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Deluxe Corp Medium Term Nts (DLX) following the 2026 Q1 hedge fund 13F filings?

As of today, DLX has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of -5.2%. Since the quarter end (March 31, 2026), DLX has gained -16.7% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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