Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DELUXE CORP MEDIUM TERM NTS (DLX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — DLX

Based on 216 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
216 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

110 buying92 selling
Last quarter: 110 funds bought or added vs 92 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new DLX position: 26 → 29 → 26 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 17% medium 16% new
146 out of 216 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 +17% but shares only +2% — price-driven

Value
+17%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +17%, but actual share count only changed +2%. 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.
➡️

Steady discovery — ~34 new funds/quarter

33 → 26 → 29 → 26 → 34 new funds/Q
New funds entering each quarter: 26 → 29 → 26 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 8% 1-2yr 20% new
Of 219 current holders: 157 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
33 of 216 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 0 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: DLX
2026 Q1 Stats Unlock in 20 days 219 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 219 202 8.42%
13F Shares 38M 38M 1.6%
Total Value $852M $727M 17.25%
New Positions 34 26 +8
Increased Positions 77 76 +1
Closed Positions 16 23 -7
Reduced Positions 87 76 +11
Total Calls 3 5 -40.0%
Total Puts 2 5 -60.0%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: DLX

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

219 + investors

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

Top 25 institutional holders of DLX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DEPRINCE RACE & ZOLLO INC 1.03% 1,975,849 $54.4M
2 SummerHaven Investment Management, LLC 0.78% 46,277 $1.3M
3 Kendall Capital Management 0.26% 45,466 $1.3M
4 City Center Advisors, LLC 0.24% 9,573 $264K
5 Baron Wealth Management LLC 0.14% 16,651 $459K
6 Artemis Investment Management LLP 0.10% 331,455 $9.1M
7 Monument Capital Management 0.08% 11,430 $315K
8 Prism Advisors, Inc. 0.06% 8,700 $240K
9 WEDGE CAPITAL MANAGEMENT L L P/NC 0.05% 93,063 $2.6M
10 DGS Capital Management, LLC 0.04% 9,432 $260K
11 AEGON ASSET MANAGEMENT UK PLC 0.03% 74,903 $2.1M
12 Banque Cantonale Vaudoise 0.02% 19,795 $545K
13 Security National Bank 0.02% 3,845 $106K
14 Louisiana State Employees Retirement System 0.01% 20,000
15 Brooklyn Investment Group 0.01% 9,918 $273K
16 State of Alaska, Department of Revenue 0.01% 27,266
17 Ares Financial Consulting, LLC 0.01% 287 $8K
18 Sterling Capital Management LLC 0.01% 11,706 $322K
19 True Wealth Design, LLC 0.00% 546 $15K
20 Vermillion Wealth Management, Inc. 0.00% 382 $11K
21 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 12,025 $331K
22 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 69,417 $2K
23 USA FINANCIAL FORMULAS 0.00% 739 $20K
24 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.00% 10,320 $284K
25 Westfuller Advisors, LLC 0.00% 246 $7K
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 — 2 quarters in a row: For 2 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 — 54% buying: Last quarter: 110 funds bought or added vs 92 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 — 51% AUM from top-100 funds: 33 of 216 holders are among the 100 largest funds by AUM, controlling 51% 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?

68% of holders stayed for 2+ years: 146 out of 216 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.

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.