DLX Hedge Fund Ownership (Q2 2026)

Deluxe Corp Medium Term Nts (DLX)

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

Smart Money Signals — DLX

Based on 245 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their DLX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

245 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 — +19% more funds vs a year ago

fund count last 6Q

+39 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 47% buying

118 buying132 selling

Last quarter: 132 funds reduced or exited vs 118 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 27 → 36 → 47 → 39. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 15% medium ■ 19% new

163 out of 245 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.

📈

Growing discovery — still being found

31 → 27 → 36 → 47 → 39 new funds/Q

New funds entering each quarter: 27 → 36 → 47 → 39. A growing number of institutions are discovering DLX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 20% new

Entry-cohort mix of 249 holders: 171 (69%) are 2+ year veterans, 27 entered 1–2 years ago, and 51 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds

48 of 244 holders are among the 100 largest funds by AUM, controlling 57% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	240	253	-5.14%
13F Shares	39M	40M	-3.07%
Total Value	$861M	$1.02B	-15.97%
New Positions	38	47	-9
Increased Positions	76	90	-14
Closed Positions	50	22	+28
Reduced Positions	83	76	+7
Total Calls	3	3	-
Total Puts	2	2	-
PUT/CALL Ratio	0.67	0.67	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

240

253

-5.14%

13F Shares

39M

40M

-3.07%

Total Value

$861M

$1.02B

-15.97%

New Positions

-9

Increased Positions

-14

Closed Positions

+28

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.67

Bullish

Institutional Holders (2026 Q3)

240 + 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:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DLX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Towle & Co	2.08%	266,444	$6.1M
2	Deprince Race & Zollo Inc	0.76%	1,863,918	$42.8M
3	Round Hill Asset Management	0.65%	45,943	$1.1M
4	Hudson Portfolio Management LLC	0.51%	29,160	$670K
5	SummerHaven Investment Management, LLC	0.50%	35,199	$686K
6	Ipsen Advisor Group LLC	0.40%	25,446	$584K
7	Kendall Capital Management	0.33%	86,371	$2.0M
8	Hussman Strategic Advisors, INC.	0.31%	63,000	$1.4M
9	Icon Advisers Inc/Co	0.27%	60,000	$1.4M
10	Hennessy Advisors Inc	0.27%	308,500	$7.1M
11	Minerva Advisors LLC	0.20%	13,900	$319K
12	City Center Advisors, LLC	0.17%	9,927	$228K
13	Virtus Advisers, LLC	0.17%	20,681	$475K
14	Denali Advisors LLC	0.16%	68,000	$1.6M
15	Baron Wealth Management LLC	0.10%	16,831	$387K
16	Ariadne Wealth Management, LP	0.09%	9,292	$213K
17	Campbell & CO Investment Adviser LLC	0.07%	73,796	$1.7M
18	Optimize Financial INC.	0.06%	13,003	$299K
19	North Star Investment Management Corp.	0.06%	45,000	$1.0M
20	Monument Capital Management	0.05%	11,097	$255K
21	Artemis Investment Management LLP	0.05%	263,096	$6.0M
22	Advisors Asset Management, Inc.	0.05%	99,856	$3.3M
23	Prism Advisors, Inc.	0.05%	8,700	$201K
24	Wedge Capital Management L L P/Nc	0.05%	113,279	$2.6M
25	Westside Investment Management, Inc.	0.04%	14,735	$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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DLX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DLX?

More sellers than buyers — 47% buying: Last quarter: 132 funds reduced or exited vs 118 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DLX holders?

Elite ownership — 57% AUM from top-100 funds: 48 of 244 holders are among the 100 largest funds by AUM, controlling 57% 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?

67% of holders stayed for 2+ years: 163 out of 245 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.

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Deluxe Corp Medium Term Nts (DLX)

Smart Money Signals — DLX

Selling streak — 1 quarter in a row

At the ownership peak (97% of max)

Steady growth — +19% more funds vs a year ago

More sellers than buyers — 47% buying

Fewer new buyers each quarter (-8 vs last Q)

67% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 69% veterans vs 20% newcomers

Elite ownership — 57% AUM from top-100 funds

Institutional Sentiment Summary — DLX

Hedge Fund Ownership: DLX

Market Analysis: DLX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DLX

Hedge Fund Positioning: DLX

Statistics: DLX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

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

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