Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Deluxe Corp Medium Term Nts (DLX)

240 + 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
↑ +25
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — DLX

Based on 253 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
253 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 — +22% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+22% 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 — 58% buying

137 buying100 selling
Last quarter: 137 funds bought or added vs 100 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 (+11 vs last Q)

new funds entering per quarter
Funds opening a new DLX position: 30 → 27 → 36 → 47. 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
160 out of 253 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 → 47 new funds/Q
New funds entering each quarter: 30 → 27 → 36 → 47. 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 258 holders: 180 (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 — 59% AUM from top-100 funds

59% from top-100 AUM funds
50 of 253 holders are among the 100 largest funds by AUM, controlling 59% 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, 137 hedge funds were net buyers of DLX (47 opened a new position, 90 added to an existing one), while 100 reduced or exited (78 trimmed, 22 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in DLX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 253.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: DLX
240 + Investors

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

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

Statistics: DLX

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Financial Highlights

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Institutional Holders (2026 Q2)

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:
Top 25 DLX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Towle & Co 2.20% 271,397 $6.5M
2 Mork Capital Management, LLC 0.74% 48,540 $1.2M
3 Round Hill Asset Management 0.69% 45,808 $1.1M
4 SummerHaven Investment Management, LLC 0.59% 46,277 $1.1M
5 Hudson Portfolio Management LLC 0.53% 29,160 $696K
6 Watershed Asset Management, L.L.C. 0.41% 19,341 $462K
7 Icon Advisers Inc/Co 0.40% 90,000 $2.1M
8 Ipsen Advisor Group LLC 0.39% 25,196 $602K
9 Kendall Capital Management 0.31% 78,776 $1.9M
10 Integrated Quantitative Investments LLC 0.30% 77,951 $1.9M
11 Hennessy Advisors Inc 0.26% 338,700 $8.1M
12 Bridgeway Capital Management, LLC 0.22% 530,775 $12.7M
13 Minerva Advisors LLC 0.21% 13,900 $332K
14 City Center Advisors, LLC 0.18% 9,289 $222K
15 Denali Advisors LLC 0.16% 68,000 $1.6M
16 Virtus Advisers, LLC 0.15% 16,544 $395K
17 Raffa Wealth Management, LLC 0.12% 2,698 $158K
18 Ariadne Wealth Management, LP 0.10% 9,250 $221K
19 Baron Wealth Management LLC 0.09% 15,315 $366K
20 Empowered Funds, LLC 0.09% 694,660 $16.6M
21 Campbell & CO Investment Adviser LLC 0.08% 67,020 $1.6M
22 Burney Co/ 0.08% 118,624 $2.8M
23 Atom Investors LP 0.06% 29,739 $710K
24 Fox Run Management, L.L.C. 0.06% 15,225 $364K
25 Legato Capital Management LLC 0.06% 29,470 $704K
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 — 58% buying: Last quarter: 137 funds bought or added vs 100 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 — 59% AUM from top-100 funds: 50 of 253 holders are among the 100 largest funds by AUM, controlling 59% 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: 160 out of 253 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.

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