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EXL Service
EXLS

Overview Fund Activity

223 hedge funds and large institutions have $2.91B invested in EXL Service in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
66
Reduced
93
Closed
27
Calls
$650K
Puts
–
Net Calls
+$650K
Net Calls Change
+$1.45M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$43.6M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$22.9M
3
BlackRock
3
BlackRock
New York
$467M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$180M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$8.47M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$193M
2
RP
2
Riverbridge Partners
Minnesota
$0
3
TCM
3
TimesSquare Capital Management
New York
$43.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$52.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
226
Janus Henderson Group
United Kingdom
– -$2.35M -138,235 Closed
MSA
227
Mason Street Advisors
Wisconsin
– -$1.07M -63,040 Closed
DTL
228
Dynamic Technology Lab
Singapore
– -$772K -45,370 Closed
ECM
229
ExodusPoint Capital Management
New York
– -$594K -34,880 Closed
SS
230
Simplicity Solutions
Minnesota
– -$559K -32,810 Closed
DCM
231
Dupont Capital Management
Delaware
– -$519K -30,495 Closed
OAM
232
Oppenheimer Asset Management
New York
– -$455K -26,690 Closed
Truist Financial
233
Truist Financial
North Carolina
– -$361K -21,210 Closed
QSS
234
Quantitative Systematic Strategies
Florida
– -$348K -20,410 Closed
MMA
235
Miracle Mile Advisors
California
– -$337K -19,810 Closed
EGM
236
Engineers Gate Manager
New York
– -$331K -19,435 Closed
BCI
237
Brinker Capital Investments
Pennsylvania
– -$308K -18,080 Closed
M&T Bank
238
M&T Bank
New York
– -$299K -17,575 Closed
AAMU
239
Amundi Asset Management US
Massachusetts
– -$281K -16,500 Closed
PP
240
Paloma Partners
Connecticut
– -$250K -14,735 Closed
KFS
241
Kaizen Financial Strategies
California
– -$213K -12,500 Closed
BAM
242
Blueshift Asset Management
New Jersey
– -$202K -11,845 Closed
FTDI
243
First Trust Direct Indexing
Massachusetts
– -$97K -5,715 Closed
SO
244
STRS Ohio
Ohio
– -$93K -5,500 Closed
PWPS
245
Pinnacle Wealth Planning Services
Ohio
– -$41K -2,420 Closed
VCG
246
Vantage Consulting Group
Virginia
– -$40K -2,370 Closed
CCA
247
Childress Capital Advisors
Texas
– -$3K -175 Closed
BCWM
248
Bartlett & Co Wealth Management
Ohio
– -$1.7K -100 Closed
BC
249
Bartlett & Co
Ohio
– -$2K -100 Closed
BWA
250
BDO Wealth Advisors
Florida
– -$1K -60 Closed
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