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EXL Service
EXLS

Overview Fund Activity

258 hedge funds and large institutions have $3.93B invested in EXL Service in 2021 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 79 increasing their positions, 88 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+36
Holders Change %
+16.22%
% of All Funds
4.53%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
53
Increased
79
Reduced
88
Closed
14
Calls
$308K
Puts
$466K
Net Calls
-$158K
Net Calls Change
+$6.15M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$48.2M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$40.8M
3
AG
Atairos Group
Pennsylvania
$38.2M
4
VNIM
Vaughan Nelson Investment Management
Texas
$93.3M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$52.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$226M
2
Fidelity International
Fidelity International
Bermuda
$58.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$203M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$146M
5
BCA
Bernzott Capital Advisors
California
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
226
Sutton Wealth Advisors
Florida
$58.2K – – –
SIC
227
Salem Investment Counselors
North Carolina
$49K – – –
WTC
228
WhitTier Trust Company
Nevada
$46K +$46K +1,850 New
CFB
229
Cullen/Frost Bankers
Texas
$41K – – –
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$4.26K +175 +13%
HFM
231
Harvest Fund Management
China
$36K +$36K +1,470 New
LWM
232
Liberty Wealth Management
California
$28K +$9.12K +355 +48%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$24K +$5.46K +225 +29%
PHK
234
Point72 Hong Kong
Hong Kong
$21K -$19K -765 -48%
ME
235
McIlrath & Eck
Washington
$20K – – –
ST
236
Sageworth Trust
Pennsylvania
$15K – – –
CFGS
237
Concourse Financial Group Securities
Alabama
$15K +$2.98K +120 +25%
MAM
238
Meeder Asset Management
Ohio
$15K +$3.39K +140 +29%
PA
239
Parallel Advisors
California
$14K +$7.06K +290 +102%
PFBT
240
Parkside Financial Bank & Trust
Missouri
$13K – – –
TWA
241
TCI Wealth Advisors
Arizona
$11K +$875 +35 +9%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$11K +$4.25K +170 +63%
GAM
243
Gemmer Asset Management
California
$10K – – –
SWA
244
SOA Wealth Advisors
New York
$8K – – –
HNB
245
Huntington National Bank
Ohio
$6K – – –
APA
246
American Portfolios Advisors
New York
$5.17K -$795K -32,290 -99%
IA
247
IFP Advisors
Florida
$5K – – –
QCG
248
Quadrant Capital Group
Ohio
$4K +$1.42K +55 +55%
GRP
249
Global Retirement Partners
California
$4K +$4K +180 New
BIA
250
Bell Investment Advisors
California
$3K +$3K +110 New
7 8 9
10
11