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EXL Service
EXLS

Overview Fund Activity

290 hedge funds and large institutions have $4.42B invested in EXL Service in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 115 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.59%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
103
Reduced
115
Closed
25
Calls
$22.4M
Puts
$717K
Net Calls
+$21.7M
Net Calls Change
+$22.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$407M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$82.4M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$94.4M
4
Invesco
Invesco
Georgia
$66.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$25.3M

Top Sellers

1
CCM
Channing Capital Management
Illinois
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$75.7M
3
BCA
Bernzott Capital Advisors
California
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$233K -$22.5K -785 -9%
American Century Companies
227
American Century Companies
Missouri
$232K +$287 +10 +0.1%
OWA
228
One Wealth Advisors
California
$231K – – –
PP
229
Paloma Partners
Connecticut
$228K -$64.6K -2,250 -22%
AAS
230
Avantax Advisory Services
Texas
$226K -$17.8K -620 -7%
OAM
231
Oppenheimer Asset Management
New York
$220K -$13.3K -465 -6%
Creative Planning
232
Creative Planning
Kansas
$217K +$217K +7,575 New
AT
233
American Trust
Kentucky
$215K +$215K +7,515 New
HIC
234
Holderness Investments Company
North Carolina
$201K – – –
RFN
235
RDA Financial Network
Iowa
$201K +$201K +7,005 New
Macquarie Group
236
Macquarie Group
Australia
$172K +$15.9K +556,135 +10%
VI
237
Vestcor Inc
New Brunswick, Canada
$168K +$168K +5,870 New
HIA
238
Harbor Investment Advisory
Maryland
$140K – – –
C
239
Covestor
United Kingdom
$137K +$135K +4,700 +6,267%
Ohio Public Employees Retirement System (OPERS)
240
Ohio Public Employees Retirement System (OPERS)
Ohio
$122K -$2.71K -95 -2%
VanEck Associates
241
VanEck Associates
New York
$118K +$16.1K +565 +16%
TPCW
242
TD Private Client Wealth
New York
$84.5K +$84.5K +2,950 New
UB
243
UMB Bank
Missouri
$76K – – –
SWA
244
Sutton Wealth Advisors
Florida
$71.1K +$2.29K +80 +3%
CMF
245
Counterpoint Mutual Funds
California
$70K +$70K +2,440 New
PCG
246
Private Capital Group
Connecticut
$63K -$7.41K -260 -11%
AIC
247
Archer Investment Corporation
Indiana
$57.3K +$57.3K +2,000 New
AS
248
Altshuler Shaham
Israel
$57K -$15.7K -545 -22%
SIC
249
Salem Investment Counselors
North Carolina
$57K – – –
TRCT
250
Tower Research Capital (TRC)
New York
$51K -$7.45K -260 -13%
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