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EXL Service
EXLS

Overview Fund Activity

296 hedge funds and large institutions have $4.79B invested in EXL Service in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+6
Holders Change %
+2.07%
% of All Funds
5.01%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
48
Increased
88
Reduced
133
Closed
33
Calls
$13.7M
Puts
$7.32M
Net Calls
+$6.41M
Net Calls Change
-$15.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$518M
2
Invesco
Invesco
Georgia
$139M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$108M
4
Principal Financial Group
Principal Financial Group
Iowa
$95.2M
5
HRCM
Hood River Capital Management
Florida
$26.7M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$145M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$147M
3
Man Group
Man Group
United Kingdom
$12.3M
4
Prudential Financial
Prudential Financial
New Jersey
$5.8M
5
NPIC
Neumeier Poma Investment Counsel
California
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
226
One Wealth Advisors
California
$237K -$1.03K -35 -0.4%
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$233K -$6.04K -205 -3%
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$224K +$224K +7,600 New
VT
229
Vise Technologies
New York
$221K +$221K +7,510 New
OAM
230
Oppenheimer Asset Management
New York
$218K -$7.94K -270 -4%
M&T Bank
231
M&T Bank
New York
$218K +$218K +7,420 New
ONGA
232
O'Neil Global Advisors
California
$214K +$214K +7,250 New
II
233
Inspire Investing
Idaho
$213K -$31.4K -1,065 -13%
DT
234
Diversified Trust
Tennessee
$210K +$210K +7,110 New
FTDI
235
First Trust Direct Indexing
Massachusetts
$208K +$208K +7,075 New
AP
236
Advisor Partners
California
$206K +$206K +6,975 New
ECM
237
Evergreen Capital Management
Washington
$205K +$205K +6,970 New
AAS
238
Avantax Advisory Services
Texas
$202K -$29.4K -1,000 -13%
VI
239
Vestcor Inc
New Brunswick, Canada
$173K – – –
PI
240
PEAK6 Investments
Illinois
$161K +$161K +5,330 New
UBS Group
241
UBS Group
Switzerland
$153K -$1.81M -61,125 -92%
VanEck Associates
242
VanEck Associates
New York
$128K +$6.61K +225 +5%
Ohio Public Employees Retirement System (OPERS)
243
Ohio Public Employees Retirement System (OPERS)
Ohio
$117K -$9.16K -310 -7%
HIA
244
Harbor Investment Advisory
Maryland
$110K -$33.4K -1,140 -23%
TPCW
245
TD Private Client Wealth
New York
$88K +$1.03K +35 +1%
SWA
246
Sutton Wealth Advisors
Florida
$73.4K +$295 +10 +0.4%
C
247
Covestor
United Kingdom
$73K -$68.4K -2,310 -48%
UB
248
UMB Bank
Missouri
$71K -$6.76K -230 -9%
Amundi
249
Amundi
France
$71K +$28.3K +1,000 +66%
FHA
250
First Horizon Advisors
Tennessee
$61K +$31.6K +1,095 +107%
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