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EXL Service
EXLS

Overview Fund Activity

332 hedge funds and large institutions have $4.79B invested in EXL Service in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 139 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-10
Holders Change %
-2.92%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
40
Increased
139
Reduced
120
Closed
49
Calls
$1.04M
Puts
$740K
Net Calls
+$302K
Net Calls Change
+$1.11M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$59.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$45.2M
3
BlackRock
BlackRock
New York
+$41.4M
4
Fidelity International
Fidelity International
Bermuda
+$34M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$143M
2
HRCM
Hood River Capital Management
Florida
-$75.8M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$21.9M
4
DCM
Driehaus Capital Management
Illinois
-$18.6M
5
Ameriprise
Ameriprise
Minnesota
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$455K +$29.6K +980 +7%
US Bancorp
227
US Bancorp
Minnesota
$448K -$301K -9,975 -40%
GC
228
Guggenheim Capital
Illinois
$445K -$287K -9,515 -39%
SAM
229
Securian Asset Management
Minnesota
$442K -$15.1K -500 -3%
DT
230
Diversified Trust
Tennessee
$431K – – –
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$425K +$68.9K +2,280 +19%
CAN
232
Cetera Advisor Networks
California
$421K +$49.2K +1,630 +13%
RWM
233
Ritholtz Wealth Management
New York
$407K -$8.61K -285 -2%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$402K -$71.3K -11,780 -15%
AAM
235
Azzad Asset Management
Virginia
$391K +$15.4K +510 +4%
SSWM
236
Sheets Smith Wealth Management
North Carolina
$387K – – –
QT
237
Quantamental Technologies
New York
$386K +$386K +12,770 New
Walleye Capital
238
Walleye Capital
New York
$385K +$385K +12,755 New
I
239
InceptionR
California
$374K +$374K +12,380 New
CGH
240
Crossmark Global Holdings
Texas
$357K -$37.1K -1,300 -9%
QCM
241
Quantinno Capital Management
New York
$351K +$87.3K +2,890 +33%
XT
242
XTX Topco
Cayman Islands
$346K -$303K -10,045 -47%
Creative Planning
243
Creative Planning
Kansas
$344K -$20.2K -670 -6%
DA
244
Drake & Associates
Wisconsin
$341K +$15K +495 +5%
RA
245
Royce & Associates
New York
$335K -$93.7K -3,100 -22%
PAG
246
Private Advisor Group
New Jersey
$327K +$88.9K +3,130 +37%
AAS
247
Avantax Advisory Services
Texas
$327K +$39.1K +1,295 +14%
II
248
Inspire Investing
Idaho
$314K +$62.1K +2,055 +25%
Verition Fund Management
249
Verition Fund Management
Connecticut
$310K -$375K -12,405 -55%
AIM
250
Aigen Investment Management
New York
$302K +$302K +9,990 New
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