EXLS icon

EXL Service
EXLS

Overview Fund Activity

327 hedge funds and large institutions have $4.39B invested in EXL Service in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
121
Reduced
135
Closed
41
Calls
$2.52M
Puts
$1.77M
Net Calls
+$750K
Net Calls Change
+$448K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$71.2M
2
FAM
2
Fenimore Asset Management
New York
$74.8M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$179M
4
BTW
4
Boston Trust Walden
Massachusetts
$87.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$5.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$19.9M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$0
4
JCM
4
Junto Capital Management
New York
$0
5
CSS
5
Cubist Systematic Strategies
Connecticut
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
226
Cipher Capital
New York
$394K +$394K +14,048 New
SAM
227
Securian Asset Management
Minnesota
$394K -$16.7K -594 -4%
FRM
228
Fox Run Management
Connecticut
$392K +$392K +13,973 New
SSWM
229
Sheets Smith Wealth Management
North Carolina
$370K +$10.1K +360 +3%
CGH
230
Crossmark Global Holdings
Texas
$367K – – –
QCM
231
Quantinno Capital Management
New York
$357K +$31K +1,105 +10%
Simplex Trading
232
Simplex Trading
Illinois
$344K +$344K +12,300 New
YMRC
233
Yorktown Management & Research Company
Virginia
$339K -$292K -10,400 -46%
CCIA
234
Campbell & Co Investment Adviser
Maryland
$333K -$949K -33,848 -74%
CC
235
Centiva Capital
New York
$333K +$333K +11,882 New
USAA
236
United Services Automobile Association
Texas
$332K +$332K +11,858 New
AAS
237
Avantax Advisory Services
Texas
$329K +$26.2K +933 +9%
AA
238
ALPS Advisors
Colorado
$323K +$323K +11,510 New
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$322K +$43.5K +1,551 +16%
II
240
Inspire Investing
Idaho
$305K +$14K +499 +5%
PAG
241
Private Advisor Group
New Jersey
$304K -$19.2K -685 -6%
OAM
242
Oppenheimer Asset Management
New York
$303K +$303K +10,800 New
NS
243
NBC Securities
Alabama
$302K +$302K +10,790 New
Lazard Asset Management
244
Lazard Asset Management
New York
$297K -$1.25M -44,616 -81%
ACM
245
Aquatic Capital Management
Illinois
$280K -$1.33M -47,500 -83%
Empower Advisory Group
246
Empower Advisory Group
Colorado
$279K – – –
Envestnet Portfolio Solutions
247
Envestnet Portfolio Solutions
Illinois
$278K +$278K +9,923 New
DT
248
Diversified Trust
Tennessee
$276K -$124K -4,409 -31%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$270K -$1.6M -56,835 -86%
MM
250
MQS Management
New York
$269K +$24.5K +875 +10%
8 9
10
11 12