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EXL Service
EXLS

Overview Fund Activity

335 hedge funds and large institutions have $4.98B invested in EXL Service in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
135
Reduced
120
Closed
38
Calls
$2.3M
Puts
$2.24M
Net Calls
+$66K
Net Calls Change
+$954K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$44.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$304M
3
SAM
Silvercrest Asset Management
New York
$19.4M
4
BlackRock
BlackRock
New York
$695M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$235M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$66.6M
2
Principal Financial Group
Principal Financial Group
Iowa
$67.9M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$74.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$41.8M
5
IECM
Intrinsic Edge Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
226
Vanguard Personalized Indexing Management
California
$409K -$137K -4,318 -25%
USAA
227
United Services Automobile Association
Texas
$406K – – –
RJFSA
228
Raymond James Financial Services Advisors
Florida
$392K +$144K +4,516 +58%
YMRC
229
Yorktown Management & Research Company
Virginia
$385K – – –
Capstone Investment Advisors
230
Capstone Investment Advisors
New York
$383K +$96.3K +3,028 +34%
William Blair & Company
231
William Blair & Company
Illinois
$381K -$1.46K -46 -0.4%
Balyasny Asset Management
232
Balyasny Asset Management
Illinois
$379K -$2.87M -90,304 -88%
SAM
233
Shell Asset Management
Netherlands
$372K -$37.6K -1,202 -9%
CGH
234
Crossmark Global Holdings
Texas
$368K -$6.27K -197 -2%
NYLIM
235
New York Life Investment Management
New York
$368K +$368K +11,566 New
CL
236
Choreo LLC
Illinois
$364K +$11.1K +350 +3%
II
237
Inspire Investing
Idaho
$357K -$38.2K -1,200 -10%
AA
238
ALPS Advisors
Colorado
$352K +$5.34K +168 +2%
MC
239
Maverick Capital
Texas
$342K +$342K +10,752 New
PAS
240
Point72 Asia (Singapore)
Singapore
$337K +$337K +10,594 New
FNA
241
First National Advisers
Nebraska
$326K +$326K +10,253 New
TIA
242
Tandem Investment Advisors
South Carolina
$309K +$36.2K +1,140 +13%
PAG
243
Private Advisor Group
New Jersey
$304K -$34.7K -1,090 -10%
PRC
244
Pearl River Capital
Michigan
$298K +$298K +9,374 New
PA
245
Profund Advisors
Maryland
$296K +$11.2K +352 +4%
SSA
246
Schonfeld Strategic Advisors
New York
$281K +$281K +8,850 New
MIA
247
MeadowBrook Investment Advisors
Michigan
$281K -$19.1K -600 -6%
MLICM
248
Metropolitan Life Insurance Company (MetLife)
New York
$270K -$25.9K -815 -9%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$269K -$11.6K -371 -4%
MML Investors Services
250
MML Investors Services
Massachusetts
$269K +$9.2K +289 +4%
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