EXLS icon

EXL Service
EXLS

Overview Fund Activity

344 hedge funds and large institutions have $4.81B invested in EXL Service in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 133 increasing their positions, 123 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+9
Holders Change %
+2.69%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
50
Increased
133
Reduced
123
Closed
37
Calls
$2.95M
Puts
$3.27M
Net Calls
-$320K
Net Calls Change
-$386K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$160M
2
BlackRock
BlackRock
New York
$726M
3
IECM
Intrinsic Edge Capital Management
Illinois
$19.3M
4
Citadel Advisors
Citadel Advisors
Florida
$58M
5
SCM
SG Capital Management
Illinois
$12.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$250M
2
Principal Financial Group
Principal Financial Group
Iowa
$19.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
$496M
4
Invesco
Invesco
Georgia
$8.85M
5
Fidelity International
Fidelity International
Bermuda
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
226
QRG Capital Management
Illinois
$424K -$18.4K -587 -4%
FRM
227
Fox Run Management
Connecticut
$424K +$424K +13,512 New
CL
228
Choreo LLC
Illinois
$414K +$56.3K +1,804 +16%
RJFSA
229
Raymond James Financial Services Advisors
Florida
$407K +$19.5K +623 +5%
SAM
230
Securian Asset Management
Minnesota
$406K -$19K -607 -4%
UF
231
Univest Financial
Pennsylvania
$399K +$399K +12,730 New
Wealth Enhancement Advisory Services
232
Wealth Enhancement Advisory Services
Minnesota
$398K -$30.8K -981 -7%
GCM
233
Graham Capital Management
Connecticut
$387K -$180K -5,745 -32%
YMRC
234
Yorktown Management & Research Company
Virginia
$379K – – –
FNA
235
First National Advisers
Nebraska
$365K +$43.7K +1,392 +14%
SEC
236
Seven Eight Capital
New York
$363K +$363K +11,585 New
II
237
Inspire Investing
Idaho
$348K -$3.98K -127 -1%
AA
238
ALPS Advisors
Colorado
$345K -$1.91K -61 -0.6%
Envestnet Portfolio Solutions
239
Envestnet Portfolio Solutions
Illinois
$341K -$92.5K -2,949 -21%
Truist Financial
240
Truist Financial
North Carolina
$334K +$334K +10,662 New
CGH
241
Crossmark Global Holdings
Texas
$333K -$29.5K -939 -8%
AA
242
AlphaMark Advisors
Kentucky
$331K +$331K +10,556 New
TC
243
TradeLink Capital
Illinois
$327K +$327K +10,413 New
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$318K -$181K -5,783 -36%
HCA
245
Harbour Capital Advisors
Virginia
$312K +$312K +10,000 New
BC
246
Bridgefront Capital
Texas
$305K +$87.6K +2,794 +40%
CC
247
Corton Capital
Ontario, Canada
$300K +$300K +9,555 New
SA
248
Sanctuary Advisors
Indiana
$299K +$299K +10,197 New
PAG
249
Private Advisor Group
New Jersey
$297K -$2.98K -95 -1%
TIA
250
Tandem Investment Advisors
South Carolina
$297K -$8.2K -261 -3%
8 9
10
11 12