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EXL Service
EXLS

Overview Fund Activity

284 hedge funds and large institutions have $4.55B invested in EXL Service in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+26
Holders Change %
+10.08%
% of All Funds
4.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
102
Reduced
101
Closed
14
Calls
$767K
Puts
$1.19M
Net Calls
-$420K
Net Calls Change
-$262K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$43.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$298M
3
BlackRock
3
BlackRock
New York
$722M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$64M
5
UBS Group
5
UBS Group
Switzerland
$13.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$125M
2
Goldman Sachs
2
Goldman Sachs
New York
$16.1M
3
Fidelity International
3
Fidelity International
Bermuda
$39.9M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$83.6M
5
CCM
5
Channing Capital Management
Illinois
$53.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
251
Asset Management One
Japan
$28K +$28K +970 New
DFCM
252
Dark Forest Capital Management
Puerto Rico
$25K +$25K +875 New
ME
253
McIlrath & Eck
Washington
$24K – – –
CFGS
254
Concourse Financial Group Securities
Alabama
$24K +$6.18K +210 +35%
MIM
255
Macroview Investment Management
Maryland
$19K +$19K +660 New
PA
256
Parallel Advisors
California
$17K – – –
PFBT
257
Parkside Financial Bank & Trust
Missouri
$16K – – –
TWA
258
TCI Wealth Advisors
Arizona
$14K +$894 +30 +7%
BFEC
259
Benjamin F. Edwards & Company
Missouri
$14K +$14K +500 New
STCOSD
260
Sageworth Trust Company of South Dakota
South Dakota
$13K +$13K +440 New
GAM
261
Gemmer Asset Management
California
$12K – – –
WTC
262
WhitTier Trust Company
Nevada
$10K -$42.9K -1,500 -81%
SWA
263
SOA Wealth Advisors
New York
$10K – – –
HNB
264
Huntington National Bank
Ohio
$7K – – –
APA
265
American Portfolios Advisors
New York
$6.08K – – –
MCM
266
Manchester Capital Management
Vermont
$5K +$1.18K +40 +31%
Bessemer Group
267
Bessemer Group
New Jersey
$5K +$5K +185 New
ST
268
Sageworth Trust
Pennsylvania
$4K -$13.8K -465 -78%
IA
269
IFP Advisors
Florida
$4K -$1.57K -55 -28%
BIA
270
Bell Investment Advisors
California
$4K +$1.07K +40 +36%
QCG
271
Quadrant Capital Group
Ohio
$3K -$1.65K -55 -35%
FPS
272
Fieldpoint Private Securities
Connecticut
$3K – – –
ACM
273
AUA Capital Management
Pennsylvania
$3K +$652 +25 +28%
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
$2.46K – – –
Manulife (Manufacturers Life Insurance)
275
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.39K -$13 -440 -0.5%
8 9 10
11
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