EXLS icon

EXL Service
EXLS

Overview Fund Activity

296 hedge funds and large institutions have $4.79B invested in EXL Service in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+6
Holders Change %
+2.07%
% of All Funds
5.01%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
48
Increased
88
Reduced
133
Closed
33
Calls
$13.7M
Puts
$7.32M
Net Calls
+$6.41M
Net Calls Change
-$15.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$518M
2
Invesco
Invesco
Georgia
$139M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$108M
4
Principal Financial Group
Principal Financial Group
Iowa
$95.2M
5
HRCM
Hood River Capital Management
Florida
$26.7M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$145M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$147M
3
Man Group
Man Group
United Kingdom
$12.3M
4
Prudential Financial
Prudential Financial
New Jersey
$5.8M
5
NPIC
Neumeier Poma Investment Counsel
California
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
251
Salem Investment Counselors
North Carolina
$59K – – –
AIC
252
Archer Investment Corporation
Indiana
$58.9K – – –
PCG
253
Private Capital Group
Connecticut
$55K -$10.3K -350 -16%
GRP
254
Global Retirement Partners
California
$47K +$294 +10 +0.6%
BTI
255
Blue Trust Inc
Georgia
$45K +$45K +1,565 New
HFM
256
Harvest Fund Management
China
$43K – – –
PFS
257
Prospera Financial Services
Texas
$43K +$7.27K +245 +20%
MAM
258
Meeder Asset Management
Ohio
$43K +$10.5K +360 +32%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$40K – – –
AssetMark Inc
260
AssetMark Inc
California
$39K +$39K +1,335 New
AS
261
Altshuler Shaham
Israel
$38K -$20.9K -705 -36%
CFGS
262
Concourse Financial Group Securities
Alabama
$31K -$4.87K -165 -14%
IA
263
IFP Advisors
Florida
$27K – – –
PA
264
Parallel Advisors
California
$26K +$10K +345 +63%
TWA
265
TCI Wealth Advisors
Arizona
$24K +$11K +375 +85%
QCG
266
Quadrant Capital Group
Ohio
$21K +$11.7K +390 +126%
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$5.2K -175 -21%
PFBT
268
Parkside Financial Bank & Trust
Missouri
$16K – – –
AF
269
Allworth Financial
California
$16K +$16K +530 New
S
270
SignatureFD
Georgia
$16K +$16K +545 New
BFEC
271
Benjamin F. Edwards & Company
Missouri
$15K – – –
VVP
272
Venture Visionary Partners
Ohio
$14.4K +$14.4K +490 New
WTC
273
WhitTier Trust Company
Nevada
$10K – – –
SWA
274
SOA Wealth Advisors
New York
$10K – – –
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
9 10
11
12 13