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EXL Service
EXLS

Overview Fund Activity

332 hedge funds and large institutions have $4.79B invested in EXL Service in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 139 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-10
Holders Change %
-2.92%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
40
Increased
139
Reduced
120
Closed
49
Calls
$1.04M
Puts
$740K
Net Calls
+$302K
Net Calls Change
+$1.11M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$59.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$45.2M
3
BlackRock
BlackRock
New York
+$41.4M
4
Fidelity International
Fidelity International
Bermuda
+$34M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$143M
2
HRCM
Hood River Capital Management
Florida
-$75.8M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$21.9M
4
DCM
Driehaus Capital Management
Illinois
-$18.6M
5
Ameriprise
Ameriprise
Minnesota
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Empower Advisory Group
251
Empower Advisory Group
Colorado
$301K -$302 -10 -0.1%
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$300K +$43.2K +1,430 +17%
RJFSA
253
Raymond James Financial Services Advisors
Florida
$290K +$47K +1,555 +19%
API
254
Advisor Partners II
California
$283K +$26.1K +865 +10%
VPIM
255
Vanguard Personalized Indexing Management
California
$278K -$23K -760 -8%
BCI
256
Brinker Capital Investments
Pennsylvania
$277K -$6.04K -200 -2%
OPS
257
Orion Portfolio Solutions
Nebraska
$277K -$6.04K -200 -2%
SOW
258
State of Wyoming
Wyoming
$274K +$73.9K +2,445 +37%
MLICM
259
Metropolitan Life Insurance Company (MetLife)
New York
$268K +$3.93K +130 +1%
MM
260
MQS Management
New York
$264K -$75.5K -2,500 -22%
PA
261
Profund Advisors
Maryland
$255K -$11.8K -390 -4%
DCM
262
Dupont Capital Management
Delaware
$254K -$174K -5,760 -41%
BFM
263
Boothbay Fund Management
New York
$248K +$41.1K +1,360 +20%
TIA
264
Tandem Investment Advisors
South Carolina
$248K +$32.8K +1,085 +15%
SCM
265
Shelton Capital Management
Colorado
$246K -$9.52K -315 -4%
EI
266
Ethic Inc
New York
$239K +$23.7K +785 +11%
RFN
267
RDA Financial Network
Iowa
$237K -$5.89K -195 -2%
Amundi
268
Amundi
France
$236K -$19.8K -655 -8%
Nisa Investment Advisors
269
Nisa Investment Advisors
Missouri
$215K -$1.36K -45 -0.6%
MML Investors Services
270
MML Investors Services
Massachusetts
$208K +$208K +6,870 New
Capstone Investment Advisors
271
Capstone Investment Advisors
New York
$206K +$206K +6,815 New
NAS
272
Nicolet Advisory Services
Wisconsin
$206K +$206K +6,845 New
ECM
273
Evergreen Capital Management
Washington
$205K -$21.3K -705 -9%
AssetMark Inc
274
AssetMark Inc
California
$179K +$50K +1,655 +39%
VF
275
VitalStone Financial
Texas
$172K +$172K +5,515 New
9 10
11
12 13