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EXL Service
EXLS

Overview Fund Activity

336 hedge funds and large institutions have $4.82B invested in EXL Service in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
44
Increased
134
Reduced
125
Closed
31
Calls
$2.94M
Puts
$3.83M
Net Calls
-$888K
Net Calls Change
-$1.64M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$111M
2
Morgan Stanley
Morgan Stanley
New York
$134M
3
Goldman Sachs
Goldman Sachs
New York
$51.5M
4
IECM
Intrinsic Edge Capital Management
Illinois
$20.9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$37.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$95.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
3
Millennium Management
Millennium Management
New York
$14.4M
4
Macquarie Group
Macquarie Group
Australia
$105M
5
BlackRock
BlackRock
New York
$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$277K -$19.7K -638 -7%
PA
252
Profund Advisors
Maryland
$276K +$33.1K +1,072 +14%
MM
253
MQS Management
New York
$268K -$28.1K -911 -9%
TIA
254
Tandem Investment Advisors
South Carolina
$265K +$10.3K +333 +4%
AssetMark Inc
255
AssetMark Inc
California
$263K +$55.3K +1,794 +27%
Lazard Asset Management
256
Lazard Asset Management
New York
$258K -$68.4K -2,224 -21%
MML Investors Services
257
MML Investors Services
Massachusetts
$252K +$18.1K +587 +8%
NAS
258
Nicolet Advisory Services
Wisconsin
$251K +$19.9K +670 +9%
LTAS
259
Linden Thomas Advisory Services
North Carolina
$249K +$249K +8,067 New
Walleye Capital
260
Walleye Capital
New York
$247K -$347K -11,247 -58%
RJFSA
261
Raymond James Financial Services Advisors
Florida
$241K -$23.7K -769 -9%
RWM
262
Ritholtz Wealth Management
New York
$237K -$56K -1,816 -19%
BFM
263
Boothbay Fund Management
New York
$230K – – –
TSS
264
Two Sigma Securities
New York
$225K +$225K +7,309 New
SCM
265
Shelton Capital Management
Colorado
$224K -$27.6K -894 -11%
QT
266
Quantbot Technologies
New York
$221K -$357K -11,583 -62%
HWMA
267
Heritage Wealth Management (Arizona)
Arizona
$220K +$220K +7,144 New
DT
268
Diversified Trust
Tennessee
$219K -$85.2K -2,761 -28%
VSQM
269
V-Square Quantitative Management
Illinois
$209K +$209K +6,774 New
Nisa Investment Advisors
270
Nisa Investment Advisors
Missouri
$205K -$15.7K -510 -7%
CG
271
Caprock Group
Idaho
$202K +$202K +6,546 New
SAM
272
Smartleaf Asset Management
Massachusetts
$192K +$192K +6,198 New
MCM
273
Manchester Capital Management
Vermont
$150K -$4.78K -155 -3%
FFA
274
Farther Finance Advisors
California
$147K +$147K +4,763 New
C
275
Covestor
United Kingdom
$125K +$29K +938 +30%
9 10
11
12 13