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EXL Service
EXLS

Overview Fund Activity

335 hedge funds and large institutions have $4.98B invested in EXL Service in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
135
Reduced
120
Closed
38
Calls
$2.3M
Puts
$2.24M
Net Calls
+$66K
Net Calls Change
+$954K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$44.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$304M
3
SAM
Silvercrest Asset Management
New York
$19.4M
4
BlackRock
BlackRock
New York
$695M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$235M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$66.6M
2
Principal Financial Group
Principal Financial Group
Iowa
$67.9M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$74.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$41.8M
5
IECM
Intrinsic Edge Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
251
Boothbay Fund Management
New York
$237K – – –
RA
252
RiverPark Advisors
New York
$236K +$195K +6,143 +482%
SCM
253
Shelton Capital Management
Colorado
$231K – – –
HWMA
254
Heritage Wealth Management (Arizona)
Arizona
$225K -$1.81K -57 -0.8%
DT
255
Diversified Trust
Tennessee
$225K -$954 -30 -0.4%
RWM
256
Ritholtz Wealth Management
New York
$224K -$20.1K -632 -8%
BC
257
Bridgefront Capital
Texas
$221K +$221K +6,943 New
Nisa Investment Advisors
258
Nisa Investment Advisors
Missouri
$214K +$3.24K +102 +2%
VSQM
259
V-Square Quantitative Management
Illinois
$213K – – –
BWG
260
Berry Wealth Group
Texas
$212K +$212K +6,676 New
WS
261
Wedbush Securities
California
$201K +$201K +6,333 New
SAM
262
Smartleaf Asset Management
Massachusetts
$194K – – –
Lazard Asset Management
263
Lazard Asset Management
New York
$191K -$74.3K -2,349 -28%
CPBTD
264
Central Pacific Bank - Trust Division
Hawaii
$177K +$177K +5,630 New
TRCT
265
Tower Research Capital (TRC)
New York
$173K -$660K -20,769 -79%
C
266
Covestor
United Kingdom
$158K +$29.7K +933 +23%
MCM
267
Manchester Capital Management
Vermont
$154K – – –
AssetMark Inc
268
AssetMark Inc
California
$136K -$135K -4,255 -50%
Osaic Holdings
269
Osaic Holdings
Arizona
$130K -$373K -11,726 -74%
KBC Group
270
KBC Group
Belgium
$117K +$37.6K +1,186 +47%
SG Americas Securities
271
SG Americas Securities
New York
$113K -$375K -11,816 -77%
QL
272
Quarry LP
New York
$107K – – –
TPCW
273
TD Private Client Wealth
New York
$99.5K +$1.46K +46 +1%
PD
274
Point72 (DIFC)
United Arab Emirates
$89.4K +$89.4K +2,810 New
BTI
275
Blue Trust Inc
Georgia
$82.9K -$22.3K -700 -21%
9 10
11
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