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EXL Service
EXLS

Overview Fund Activity

357 hedge funds and large institutions have $5.73B invested in EXL Service in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 121 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+13
Holders Change %
+3.78%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
56
Increased
135
Reduced
121
Closed
39
Calls
$4.38M
Puts
$3.28M
Net Calls
+$1.1M
Net Calls Change
+$1.42M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$247M
2
HRCM
2
Hood River Capital Management
Florida
$51M
3
Morgan Stanley
3
Morgan Stanley
New York
$97.3M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$30.5M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$24.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.84M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$256M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$268M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$0
5
BTW
5
Boston Trust Walden
Massachusetts
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
251
Tower Research Capital (TRC)
New York
$335K -$821K -21,527 -71%
MIA
252
MeadowBrook Investment Advisors
Michigan
$335K -$3.43K -90 -1%
CIC
253
Carnegie Investment Counsel
Ohio
$334K +$334K +8,750 New
Wolverine Trading
254
Wolverine Trading
Illinois
$327K +$327K +8,619 New
VI
255
Versor Investments
New York
$320K +$320K +8,400 New
PA
256
Profund Advisors
Maryland
$294K +$2.63K +69 +0.9%
SCA
257
Snowden Capital Advisors
New York
$285K +$285K +7,483 New
VSQM
258
V-Square Quantitative Management
Illinois
$285K +$13.7K +359 +5%
Commonwealth Equity Services
259
Commonwealth Equity Services
Massachusetts
$285K +$285K +7,463 New
SAM
260
Smartleaf Asset Management
Massachusetts
$280K +$35.6K +939 +15%
SL
261
Summitry LLC
California
$277K +$8.74K +229 +3%
RWM
262
Ritholtz Wealth Management
New York
$270K +$270K +7,079 New
DT
263
Diversified Trust
Tennessee
$270K -$1.72K -45 -0.6%
Nisa Investment Advisors
264
Nisa Investment Advisors
Missouri
$270K +$6.87K +180 +3%
Cerity Partners
265
Cerity Partners
New York
$269K +$269K +7,049 New
CPBTD
266
Central Pacific Bank - Trust Division
Hawaii
$259K +$22.9K +601 +10%
SCM
267
Shelton Capital Management
Colorado
$243K -$13.1K -343 -5%
CAM
268
Cresset Asset Management
Illinois
$240K +$240K +6,278 New
HFO
269
Heritage Family Offices
Arizona
$239K +$239K +6,256 New
AC
270
Aristides Capital
Kentucky
$237K +$237K +6,202 New
DWM
271
Dakota Wealth Management
Florida
$236K -$8.43K -221 -3%
Neuberger Berman Group
272
Neuberger Berman Group
New York
$236K -$30.5K -800 -11%
FTWA
273
Fifth Third Wealth Advisors
Ohio
$226K +$226K +5,924 New
PAS
274
Point72 Asia (Singapore)
Singapore
$221K -$300K -7,873 -58%
TI
275
Tidal Investments
Wisconsin
$216K +$216K +5,650 New
9 10
11
12 13