EXLS icon

EXL Service
EXLS

Overview Fund Activity

290 hedge funds and large institutions have $4.42B invested in EXL Service in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 115 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.59%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
103
Reduced
115
Closed
25
Calls
$22.4M
Puts
$717K
Net Calls
+$21.7M
Net Calls Change
+$22.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$407M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$82.4M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$94.4M
4
Invesco
Invesco
Georgia
$66.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$25.3M

Top Sellers

1
CCM
Channing Capital Management
Illinois
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$75.7M
3
BCA
Bernzott Capital Advisors
California
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
276
AUA Capital Management
Pennsylvania
$5K +$1.41K +45 +39%
BC
277
BIT Capital
Germany
$4.3K +$4.3K +150 New
MCM
278
Manchester Capital Management
Vermont
$4K -$1.23K -40 -24%
ST
279
Sageworth Trust
Pennsylvania
$4K – – –
APA
280
American Portfolios Advisors
New York
$3.3K -$2.72K -95 -45%
FPS
281
Fieldpoint Private Securities
Connecticut
$3K – – –
JWA
282
JFS Wealth Advisors
Pennsylvania
$3K +$1.65K +55 +122%
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$2.44K – – –
TFO
284
Tarbox Family Office
California
$2K – – –
CI
285
Cordant Inc
Oregon
$2K +$2K +65 New
SC
286
Schubert & Co
Texas
$1K -$143 -5 -13%
GWS
287
Glassman Wealth Services
Virginia
$1K +$1K +25 New
DI
288
Disciplined Investments
Oklahoma
$1K +$1K +35 New
CCM
289
Channing Capital Management
Illinois
– -$53.8M -1,858,355 Closed
BCA
290
Bernzott Capital Advisors
California
– -$32.4M -1,118,020 Closed
NC
291
NewSquare Capital
Pennsylvania
– -$4.42M -152,500 Closed
EI
292
EAM Investors
California
– -$2.54M -87,775 Closed
ACM
293
AlphaCrest Capital Management
New York
– -$1.59M -54,790 Closed
ADIM
294
Alpha DNA Investment Management
Maryland
– -$1.57M -54,395 Closed
HIS
295
Horizon Investment Services
Indiana
– -$1.21M -41,610 Closed
Assenagon Asset Management
296
Assenagon Asset Management
Luxembourg
– -$1.13M -38,915 Closed
APG Asset Management
297
APG Asset Management
Netherlands
– -$649K -25,500 Closed
SSA
298
Schonfeld Strategic Advisors
New York
– -$724K -25,000 Closed
Qube Research & Technologies (QRT)
299
Qube Research & Technologies (QRT)
United Kingdom
– -$623K -21,505 Closed
MOS
300
MGO One Seven
Ohio
– -$481K -16,620 Closed
9 10 11
12
13