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EXL Service
EXLS

Overview Fund Activity

296 hedge funds and large institutions have $4.79B invested in EXL Service in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+6
Holders Change %
+2.07%
% of All Funds
5.01%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
48
Increased
88
Reduced
133
Closed
33
Calls
$13.7M
Puts
$7.32M
Net Calls
+$6.41M
Net Calls Change
-$15.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$518M
2
Invesco
Invesco
Georgia
$139M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$108M
4
Principal Financial Group
Principal Financial Group
Iowa
$95.2M
5
HRCM
Hood River Capital Management
Florida
$26.7M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$145M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$147M
3
Man Group
Man Group
United Kingdom
$12.3M
4
Prudential Financial
Prudential Financial
New Jersey
$5.8M
5
NPIC
Neumeier Poma Investment Counsel
California
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
276
Private Trust Company
Ohio
$9K +$9K +295 New
BC
277
Bartlett & Co
Ohio
$8K +$8K +270 New
BCWM
278
Bartlett & Co Wealth Management
Ohio
$7.96K +$7.96K +270 New
ACM
279
AUA Capital Management
Pennsylvania
$5K +$152 +5 +3%
MCM
280
Manchester Capital Management
Vermont
$5K +$806 +25 +19%
BIA
281
Bell Investment Advisors
California
$5K +$5K +170 New
ST
282
Sageworth Trust
Pennsylvania
$4K – – –
JWA
283
JFS Wealth Advisors
Pennsylvania
$4K +$667 +20 +20%
LC
284
Lindbrook Capital
California
$4K +$4K +140 New
APA
285
American Portfolios Advisors
New York
$3.39K – – –
STCOSD
286
Sageworth Trust Company of South Dakota
South Dakota
$3K -$2.18K -80 -42%
FPS
287
Fieldpoint Private Securities
Connecticut
$3K – – –
SC
288
Schubert & Co
Texas
$3K +$1.95K +65 +186%
HCP
289
Hexagon Capital Partners
Arkansas
$3K +$3K +85 New
Parallax Volatility Advisers
290
Parallax Volatility Advisers
California
$2K +$2K +55 New
CA
291
CoreCap Advisors
Michigan
$2K +$2K +60 New
SFG
292
Steward Financial Group
Texas
$2K +$2K +80 New
GWS
293
Glassman Wealth Services
Virginia
$1K – – –
DI
294
Disciplined Investments
Oklahoma
$1K +$222 +10 +29%
SWM
295
Spire Wealth Management
Virginia
$1K +$1K +40 New
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
$953 -$1.12K -36,990 -54%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
297
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$15.1M -528,000 Closed
AG
298
Algert Global
California
– -$4.51M -157,450 Closed
Two Sigma Investments
299
Two Sigma Investments
New York
– -$3.74M -130,520 Closed
Tudor Investment Corp
300
Tudor Investment Corp
Connecticut
– -$2.74M -95,720 Closed
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