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EXL Service
EXLS

Overview Fund Activity

314 hedge funds and large institutions have $4.73B invested in EXL Service in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 139 reducing their positions, and 29 closing their positions.

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
50
Increased
100
Reduced
139
Closed
29
Calls
$2.05M
Puts
$10.6M
Net Calls
-$8.5M
Net Calls Change
-$14.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$238M
2
Millennium Management
2
Millennium Management
New York
$69M
3
HRCM
3
Hood River Capital Management
Florida
$64.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$49.3M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$26.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$541M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$436M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$481M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$109M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
276
Concourse Financial Group Securities
Alabama
$30K 201 -9 -4%
AS
277
Altshuler Shaham
Israel
$29K 196 -60 -23%
WFA
278
Wipfli Financial Advisors
Wisconsin
$29K 195 +195 New
EI
279
Ellevest Inc
New York
$27K 185 +185 New
IA
280
IFP Advisors
Florida
$26K 116 -5 -4%
S
281
SignatureFD
Georgia
$25K 170 +61 +56%
TWA
282
TCI Wealth Advisors
Arizona
$24K 166 +3 +2%
AA
283
AlphaMark Advisors
Kentucky
$23K 158 +158 New
PA
284
Parallel Advisors
California
$22K 147 -32 -18%
AF
285
Allworth Financial
California
$15K 103 -3 -3%
BFEC
286
Benjamin F. Edwards & Company
Missouri
$15K 100 – –
SWA
287
SOA Wealth Advisors
New York
$10K 70 – –
WTC
288
WhitTier Trust Company
Nevada
$10K 70 – –
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$8K 57 -1 -2%
PTC
290
Private Trust Company
Ohio
$6K 38 -21 -36%
LC
291
Lindbrook Capital
California
$6K 44 +16 +57%
ACM
292
AUA Capital Management
Pennsylvania
$5K 33 – –
MCM
293
Manchester Capital Management
Vermont
$5K 33 +2 +6%
EWA
294
EverSource Wealth Advisors
Alabama
$5K 32 +32 New
BIA
295
Bell Investment Advisors
California
$4K 30 -4 -12%
ST
296
Sageworth Trust
Pennsylvania
$4K 27 – –
JWA
297
JFS Wealth Advisors
Pennsylvania
$4K 30 +6 +25%
SC
298
Schubert & Co
Texas
$4K 26 +6 +30%
FF
299
FourThought Financial
Florida
$4K 24 +24 New
BCWM
300
Bartlett & Co Wealth Management
Ohio
$3.1K 21 -33 -61%
10 11
12
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