EXLS icon

EXL Service
EXLS

Overview Fund Activity

336 hedge funds and large institutions have $4.82B invested in EXL Service in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
44
Increased
134
Reduced
125
Closed
31
Calls
$2.94M
Puts
$3.83M
Net Calls
-$888K
Net Calls Change
-$1.64M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$111M
2
Morgan Stanley
Morgan Stanley
New York
$134M
3
Goldman Sachs
Goldman Sachs
New York
$51.5M
4
IECM
Intrinsic Edge Capital Management
Illinois
$20.9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$37.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$95.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
3
Millennium Management
Millennium Management
New York
$14.4M
4
Macquarie Group
Macquarie Group
Australia
$105M
5
BlackRock
BlackRock
New York
$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
276
Quarry LP
New York
$104K – – –
TPCW
277
TD Private Client Wealth
New York
$95.1K +$12.5K +406 +15%
BTI
278
Blue Trust Inc
Georgia
$93K +$71K +2,525 +322%
EC
279
EntryPoint Capital
New York
$82.8K +$82.8K +2,685 New
KBC Group
280
KBC Group
Belgium
$77K – – –
VFA
281
Virtus Fund Advisers
Connecticut
$74.2K – – –
FHA
282
First Horizon Advisors
Tennessee
$71.3K +$4.29K +139 +6%
SIC
283
Salem Investment Counselors
North Carolina
$70.8K +$9.13K +296 +15%
GRP
284
Global Retirement Partners
California
$68.1K -$33.7K -1,099 -33%
SS
285
Sunbelt Securities
Texas
$66.7K +$339 +11 +0.5%
AAM
286
Advisors Asset Management
Colorado
$48.9K -$185 -6 -0.4%
GI
287
GAMMA Investing
California
$43.2K +$43.2K +1,380 New
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$43K -$5K -162 -10%
TWC
289
TD Waterhouse Canada
Ontario, Canada
$42.4K – – –
GIS
290
Grayhawk Investment Strategies
Alberta, Canada
$41.7K +$41.7K +1,353 New
RA
291
RiverPark Advisors
New York
$39.3K +$15.5K +503 +65%
UB
292
UMB Bank
Missouri
$38.3K -$23K -747 -38%
PA
293
Parallel Advisors
California
$36.6K +$11.3K +366 +45%
Ohio Public Employees Retirement System (OPERS)
294
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.5K +$3.02K +98 +9%
PS
295
Principal Securities
Iowa
$34K +$34K +1,102 New
AIM
296
Arcadia Investment Management
Michigan
$33.1K +$8.58K +278 +35%
FCA
297
FinTrust Capital Advisors
South Carolina
$31.2K -$1.02K -33 -3%
QCG
298
Quadrant Capital Group
Ohio
$31.1K +$4.44K +144 +17%
CFGS
299
Concourse Financial Group Securities
Alabama
$30.4K +$1.51K +49 +5%
ASN
300
Advisory Services Network
Georgia
$24.1K +$24.1K +780 New
10 11
12
13 14