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EXL Service
EXLS

Overview Fund Activity

344 hedge funds and large institutions have $4.81B invested in EXL Service in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 133 increasing their positions, 123 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+9
Holders Change %
+2.69%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
50
Increased
133
Reduced
123
Closed
37
Calls
$2.95M
Puts
$3.27M
Net Calls
-$320K
Net Calls Change
-$386K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$160M
2
BlackRock
2
BlackRock
New York
$726M
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$19.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$58M
5
SCM
5
SG Capital Management
Illinois
$12.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$250M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$19.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$496M
4
Invesco
4
Invesco
Georgia
$8.85M
5
Fidelity International
5
Fidelity International
Bermuda
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
276
Blue Trust Inc
Georgia
$132K +$48.9K +1,539 +59%
QL
277
Quarry LP
New York
$106K – – –
Lazard Asset Management
278
Lazard Asset Management
New York
$104K -$85K -2,714 -45%
TPCW
279
TD Private Client Wealth
New York
$98.1K – – –
SS
280
Sunbelt Securities
Texas
$71.1K -$972 -31 -1%
FHA
281
First Horizon Advisors
Tennessee
$64.4K -$8.15K -260 -11%
SIC
282
Salem Investment Counselors
North Carolina
$62.7K – – –
GRP
283
Global Retirement Partners
California
$61.5K -$3.8K -121 -6%
GI
284
GAMMA Investing
California
$55K +$12.3K +391 +29%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$48.4K +$3.73K +119 +8%
AIM
286
Arcadia Investment Management
Michigan
$42.3K +$188 +6 +0.4%
Ohio Public Employees Retirement System (OPERS)
287
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.4K +$2.48K +79 +7%
CFGS
288
Concourse Financial Group Securities
Alabama
$40K +$4.36K +139 +12%
UB
289
UMB Bank
Missouri
$39.6K -$753 -24 -2%
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$39.2K – – –
PA
291
Parallel Advisors
California
$35.5K -$1.29K -41 -3%
QCG
292
Quadrant Capital Group
Ohio
$32.6K +$1K +32 +3%
FCA
293
FinTrust Capital Advisors
South Carolina
$31.7K – – –
CFM
294
Catalyst Funds Management
Australia
$31.4K +$31.4K +1,000 New
Simplex Trading
295
Simplex Trading
Illinois
$30K +$30K +987 New
WTC
296
WhitTier Trust Company
Nevada
$29K +$18K +574 +164%
VAG
297
VisionPoint Advisory Group
Texas
$28.8K +$9.03K +288 +46%
AF
298
Allworth Financial
California
$23K +$21.9K +645 +2,016%
AAM
299
Advisors Asset Management
Colorado
$23K -$22.9K -731 -50%
CA
300
Clearstead Advisors
Ohio
$22.4K +$22.4K +715 New
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