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EXL Service

337 hedge funds and large institutions have $5.16B invested in EXL Service in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 98 increasing their positions, 154 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+23
Holders Change %
+7.32%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
98
Reduced
154
Closed
24
Calls
$24.5M
Puts
$3.98M
Net Calls
+$20.5M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Allworth Financial
California
$17.5K
BFEC
302
Benjamin F. Edwards & Company
Missouri
$17K
CS
303
Comerica Securities
Michigan
$16.9K +$16.9K +500 New
PFBT
304
Parkside Financial Bank & Trust
Missouri
$14.1K +$14.1K +415 New
LC
305
Lindbrook Capital
California
$12.4K +$4.91K +145 +66%
WTC
306
WhitTier Trust Company
Nevada
$11.9K
SWA
307
SOA Wealth Advisors
New York
$11.9K
JWM
308
Janiczek Wealth Management
Colorado
$7.32K +$7.32K +210 New
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$7K -$3.23K -90 -32%
ACM
310
AUA Capital Management
Pennsylvania
$5.59K
JWA
311
JFS Wealth Advisors
Pennsylvania
$5.08K
BIA
312
Bell Investment Advisors
California
$5.08K
PTC
313
Private Trust Company
Ohio
$5K -$938 -30 -16%
ST
314
Sageworth Trust
Pennsylvania
$5K
SC
315
Schubert & Co
Texas
$4.07K -$339 -10 -8%
EWA
316
EverSource Wealth Advisors
Alabama
$3.22K -$2.2K -65 -41%
TWP
317
TFO Wealth Partners
Ohio
$2.91K +$2.91K +550 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$2.54K -$1.19K -35 -32%
SBL
319
Sargent Bickham Lagudis
Colorado
$2.37K +$2.37K +70 New
CA
320
CoreCap Advisors
Michigan
$2.03K +$2.03K +60 New
HNB
321
Huntington National Bank
Ohio
$1.86K
ASN
322
Advisory Services Network
Georgia
$1.86K +$1.86K +55 New
SIC
323
SJS Investment Consulting
Ohio
$1.69K +$169 +5 +11%
RFG
324
RFP Financial Group
Georgia
$1.69K +$1.69K +50 New
TFA
325
Toth Financial Advisory
Virginia
$1.53K