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EXL Service
EXLS

Overview Fund Activity

332 hedge funds and large institutions have $4.79B invested in EXL Service in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 139 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-10
Holders Change %
-2.92%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
40
Increased
139
Reduced
120
Closed
49
Calls
$1.04M
Puts
$740K
Net Calls
+$302K
Net Calls Change
+$1.11M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$59.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$45.2M
3
BlackRock
BlackRock
New York
+$41.4M
4
Fidelity International
Fidelity International
Bermuda
+$34M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$143M
2
HRCM
Hood River Capital Management
Florida
-$75.8M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$21.9M
4
DCM
Driehaus Capital Management
Illinois
-$18.6M
5
Ameriprise
Ameriprise
Minnesota
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
301
Benjamin F. Edwards & Company
Missouri
$15K – – –
PFBT
302
Parkside Financial Bank & Trust
Missouri
$14.4K +$2.57K +85 +22%
PA
303
Parallel Advisors
California
$13.6K -$8.76K -290 -39%
NA
304
NewEdge Advisors
Louisiana
$13K – – –
SWA
305
SOA Wealth Advisors
New York
$10.6K – – –
WTC
306
WhitTier Trust Company
Nevada
$10.6K – – –
CI Investments Inc
307
CI Investments Inc
Ontario, Canada
$7K +$6.69K +215 +2,150%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$5.59K – – –
PTC
309
Private Trust Company
Ohio
$5.29K +$453 +15 +9%
BIA
310
Bell Investment Advisors
California
$5.14K – – –
LC
311
Lindbrook Capital
California
$4.83K -$2.42K -80 -33%
HNB
312
Huntington National Bank
Ohio
$4.23K +$2.57K +85 +155%
FCAG
313
First Capital Advisors Group
New Jersey
$3.78K +$3.78K +125 New
JWA
314
JFS Wealth Advisors
Pennsylvania
$3.32K -$755 -25 -19%
GA
315
GoalVest Advisory
New York
$3.17K +$3.17K +105 New
HIM
316
Hillsdale Investment Management
Ontario, Canada
$3.02K -$631K -20,900 -100%
EWA
317
EverSource Wealth Advisors
Alabama
$2.87K – – –
JWM
318
Janiczek Wealth Management
Colorado
$2.57K -$2.42K -80 -48%
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$2.27K – – –
RFG
320
RFP Financial Group
Georgia
$1.51K – – –
IPW
321
Impact Partnership Wealth
Georgia
$1.51K +$1.51K +50 New
TFA
322
Toth Financial Advisory
Virginia
$1.36K – – –
Toronto Dominion Bank
323
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +25 New
DI
324
Disciplined Investments
Oklahoma
$906 -$151 -5 -14%
AF
325
Advisornet Financial
Minnesota
$906 +$755 +25 +500%
11 12
13
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