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EXL Service
EXLS

Overview Fund Activity

327 hedge funds and large institutions have $4.39B invested in EXL Service in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
121
Reduced
135
Closed
41
Calls
$2.52M
Puts
$1.77M
Net Calls
+$750K
Net Calls Change
+$448K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$71.2M
2
FAM
2
Fenimore Asset Management
New York
$74.8M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$179M
4
BTW
4
Boston Trust Walden
Massachusetts
$87.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$5.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$19.9M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$0
4
JCM
4
Junto Capital Management
New York
$0
5
CSS
5
Cubist Systematic Strategies
Connecticut
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
301
SOA Wealth Advisors
New York
$9.81K – – –
WTC
302
WhitTier Trust Company
Nevada
$9.81K – – –
CI Investments Inc
303
CI Investments Inc
Ontario, Canada
$7K +$571 +20 +9%
LC
304
Lindbrook Capital
California
$6.42K +$1.94K +69 +43%
PTC
305
Private Trust Company
Ohio
$6.17K +$1.26K +45 +26%
MA
306
MCF Advisors
Kentucky
$5.78K +$5.78K +206 New
CA
307
Clearstead Advisors
Ohio
$5.22K +$5.22K +186 New
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$5.19K – – –
BIA
309
Bell Investment Advisors
California
$4.21K -$561 -20 -12%
GA
310
GoalVest Advisory
New York
$4.21K +$1.26K +45 +43%
EWA
311
EverSource Wealth Advisors
Alabama
$4.12K +$1.46K +52 +55%
HNB
312
Huntington National Bank
Ohio
$3.93K – – –
JWA
313
JFS Wealth Advisors
Pennsylvania
$3.09K – – –
Mitsubishi UFJ Asset Management
314
Mitsubishi UFJ Asset Management
Japan
$2.89K +$2.89K +103 New
JWM
315
Janiczek Wealth Management
Colorado
$2.38K – – –
SFG
316
Steward Financial Group
Texas
$2K +$2K +101 New
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$1.96K -$140 -5 -7%
RFG
318
RFP Financial Group
Georgia
$1.4K – – –
AF
319
Allworth Financial
California
$1.35K -$13.1K -467 -91%
VF
320
VitalStone Financial
Texas
$1K -$183K -5,485 -99%
VNA
321
Valley National Advisers
Pennsylvania
$1K +$1K +35 New
CTC
322
Central Trust Company
Missouri
$701 +$701 +25 New
Toronto Dominion Bank
323
Toronto Dominion Bank
Ontario, Canada
$673 -$28 -1 -4%
SIC
324
SJS Investment Consulting
Ohio
$645 +$84 +3 +15%
TWP
325
TFO Wealth Partners
Ohio
$302 -$453 -3 -60%
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13
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