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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 %
HT
301
Headlands Technologies
Illinois
$13.3K +$13.3K +432 New
NA
302
NewEdge Advisors
Louisiana
$12.2K -$1.02K -33 -8%
LFA
303
LGT Financial Advisors
Texas
$11.9K – – –
VAG
304
VisionPoint Advisory Group
Texas
$11.7K +$11.7K +379 New
SWA
305
SOA Wealth Advisors
New York
$10.8K – – –
WTC
306
WhitTier Trust Company
Nevada
$10.8K – – –
S
307
SignatureFD
Georgia
$10K -$16.8K -546 -63%
PFBT
308
Parkside Financial Bank & Trust
Missouri
$8.8K -$3.55K -115 -29%
MA
309
MCF Advisors
Kentucky
$8.58K +$2.22K +72 +35%
CI Investments Inc
310
CI Investments Inc
Ontario, Canada
$8K – – –
IA
311
IFP Advisors
Florida
$6.79K -$6.63K -215 -49%
PTC
312
Private Trust Company
Ohio
$6.79K – – –
SWS
313
SYSTM Wealth Solutions
Illinois
$6.02K +$6.02K +195 New
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$5.71K – – –
LA
315
LM Advisors
California
$5.29K +$5.29K +171 New
BIA
316
Bell Investment Advisors
California
$4.63K – – –
WPA
317
West Paces Advisors
Georgia
$3.86K +$3.86K +125 New
JWM
318
Janiczek Wealth Management
Colorado
$3.8K +$1.17K +38 +45%
Mitsubishi UFJ Asset Management
319
Mitsubishi UFJ Asset Management
Japan
$3.09K – – –
EWA
320
EverSource Wealth Advisors
Alabama
$2.93K -$1.6K -52 -35%
LC
321
Lindbrook Capital
California
$2.53K -$4.54K -147 -64%
JWA
322
JFS Wealth Advisors
Pennsylvania
$2.22K -$1.17K -38 -35%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$2.16K – – –
PWMG
324
Private Wealth Management Group
New Jersey
$2.04K +$2.04K +66 New
VNA
325
Valley National Advisers
Pennsylvania
$2K +$1.07K +40 +114%
11 12
13
14 15