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EXL Service
EXLS

Overview Fund Activity

335 hedge funds and large institutions have $4.98B invested in EXL Service in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
135
Reduced
120
Closed
38
Calls
$2.3M
Puts
$2.24M
Net Calls
+$66K
Net Calls Change
+$954K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$44.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$304M
3
SAM
Silvercrest Asset Management
New York
$19.4M
4
BlackRock
BlackRock
New York
$695M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$235M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$66.6M
2
Principal Financial Group
Principal Financial Group
Iowa
$67.9M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$74.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$41.8M
5
IECM
Intrinsic Edge Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
301
WhitTier Trust Company
Nevada
$11.1K – – –
FIM
302
Fernwood Investment Management
Massachusetts
$10.5K +$10.5K +330 New
S
303
SignatureFD
Georgia
$10.3K – – –
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$10K +$2.3K +73 +30%
NA
305
NewEdge Advisors
Louisiana
$9.19K -$3.43K -108 -27%
PTC
306
Private Trust Company
Ohio
$7.35K +$350 +11 +5%
SWS
307
SYSTM Wealth Solutions
Illinois
$6.65K +$445 +14 +7%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$6.3K +$6.3K +198 New
PFBT
309
Parkside Financial Bank & Trust
Missouri
$6.14K -$2.93K -92 -32%
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$5.82K -$64 -2 -1%
EBA
311
Eagle Bay Advisors
New York
$5.63K +$5.63K +177 New
BIA
312
Bell Investment Advisors
California
$4.77K – – –
IA
313
IFP Advisors
Florida
$4.61K -$2.39K -75 -34%
JWM
314
Janiczek Wealth Management
Colorado
$3.91K – – –
BCMLT
315
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.66K +$3.66K +115 New
Mitsubishi UFJ Asset Management
316
Mitsubishi UFJ Asset Management
Japan
$3.28K – – –
FFC
317
First Financial Corp
Indiana
$3.18K +$3.18K +100 New
EWA
318
EverSource Wealth Advisors
Alabama
$2.76K – – –
JWA
319
JFS Wealth Advisors
Pennsylvania
$2.7K +$413 +13 +18%
LC
320
Lindbrook Capital
California
$2.61K – – –
FFA
321
Farther Finance Advisors
California
$2.38K -$147K -4,687 -98%
CA
322
Crewe Advisors
Utah
$2.29K +$2.29K +72 New
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$2.23K – – –
PWMG
324
Private Wealth Management Group
New Jersey
$2.1K – – –
VNA
325
Valley National Advisers
Pennsylvania
$2K +$235 +10 +13%
11 12
13
14 15