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EXL Service
EXLS

Overview Fund Activity

344 hedge funds and large institutions have $4.81B invested in EXL Service in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 133 increasing their positions, 123 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+9
Holders Change %
+2.69%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
50
Increased
133
Reduced
123
Closed
37
Calls
$2.95M
Puts
$3.27M
Net Calls
-$320K
Net Calls Change
-$386K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$160M
2
BlackRock
2
BlackRock
New York
$726M
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$19.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$58M
5
SCM
5
SG Capital Management
Illinois
$12.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$250M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$19.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$496M
4
Invesco
4
Invesco
Georgia
$8.85M
5
Fidelity International
5
Fidelity International
Bermuda
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
301
Rise Advisors
New York
$22.2K – – –
PS
302
Principal Securities
Iowa
$19.6K +$251 +8 +1%
LFA
303
LGT Financial Advisors
Texas
$12.1K – – –
MA
304
MCF Advisors
Kentucky
$11K – – –
SWA
305
SOA Wealth Advisors
New York
$11K – – –
ATPW
306
Ashton Thomas Private Wealth
Arizona
$9.31K +$9.31K +297 New
CI Investments Inc
307
CI Investments Inc
Ontario, Canada
$9K -$702 -23 -7%
CAM
308
Creekmur Asset Management
Illinois
$9K +$9K +287 New
UWS
309
Unique Wealth Strategies
Illinois
$8.52K +$8.52K +268 New
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$7.28K +$1.54K +49 +27%
PTC
311
Private Trust Company
Ohio
$7.24K – – –
S
312
SignatureFD
Georgia
$7.06K -$3.11K -99 -31%
EWA
313
EverSource Wealth Advisors
Alabama
$6.42K +$3.07K +87 +92%
LC
314
Lindbrook Capital
California
$6.37K +$3.8K +121 +148%
PWMG
315
Private Wealth Management Group
New Jersey
$6.24K +$4.17K +133 +202%
PFBT
316
Parkside Financial Bank & Trust
Missouri
$6.05K – – –
AAP
317
Arax Advisory Partners
Colorado
$5.71K +$5.71K +182 New
EBA
318
Eagle Bay Advisors
New York
$5.55K – – –
OWA
319
Opal Wealth Advisors
New York
$5.11K +$5.11K +163 New
BIA
320
Bell Investment Advisors
California
$4.7K – – –
IA
321
IFP Advisors
Florida
$4.55K – – –
FFA
322
Farther Finance Advisors
California
$4.24K +$1.87K +60 +79%
BCMLT
323
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.61K – – –
Mitsubishi UFJ Asset Management
324
Mitsubishi UFJ Asset Management
Japan
$3.23K – – –
FFC
325
First Financial Corp
Indiana
$3.14K – – –
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