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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 %
NICM
326
Neo Ivy Capital Management
New York
$2K +$2K +72 New
AF
327
Advisornet Financial
Minnesota
$1.91K +$1.6K +52 +520%
TCWA
328
Turtle Creek Wealth Advisors
Texas
$1.45K +$1.45K +47 New
AF
329
Allworth Financial
California
$1.42K -$62 -2 -4%
GA
330
GoalVest Advisory
New York
$1.39K -$3.24K -105 -70%
CIA
331
Cape Investment Advisory
Georgia
$1.02K +$1.02K +33 New
SIC
332
SJS Investment Consulting
Ohio
$803 +$93 +3 +13%
CTC
333
Central Trust Company
Missouri
$772 – – –
DPW
334
DiNuzzo Private Wealth
Pennsylvania
$710 +$710 +23 New
TWP
335
TFO Wealth Partners
Ohio
$154 +$92 +3 +150%
CF
336
Cantor Fitzgerald
New York
– -$9.57M -341,441 Closed
Renaissance Technologies
337
Renaissance Technologies
New York
– -$8.92M -318,200 Closed
Point72 Asset Management
338
Point72 Asset Management
Connecticut
– -$5.8M -206,700 Closed
KCM
339
Kornitzer Capital Management
Kansas
– -$2.54M -90,636 Closed
HF
340
HRT Financial
New York
– -$2.36M -84,141 Closed
GCP
341
GSA Capital Partners
United Kingdom
– -$2.06M -73,294 Closed
CAM
342
Cresset Asset Management
Illinois
– -$1.15M -40,991 Closed
OQS
343
Occudo Quantitative Strategies
Florida
– -$1.15M -40,874 Closed
DTL
344
Dynamic Technology Lab
Singapore
– -$1.01M -36,130 Closed
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
– -$990K -35,310 Closed
1CM
346
1492 Capital Management
Wisconsin
– -$905K -32,276 Closed
SSA
347
Schonfeld Strategic Advisors
New York
– -$880K -31,382 Closed
VA
348
Vident Advisory
Georgia
– -$857K -30,558 Closed
Jennison Associates
349
Jennison Associates
New York
– -$681K -24,287 Closed
GCM
350
Graham Capital Management
Connecticut
– -$659K -23,501 Closed
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