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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 %
AWM
326
Avior Wealth Management
Nebraska
$1.59K +$1.59K +50 New
HIA
327
Harbor Investment Advisory
Maryland
$1.5K +$1.5K +47 New
SIC
328
SJS Investment Consulting
Ohio
$1.05K +$223 +7 +27%
AF
329
Allworth Financial
California
$1.02K -$445 -14 -30%
CTC
330
Central Trust Company
Missouri
$795 – – –
DPW
331
DiNuzzo Private Wealth
Pennsylvania
$732 – – –
RIL
332
Rothschild Investment LLC
Illinois
$477 +$477 +15 New
AF
333
Advisornet Financial
Minnesota
$445 -$1.53K -48 -77%
TWP
334
TFO Wealth Partners
Ohio
$159 – – –
IECM
335
Intrinsic Edge Capital Management
Illinois
– -$20.9M -678,644 Closed
SCM
336
SG Capital Management
Illinois
– -$4.7M -152,381 Closed
EP
337
Edgestream Partners
New Jersey
– -$1.82M -58,846 Closed
Nomura Asset Management
338
Nomura Asset Management
Japan
– -$1.31M -42,446 Closed
PMEF
339
Point72 Middle East FZE
United Arab Emirates
– -$982K -31,824 Closed
Squarepoint
340
Squarepoint
New York
– -$940K -30,466 Closed
JCIA
341
Jackson Creek Investment Advisors
Colorado
– -$929K -30,123 Closed
PI
342
PEAK6 Investments
Illinois
– -$832K -26,971 Closed
JF
343
Jump Financial
Illinois
– -$804K -26,071 Closed
AI
344
Atom Investors
Texas
– -$739K -23,944 Closed
CC
345
Cipher Capital
New York
– -$727K -23,569 Closed
VIA
346
Virtus Investment Advisers
Connecticut
– -$718K -23,265 Closed
Amundi
347
Amundi
France
– -$621K -20,682 Closed
AWM
348
AE Wealth Management
Kansas
– -$642K -19,896 Closed
IWM
349
IHT Wealth Management
Illinois
– -$605K -19,594 Closed
CAN
350
Cetera Advisor Networks
California
– -$507K -16,439 Closed
11 12 13
14
15