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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 %
VNA
326
Valley National Advisers
Pennsylvania
$3K +$450 +15 +18%
SC
327
Stephens Consulting
Michigan
$2.7K +$2.7K +86 New
JWA
328
JFS Wealth Advisors
Pennsylvania
$2.67K – – –
RIL
329
Rothschild Investment LLC
Illinois
$2.35K +$1.88K +60 +400%
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$2.2K – – –
IC
331
Innealta Capital
Texas
$1.82K +$1.82K +58 New
AF
332
Advisornet Financial
Minnesota
$1.54K +$1.1K +35 +250%
HNB
333
Huntington National Bank
Ohio
$1.25K +$1.25K +40 New
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$1.07K -$5.14K -164 -83%
CAL
335
Capital Advisors Ltd
Ohio
$1K +$762 +32 +320%
SIC
336
SJS Investment Consulting
Ohio
$847 -$188 -6 -18%
CTC
337
Central Trust Company
Missouri
$784 – – –
DPW
338
DiNuzzo Private Wealth
Pennsylvania
$722 – – –
AssetMark Inc
339
AssetMark Inc
California
$721 -$134K -4,261 -99%
NA
340
NewEdge Advisors
Louisiana
$690 -$8.37K -267 -92%
AWM
341
Avior Wealth Management
Nebraska
$627 -$941 -30 -60%
LIA
342
Lynx Investment Advisory
District of Columbia
$533 +$533 +17 New
HIA
343
Harbor Investment Advisory
Maryland
$220 -$1.26K -40 -85%
MCM
344
MV Capital Management
Maryland
$95 +$95 +3 New
AIG
345
American International Group
New York
– -$9.43M -296,695 Closed
Marshall Wace
346
Marshall Wace
United Kingdom
– -$4.08M -128,343 Closed
Jacobs Levy Equity Management
347
Jacobs Levy Equity Management
New Jersey
– -$3.26M -102,565 Closed
Calamos Advisors
348
Calamos Advisors
Illinois
– -$2.03M -63,959 Closed
TI
349
Trexquant Investment
Connecticut
– -$1.53M -48,254 Closed
HW
350
Hancock Whitney
Mississippi
– -$1.49M -46,719 Closed
12 13
14
15 16