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EXL Service
EXLS

Overview Fund Activity

332 hedge funds and large institutions have $4.79B invested in EXL Service in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 139 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-10
Holders Change %
-2.92%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
40
Increased
139
Reduced
120
Closed
49
Calls
$1.04M
Puts
$740K
Net Calls
+$302K
Net Calls Change
+$1.11M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$59.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$45.2M
3
BlackRock
BlackRock
New York
+$41.4M
4
Fidelity International
Fidelity International
Bermuda
+$34M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$143M
2
HRCM
Hood River Capital Management
Florida
-$75.8M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$21.9M
4
DCM
Driehaus Capital Management
Illinois
-$18.6M
5
Ameriprise
Ameriprise
Minnesota
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHCM
351
Boulder Hill Capital Management
New York
– -$324K -10,000 Closed
HCM
352
HMS Capital Management
Tennessee
– -$323K -9,965 Closed
TIM
353
Tevis Investment Management
Texas
– -$322K -9,960 Closed
AC
354
AXQ Capital
New Jersey
– -$299K -9,235 Closed
VF
355
Virtu Financial
New York
– -$268K -8,280 Closed
Bank of Nova Scotia
356
Bank of Nova Scotia
Ontario, Canada
– -$266K -8,230 Closed
BRWA
357
B. Riley Wealth Advisors
Florida
– -$263K -8,120 Closed
VI
358
Vestcor Inc
New Brunswick, Canada
– -$235K -7,250 Closed
GVAG
359
Great Valley Advisor Group
Delaware
– -$234K -7,225 Closed
TSS
360
Two Sigma Securities
New York
– -$232K -7,165 Closed
AWM
361
Axxcess Wealth Management
California
– -$208K -6,430 Closed
BC
362
Bridgefront Capital
Texas
– -$202K -6,235 Closed
PCM
363
Prelude Capital Management
New York
– -$201K -6,215 Closed
Simplex Trading
364
Simplex Trading
Illinois
– -$128K -3,960 Closed
CMF
365
Counterpoint Mutual Funds
California
– -$119K -3,670 Closed
GPGA
366
Grandeur Peak Global Advisors
Utah
– -$114K -3,525 Closed
BAM
367
Belpointe Asset Management
Nevada
– -$92.1K -2,845 Closed
FCA
368
Fortis Capital Advisors
Kansas
– -$60.5K -1,870 Closed
HFM
369
Harvest Fund Management
China
– -$58K -1,785 Closed
Twin Tree Management
370
Twin Tree Management
Texas
– -$53.2K -1,645 Closed
EI
371
Ellevest Inc
New York
– -$27.3K -845 Closed
TWA
372
TCI Wealth Advisors
Arizona
– -$26.9K -830 Closed
SC
373
Schubert & Co
Texas
– -$7.93K -245 Closed
ST
374
Sageworth Trust
Pennsylvania
– -$4.37K -135 Closed
STCOSD
375
Sageworth Trust Company of South Dakota
South Dakota
– -$1.13K -35 Closed
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