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EXL Service
EXLS

Overview Fund Activity

175 hedge funds and large institutions have $1.59B invested in EXL Service in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-4
Holders Change %
-2.23%
% of All Funds
4.68%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
71
Reduced
57
Closed
26
Calls
$763K
Puts
$324K
Net Calls
+$439K
Net Calls Change
+$68K

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$29.2M
2
AAM
2
AMI Asset Management
California
$13.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$209M
4
AAM
4
Aberdeen Asset Management
United Kingdom
$31.8M
5
CWAM
5
Columbia Wanger Asset Management
Illinois
$58.4M

Top Sellers

1
TAM
1
Tiverton Asset Management
Delaware
$3.43M
2
CRCP
2
Copper Rock Capital Partners
Massachusetts
$0
3
Macquarie Group
3
Macquarie Group
Australia
$25.9M
4
O
4
OppenheimerFunds
New York
$318K
5
NCGI
5
Next Century Growth Investors
Minnesota
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$45K +$6.94K +695 +18%
NIT
152
NumerixS Investment Technologies
British Columbia, Canada
$45K +$45K +4,500 New
AG
153
Advisor Group
Arizona
$38K +$34.9K +3,460 +1,116%
FHA
154
First Horizon Advisors
Tennessee
$37K +$13.1K +1,375 +55%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$30K – – –
AssetMark Inc
156
AssetMark Inc
California
$27K +$27K +2,700 New
Creative Planning
157
Creative Planning
Kansas
$26K +$24K +2,375 +1,188%
MCM
158
McKinley Capital Management
Alaska
$25K +$20.6K +2,100 +467%
Bessemer Group
159
Bessemer Group
New Jersey
$24K +$24K +2,405 New
LTFS
160
Ladenburg Thalmann Financial Services
Florida
$22K -$18.5K -1,875 -46%
WAM
161
Wealthspire Advisors (Maryland)
Maryland
$18K +$6.41K +650 +55%
SWA
162
Sutton Wealth Advisors
Florida
$15.4K – – –
CG
163
Cutler Group
California
$14K -$7.79K -810 -36%
BJ
164
BlackRock Japan
Japan
$13K +$13K +1,275 New
JFGIW
165
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$14.7K -1,500 -57%
IA
166
IFP Advisors
Florida
$11K +$6.33K +610 +136%
TCIM
167
TIAA CREF Investment Management
New York
$7.9K -$259 -25,935 -3%
CCS
168
Crosspoint Capital Strategies
California
$6K – – –
HMS
169
Hanseatic Management Services
New Mexico
$4K -$1.95K -190 -33%
GAM
170
Gemmer Asset Management
California
$4K – – –
FNBT
171
FineMark National Bank & Trust
Florida
$2K +$865 +80 +76%
VCM
172
Versant Capital Management
Arizona
$1K – – –
MWP
173
MYCIO Wealth Partners
Pennsylvania
$1K – – –
QCG
174
Quadrant Capital Group
Ohio
$1K – – –
VOYA Investment Management
175
VOYA Investment Management
Georgia
$743 -$37 -3,745 -5%
5 6
7
8 9