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EXL Service
EXLS

Overview Fund Activity

170 hedge funds and large institutions have $1.53B invested in EXL Service in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
4.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
71
Reduced
50
Closed
17
Calls
$753K
Puts
$213K
Net Calls
+$540K
Net Calls Change
+$478K

Top Buyers

1
BlackRock
1
BlackRock
New York
$189M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$48.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.8M
4
AAM
4
Aberdeen Asset Management
United Kingdom
$55.3M
5
PP
5
Prudential plc
United Kingdom
$15M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$2.51M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$158M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$43K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$43K +$2.19K +230 +5%
AG
153
Advisor Group
Arizona
$38K +$2.57K +275 +7%
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$35K -$109K -11,485 -76%
IDBONY
155
Israel Discount Bank of New York
New York
$31K – – –
AssetMark Inc
156
AssetMark Inc
California
$26K – – –
BTIS
157
BB&T Investment Services
North Carolina
$26K – – –
JFGIW
158
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K – – –
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$15K -$13.1K -1,400 -47%
SWA
160
Sutton Wealth Advisors
Florida
$14.6K – – –
WAM
161
Wealthspire Advisors (Maryland)
Maryland
$12K – – –
WA
162
WealthTrust-Arizona
Arizona
$11K -$991 -100 -8%
CFA
163
Carroll Financial Associates
North Carolina
$6K – – –
Simplex Trading
164
Simplex Trading
Illinois
$6K +$6K +700 New
QCG
165
Quadrant Capital Group
Ohio
$5K – – –
GAM
166
Gemmer Asset Management
California
$4K – – –
WT
167
Whittier Trust
California
$4K +$4K +475 New
Creative Planning
168
Creative Planning
Kansas
$3K +$3K +305 New
FANJ
169
Financial Architects (New Jersey)
New Jersey
$2K +$2K +160 New
MAM
170
Meeder Asset Management
Ohio
$2K +$2K +220 New
Loomis, Sayles & Company
171
Loomis, Sayles & Company
Massachusetts
– -$16.3M -1,618,545 Closed
AQR Capital Management
172
AQR Capital Management
Connecticut
– -$3.42M -339,385 Closed
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
– -$2.4M -237,810 Closed
CAM
174
ClariVest Asset Management
California
– -$2.19M -217,040 Closed
AL
175
Airain Ltd
Guernsey
– -$591K -58,575 Closed
4 5 6
7
8