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EXL Service
EXLS

Overview Fund Activity

171 hedge funds and large institutions have $1.8B invested in EXL Service in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
4.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
76
Reduced
57
Closed
18
Calls
$506K
Puts
$239K
Net Calls
+$267K
Net Calls Change
-$273K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$216M
2
NPIC
2
Neumeier Poma Investment Counsel
California
$11.1M
3
Macquarie Group
3
Macquarie Group
Australia
$46.8M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$62.9M
5
GKIM
5
GW&K Investment Management
Massachusetts
$32.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$89.7M
2
PP
2
Prudential plc
United Kingdom
$8.59M
3
PM
3
Pembroke Management
Quebec, Canada
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.67M
5
PAM
5
Panagora Asset Management
Massachusetts
$149K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
151
Advisor Group
Arizona
$49K +$3.79K +340 +8%
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$49K +$7.71K +690 +19%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$48K -$2.57K -230 -5%
IDBONY
154
Israel Discount Bank of New York
New York
$36K -$554 -50 -2%
AssetMark Inc
155
AssetMark Inc
California
$35K +$5.24K +475 +18%
BTIS
156
BB&T Investment Services
North Carolina
$32K +$1.22K +110 +4%
SIC
157
Salem Investment Counselors
North Carolina
$22K +$22K +2,000 New
WAM
158
Wealthspire Advisors (Maryland)
Maryland
$21K +$7.32K +655 +53%
SWA
159
Sutton Wealth Advisors
Florida
$18.3K +$1.17K +105 +7%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$18K – – –
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$17K +$17K +1,565 New
WA
162
WealthTrust-Arizona
Arizona
$12K – – –
CG
163
Cutler Group
California
$9K +$9K +885 New
EWM
164
Evercore Wealth Management
New York
$7K +$7K +670 New
CFA
165
Carroll Financial Associates
North Carolina
$6K -$750 -75 -11%
QCG
166
Quadrant Capital Group
Ohio
$6K – – –
GAM
167
Gemmer Asset Management
California
$5K +$176 +15 +4%
WA
168
Winfield Associates
Ohio
$4K +$4K +380 New
VCM
169
Versant Capital Management
Arizona
$3K +$3K +295 New
MAM
170
Meeder Asset Management
Ohio
$2K – – –
PM
171
Pembroke Management
Quebec, Canada
– -$6.69M -706,500 Closed
WA
172
Wasatch Advisors
Utah
– -$2.51M -264,620 Closed
HHC
173
Hutchin Hill Capital
New York
– -$1.19M -125,500 Closed
Citadel Advisors
174
Citadel Advisors
Florida
– -$978K -103,295 Closed
VRS
175
Virginia Retirement Systems
Virginia
– -$810K -85,500 Closed
4 5 6
7
8