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EXL Service
EXLS

Overview Fund Activity

183 hedge funds and large institutions have $1.85B invested in EXL Service in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+12
Holders Change %
+7.02%
% of All Funds
4.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
62
Reduced
61
Closed
17
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$266K

Top Buyers

1
NPIC
Neumeier Poma Investment Counsel
California
$23.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$103M
3
BlackRock
BlackRock
New York
$236M
4
Norges Bank
Norges Bank
Norway
$26.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
$177M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
$0
2
TCM
TimesSquare Capital Management
New York
$60.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.11M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$219M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
151
Riverhead Capital Management
Delaware
$166K +$34.2K +2,940 +26%
AIP
152
Ameritas Investment Partners
Nebraska
$158K – – –
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$154K +$154K +13,195 New
AG
154
Advisor Group
Arizona
$80K +$28.4K +2,425 +55%
MOACM
155
Mutual of America Capital Management
New York
$77K – – –
FHA
156
First Horizon Advisors
Tennessee
$68K – – –
LIA
157
LS Investment Advisors
Michigan
$67K -$3.57K -305 -5%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$65K – – –
HNB
159
Huntington National Bank
Ohio
$64K -$53K -4,545 -45%
PFBT
160
Parkside Financial Bank & Trust
Missouri
$64K -$875 -75 -1%
MAM
161
Meeder Asset Management
Ohio
$53K +$50.4K +4,345 +1,975%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$49K -$1.41K -120 -3%
LTFS
163
Ladenburg Thalmann Financial Services
Florida
$38K -$12.9K -1,110 -25%
IDBONY
164
Israel Discount Bank of New York
New York
$38K – – –
AssetMark Inc
165
AssetMark Inc
California
$37K – – –
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$35K +$16.8K +1,445 +92%
BTIS
167
BB&T Investment Services
North Carolina
$34K +$1.09K +95 +3%
GT
168
Greenleaf Trust
Michigan
$33K +$33K +2,815 New
SIC
169
Salem Investment Counselors
North Carolina
$23K – – –
WAM
170
Wealthspire Advisors (Maryland)
Maryland
$21K -$692 -60 -3%
SWA
171
Sutton Wealth Advisors
Florida
$19.2K – – –
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$19K – – –
Loomis, Sayles & Company
173
Loomis, Sayles & Company
Massachusetts
$18K +$18K +1,550 New
WA
174
WealthTrust-Arizona
Arizona
$13K – – –
CFA
175
Carroll Financial Associates
North Carolina
$7K – – –
4 5 6
7
8