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EXL Service

206 hedge funds and large institutions have $1.77B invested in EXL Service in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-5
Holders Change %
-2.37%
% of All Funds
4.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
73
Reduced
70
Closed
31
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$49K +$1.4K +125 +3%
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$46K -$3.42K -305 -7%
IDBONY
178
Israel Discount Bank of New York
New York
$36K
AssetMark Inc
179
AssetMark Inc
California
$35K -$606 -55 -2%
GT
180
Greenleaf Trust
Michigan
$31K
TRCT
181
Tower Research Capital (TRC)
New York
$31K +$31K +2,750 New
SIC
182
Salem Investment Counselors
North Carolina
$22K
Loomis, Sayles & Company
183
Loomis, Sayles & Company
Massachusetts
$21K
SWA
184
Sutton Wealth Advisors
Florida
$18.3K
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$17K +$7.12K +645 +72%
APP
186
Avantax Planning Partners
Iowa
$15K +$15K +1,365 New
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$12K -$5.46K -500 -31%
WA
188
WealthTrust-Arizona
Arizona
$12K
PCG
189
Private Capital Group
Connecticut
$10K
WDL
190
Well Done LLC
Michigan
$9K +$9K +820 New
IA
191
IFP Advisors
Florida
$8K
WTB
192
Washington Trust Bank
Washington
$8K +$8K +700 New
AS
193
Altshuler Shaham
Israel
$8K +$8K +2,645 New
CFA
194
Carroll Financial Associates
North Carolina
$6K
GAM
195
Gemmer Asset Management
California
$5K
WAM
196
Wealthspire Advisors (Maryland)
Maryland
$4K -$20.4K -1,655 -84%
GT
197
Glenmede Trust
Pennsylvania
$4K
VCM
198
Versant Capital Management
Arizona
$3K
ST
199
Smithfield Trust
Pennsylvania
$3K
JA
200
JOYN Advisors
Georgia
$3K +$3K +275 New