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EXL Service
EXLS

Overview Fund Activity

196 hedge funds and large institutions have $1.7B invested in EXL Service in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
4.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
67
Reduced
68
Closed
23
Calls
$142K
Puts
$453K
Net Calls
-$311K
Net Calls Change
+$119K

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$48.5M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$90.7M
3
HRCM
Hood River Capital Management
Florida
$14.9M
4
Macquarie Group
Macquarie Group
Australia
$60.2M
5
Morgan Stanley
Morgan Stanley
New York
$11M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
2
Deutsche Bank
Deutsche Bank
Germany
$5.86M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$41.5M
4
Renaissance Technologies
Renaissance Technologies
New York
$28.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Parallel Advisors
California
$8K – – –
LWM
177
Liberty Wealth Management
California
$8K +$8K +835 New
EWM
178
Executive Wealth Management
Michigan
$7K +$7K +620 New
PCM
179
Prelude Capital Management
New York
$7K +$7K +645 New
CFA
180
Carroll Financial Associates
North Carolina
$6K – – –
MNBTD
181
Moody National Bank Trust Division
Texas
$5K +$5K +455 New
RCAG
182
Rehmann Capital Advisory Group
Michigan
$4.37K +$2.16K +205 +98%
GAM
183
Gemmer Asset Management
California
$4K – – –
ASN
184
Advisory Services Network
Georgia
$4K +$4K +350 New
JA
185
JOYN Advisors
Georgia
$3K -$621 -60 -17%
VCM
186
Versant Capital Management
Arizona
$3K – – –
ST
187
Smithfield Trust
Pennsylvania
$3K – – –
AIA
188
Alera Investment Advisors
Illinois
$2K +$2K +150 New
BOPW
189
Brandywine Oak Private Wealth
Pennsylvania
$2K +$2K +250 New
VFA
190
Valeo Financial Advisors
Indiana
$1K – – –
S
191
SignatureFD
Georgia
$1K – – –
CFGS
192
Concourse Financial Group Securities
Alabama
$1K +$1K +150 New
AAMU
193
Amundi Asset Management US
Massachusetts
$179 +$179 +17,000 New
GT
194
Glenmede Trust
Pennsylvania
$13 +$13 +1,300 New
CWM
195
CIBC World Markets
New York
– -$3.01M -227,500 Closed
OAM
196
Oxford Asset Management
United Kingdom
– -$1.96M -149,115 Closed
Jacobs Levy Equity Management
197
Jacobs Levy Equity Management
New Jersey
– -$870K -65,700 Closed
Holocene Advisors
198
Holocene Advisors
New York
– -$704K -53,185 Closed
CGH
199
Crossmark Global Holdings
Texas
– -$501K -37,865 Closed
ZCM
200
Zebra Capital Management
Connecticut
– -$475K -35,875 Closed
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