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EXL Service

202 hedge funds and large institutions have $1.92B invested in EXL Service in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
76
Reduced
58
Closed
20
Calls
$30K
Puts
$1.29M
Net Calls
-$1.26M
Net Calls Change
-$949K
Name Holding Trade Value Shares
Change
Shares
Change %
IDBONY
176
Israel Discount Bank of New York
New York
$24K
Federated Hermes
177
Federated Hermes
Pennsylvania
$23K -$2.06K -170 -8%
SWA
178
Sutton Wealth Advisors
Florida
$19.7K
HNB
179
Huntington National Bank
Ohio
$14K -$85.3K -6,855 -86%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$14K -$2.14K -180 -13%
Asset Management One
181
Asset Management One
Japan
$12K -$72K -6,000 -86%
LWM
182
Liberty Wealth Management
California
$10K
ME
183
McIlrath & Eck
Washington
$10K +$10K +820 New
EWM
184
Executive Wealth Management
Michigan
$7K
CFA
185
Carroll Financial Associates
North Carolina
$7K
CAM
186
Cresset Asset Management
Illinois
$6K +$5.53K +470 +1,175%
GAM
187
Gemmer Asset Management
California
$5K
MNBTD
188
Moody National Bank Trust Division
Texas
$5K
PHK
189
Point72 Hong Kong
Hong Kong
$5K +$5K +420 New
RCAG
190
Rehmann Capital Advisory Group
Michigan
$4.92K -$60 -5 -1%
ST
191
Smithfield Trust
Pennsylvania
$4K
VCM
192
Versant Capital Management
Arizona
$4K +$821 +80 +26%
SCM
193
Shelton Capital Management
Colorado
$3.45K +$3.45K +1,035 New
NFH
194
NEXT Financial Holdings
Texas
$3K +$3K +230 New
NFG
195
Next Financial Group
Texas
$3K +$3K +230 New
S
196
SignatureFD
Georgia
$2K
MUAMU
197
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.32K
CFGS
198
Concourse Financial Group Securities
Alabama
$1K
VFA
199
Valeo Financial Advisors
Indiana
$1K
GT
200
Glenmede Trust
Pennsylvania
$15