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EXL Service
EXLS

Overview Fund Activity

203 hedge funds and large institutions have $2.13B invested in EXL Service in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
72
Reduced
63
Closed
14
Calls
$562K
Puts
$852K
Net Calls
-$290K
Net Calls Change
+$970K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$39.4M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$16.9M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$7.04M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$160M
5
TCM
5
TimesSquare Capital Management
New York
$68.1M

Top Sellers

1
NPIC
1
Neumeier Poma Investment Counsel
California
$22.1M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$37M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.92M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$110M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
176
Simplex Trading
Illinois
$20K -$17.8K -1,405 -47%
VCM
177
Versant Capital Management
Arizona
$17K +$11.9K +905 +232%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$16K – – –
HNB
179
Huntington National Bank
Ohio
$15K – – –
QT
180
Quantamental Technologies
New York
$14K -$91.9K -6,895 -87%
Asset Management One
181
Asset Management One
Japan
$13K – – –
TRCT
182
Tower Research Capital (TRC)
New York
$13K +$12.5K +940 +2,686%
LWM
183
Liberty Wealth Management
California
$11K – – –
CFA
184
Carroll Financial Associates
North Carolina
$11K +$3.14K +240 +40%
ME
185
McIlrath & Eck
Washington
$10K – – –
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$10K +$10K +735 New
EWM
187
Executive Wealth Management
Michigan
$8K – – –
GAM
188
Gemmer Asset Management
California
$6K – – –
RCAG
189
Rehmann Capital Advisory Group
Michigan
$5.42K – – –
NCM
190
Next Capital Management
New York
$5K +$5K +390 New
ST
191
Smithfield Trust
Pennsylvania
$4K – – –
TFO
192
Tarbox Family Office
California
$4K +$4K +315 New
PHK
193
Point72 Hong Kong
Hong Kong
$3K -$2.36K -185 -44%
CFGS
194
Concourse Financial Group Securities
Alabama
$2K – – –
S
195
SignatureFD
Georgia
$2K – – –
RCG
196
Ruggie Capital Group
Florida
$2K +$2K +135 New
MUAMU
197
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.46K – – –
NFG
198
Next Financial Group
Texas
$1K -$1.3K -130 -57%
VFA
199
Valeo Financial Advisors
Indiana
$1K – – –
SCA
200
Stonebridge Capital Advisors
Minnesota
$1K +$1K +50 New
5 6 7
8
9