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EXL Service
EXLS

Overview Fund Activity

202 hedge funds and large institutions have $2.1B invested in EXL Service in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-13
Holders Change %
-6.05%
% of All Funds
4.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
19
Increased
56
Reduced
87
Closed
31
Calls
$1.17M
Puts
$1.3M
Net Calls
-$133K
Net Calls Change
-$774K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$160M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$23.6M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$112M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$14.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.4M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.3M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$2.09M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$12.7M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
176
Sutton Wealth Advisors
Florida
$20.9K – – –
HIIFS
177
Harel Insurance Investments & Financial Services
Israel
$20K +$20K +1,605 New
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$634 +50 +4%
TWI
179
Thomas White International
Illinois
$16K – – –
PHK
180
Point72 Hong Kong
Hong Kong
$14K -$15.8K -1,255 -53%
PA
181
Parallel Advisors
California
$13K – – –
Asset Management One
182
Asset Management One
Japan
$13K – – –
IA
183
IFP Advisors
Florida
$11K -$1.23K -95 -10%
ME
184
McIlrath & Eck
Washington
$10K – – –
LWM
185
Liberty Wealth Management
California
$9K – – –
RMC
186
Regis Management Company
California
$6.92K – – –
PFBT
187
Parkside Financial Bank & Trust
Missouri
$6K – – –
PA
188
Procyon Advisors
Connecticut
$6K – – –
GAM
189
Gemmer Asset Management
California
$5K – – –
MAM
190
Meeder Asset Management
Ohio
$4K -$5.17K -375 -56%
CFGS
191
Concourse Financial Group Securities
Alabama
$4K +$1.4K +100 +54%
SL
192
Savior LLC
Massachusetts
$3K – – –
HNB
193
Huntington National Bank
Ohio
$3K – – –
TWA
194
TCI Wealth Advisors
Arizona
$3K +$813 +65 +37%
GEA
195
Glen Eagle Advisors
New Jersey
$2.54K – – –
SFS
196
Sowell Financial Services
Arkansas
$2K – – –
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$1K – – –
SCA
198
Stonebridge Capital Advisors
Minnesota
$1K – – –
TFO
199
Tarbox Family Office
California
$1K +$1K +65 New
BCA
200
Berman Capital Advisors
Georgia
$1K +$1K +80 New
6 7
8
9 10