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EXL Service
EXLS

Overview Fund Activity

218 hedge funds and large institutions have $2.74B invested in EXL Service in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
62
Reduced
100
Closed
24
Calls
$263K
Puts
$1.06M
Net Calls
-$801K
Net Calls Change
+$1.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$233M
2
Lazard Asset Management
Lazard Asset Management
New York
$13.6M
3
BlackRock
BlackRock
New York
$428M
4
Man Group
Man Group
United Kingdom
$10M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$52.4M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$124M
2
BCA
Bernzott Capital Advisors
California
$31.4M
3
Marshall Wace
Marshall Wace
United Kingdom
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$4.86M
5
UBS Group
UBS Group
Switzerland
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
176
Panagora Asset Management
Massachusetts
$149K – – –
PCG
177
Private Capital Group
Connecticut
$117K +$5.79K +340 +5%
TRCT
178
Tower Research Capital (TRC)
New York
$99K -$1.67M -97,575 -94%
FTDI
179
First Trust Direct Indexing
Massachusetts
$97K +$97K +5,715 New
SO
180
STRS Ohio
Ohio
$93K -$50.7K -3,000 -35%
HIA
181
Harbor Investment Advisory
Maryland
$83K +$25.3K +1,490 +44%
Simplex Trading
182
Simplex Trading
Illinois
$74K +$58.3K +3,445 +370%
Ohio Public Employees Retirement System (OPERS)
183
Ohio Public Employees Retirement System (OPERS)
Ohio
$69K -$2.98K -175 -4%
FHA
184
First Horizon Advisors
Tennessee
$62K – – –
PHK
185
Point72 Hong Kong
Hong Kong
$54K -$18.3K -1,080 -25%
FQ
186
First Quadrant
California
$50K – – –
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$46K – – –
PWPS
188
Pinnacle Wealth Planning Services
Ohio
$41K +$41K +2,420 New
VCG
189
Vantage Consulting Group
Virginia
$40K +$40K +2,370 New
SIC
190
Salem Investment Counselors
North Carolina
$34K – – –
SWA
191
Sutton Wealth Advisors
Florida
$28K – – –
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
FHC
193
First Horizon Corporation
Tennessee
$18K -$10.4K -620 -37%
ME
194
McIlrath & Eck
Washington
$14K – – –
IA
195
IFP Advisors
Florida
$12K – – –
LWM
196
Liberty Wealth Management
California
$11K – – –
PFBT
197
Parkside Financial Bank & Trust
Missouri
$10K +$2.17K +130 +28%
PA
198
Parallel Advisors
California
$7K -$3.68K -210 -34%
GAM
199
Gemmer Asset Management
California
$7K – – –
MAM
200
Meeder Asset Management
Ohio
$7K +$2.33K +145 +50%
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