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EXL Service
EXLS

Overview Fund Activity

223 hedge funds and large institutions have $2.91B invested in EXL Service in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
66
Reduced
93
Closed
27
Calls
$650K
Puts
–
Net Calls
+$650K
Net Calls Change
+$1.45M

Top Buyers

1
CCM
Channing Capital Management
Illinois
$43.6M
2
VNIM
Vaughan Nelson Investment Management
Texas
$22.9M
3
BlackRock
BlackRock
New York
$467M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$180M
5
IECM
Intrinsic Edge Capital Management
Illinois
$8.47M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$193M
2
RP
Riverbridge Partners
Minnesota
$0
3
TCM
TimesSquare Capital Management
New York
$43.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$52.8M
5
Morgan Stanley
Morgan Stanley
New York
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$236K -$4.23K -235 -2%
E
177
Ergoteles
New York
$225K -$585K -32,420 -72%
PAMU
178
Pictet Asset Management (UK)
United Kingdom
$216K -$45K -2,500 -17%
CIP
179
Cornerstone Investment Partners
Georgia
$204K +$204K +11,330 New
SCM
180
Shelton Capital Management
Colorado
$201K +$201K +11,155 New
FC
181
FORA Capital
Florida
$176K +$176K +9,770 New
QT
182
Quantbot Technologies
New York
$152K +$146K +8,125 +2,321%
DekaBank Deutsche Girozentrale
183
DekaBank Deutsche Girozentrale
Germany
$137K +$137K +7,500 New
HIA
184
Harbor Investment Advisory
Maryland
$88K – – –
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$78K +$4.79K +265 +7%
PCG
186
Private Capital Group
Connecticut
$62K -$61.2K -3,415 -50%
HWMA
187
Heritage Wealth Management (Arizona)
Arizona
$61K +$61K +3,365 New
FQ
188
First Quadrant
California
$53K – – –
FHA
189
First Horizon Advisors
Tennessee
$45K -$20.1K -1,140 -31%
PHK
190
Point72 Hong Kong
Hong Kong
$43K -$14.3K -795 -25%
SIC
191
Salem Investment Counselors
North Carolina
$36K – – –
SWA
192
Sutton Wealth Advisors
Florida
$30.6K +$902 +50 +3%
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$24K -$644 -35 -3%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$20K +$13.6K +745 +213%
FHC
195
First Horizon Corporation
Tennessee
$19K – – –
ME
196
McIlrath & Eck
Washington
$15K – – –
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$14K -$35.4K -1,935 -72%
EVM
198
Eaton Vance Management
Massachusetts
$13K +$13K +735 New
LWM
199
Liberty Wealth Management
California
$11K – – –
PFBT
200
Parkside Financial Bank & Trust
Missouri
$9K -$1.8K -100 -17%
6 7
8
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