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EXL Service
EXLS

Overview Fund Activity

222 hedge funds and large institutions have $3.42B invested in EXL Service in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
79
Reduced
89
Closed
24
Calls
$276K
Puts
$6.59M
Net Calls
-$6.31M
Net Calls Change
-$6.96M

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$67.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$256M
3
Invesco
3
Invesco
Georgia
$28.7M
4
Ameriprise
4
Ameriprise
Minnesota
$29.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.68M

Top Sellers

1
BlackRock
1
BlackRock
New York
$526M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$7.59M
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$0
4
TCM
4
TimesSquare Capital Management
New York
$44.8M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
176
SG Americas Securities
New York
$269K -$50.9K -2,400 -16%
JG
177
Jefferies Group
New York
$266K -$1.03M -48,500 -80%
SOW
178
State of Wyoming
Wyoming
$247K +$247K +11,630 New
CIP
179
Cornerstone Investment Partners
Georgia
$242K +$1.59K +75 +0.7%
SCM
180
Shelton Capital Management
Colorado
$230K -$7.01K -330 -3%
BCI
181
Brinker Capital Investments
Pennsylvania
$221K +$221K +10,415 New
PAMU
182
Pictet Asset Management (UK)
United Kingdom
$213K -$42.3K -1,990 -17%
RJA
183
Raymond James & Associates
Florida
$210K +$210K +9,860 New
PCA
184
Personal Capital Advisors
California
$208K +$208K +9,775 New
RFC
185
Regions Financial Corp
Alabama
$204K +$204K +9,620 New
RA
186
Royce & Associates
New York
$204K +$204K +9,620 New
SO
187
STRS Ohio
Ohio
$116K +$116K +5,500 New
HWMA
188
Heritage Wealth Management (Arizona)
Arizona
$112K +$40.4K +1,895 +56%
HIA
189
Harbor Investment Advisory
Maryland
$104K – – –
Ohio Public Employees Retirement System (OPERS)
190
Ohio Public Employees Retirement System (OPERS)
Ohio
$96K +$4.15K +195 +5%
HIIFS
191
Harel Insurance Investments & Financial Services
Israel
$90K +$90K +1,305 New
PCG
192
Private Capital Group
Connecticut
$54K -$19.1K -905 -26%
FHA
193
First Horizon Advisors
Tennessee
$53K – – –
SWA
194
Sutton Wealth Advisors
Florida
$50.3K +$14.2K +670 +40%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$44K +$20.8K +985 +90%
SIC
196
Salem Investment Counselors
North Carolina
$43K – – –
CFB
197
Cullen/Frost Bankers
Texas
$36K +$36K +1,680 New
PHK
198
Point72 Hong Kong
Hong Kong
$34K -$16.4K -775 -32%
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
Acadian Asset Management
200
Acadian Asset Management
Massachusetts
$26K -$608K -28,165 -96%
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8
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