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EXL Service
EXLS

Overview Fund Activity

212 hedge funds and large institutions have $2.14B invested in EXL Service in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+9
Holders Change %
+4.43%
% of All Funds
4.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
75
Reduced
69
Closed
10
Calls
$347K
Puts
$1M
Net Calls
-$657K
Net Calls Change
-$367K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$95.6M
2
Millennium Management
2
Millennium Management
New York
$12M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$13.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.41M
5
BlackRock
5
BlackRock
New York
$338M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$30.8M
2
CRCP
2
Copper Rock Capital Partners
Massachusetts
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$150M
4
TCM
4
TimesSquare Capital Management
New York
$59.2M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
201
Tarbox Family Office
California
$4K – – –
CFGS
202
Concourse Financial Group Securities
Alabama
$3K +$1.13K +90 +60%
CBT
203
Capital Bank & Trust
California
$3K +$3K +195 New
SFS
204
Sowell Financial Services
Arkansas
$3K +$3K +235 New
S
205
SignatureFD
Georgia
$2K – – –
PHK
206
Point72 Hong Kong
Hong Kong
$1K -$1.94K -155 -66%
NFG
207
Next Financial Group
Texas
$1K – – –
SCA
208
Stonebridge Capital Advisors
Minnesota
$1K – – –
VFA
209
Valeo Financial Advisors
Indiana
$1K – – –
GT
210
Glenmede Trust
Pennsylvania
$20 +$3 +245 +19%
CRCP
211
Copper Rock Capital Partners
Massachusetts
– -$17M -1,288,120 Closed
ERSOT
212
Employees Retirement System of Texas
Texas
– -$926K -70,000 Closed
MWPCG
213
Measured Wealth Private Client Group
New Hampshire
– -$403K -30,435 Closed
USAA
214
United Services Automobile Association
Texas
– -$348K -26,340 Closed
Citadel Advisors
215
Citadel Advisors
Florida
– -$221K -16,660 Closed
Acadian Asset Management
216
Acadian Asset Management
Massachusetts
– -$125K -9,420 Closed
NIT
217
NumerixS Investment Technologies
British Columbia, Canada
– -$61K -4,625 Closed
EWM
218
Executive Wealth Management
Michigan
– -$8K -620 Closed
NCM
219
Next Capital Management
New York
– -$5K -390 Closed
RCG
220
Ruggie Capital Group
Florida
– -$2K -135 Closed
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