EXLS icon

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 %
SFS
201
Sowell Financial Services
Arkansas
$7K +$4.58K +255 +189%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$6K +$2.57K +150 +75%
SWA
203
SOA Wealth Advisors
New York
$6K +$6K +350 New
QT
204
Quantbot Technologies
New York
$5K -$185K -12,965 -97%
CFGS
205
Concourse Financial Group Securities
Alabama
$5K – – –
HNB
206
Huntington National Bank
Ohio
$4K – – –
TWA
207
TCI Wealth Advisors
Arizona
$4K – – –
SL
208
Savior LLC
Massachusetts
$3K – – –
CCA
209
Childress Capital Advisors
Texas
$3K +$3K +175 New
TFO
210
Tarbox Family Office
California
$2K – – –
QCG
211
Quadrant Capital Group
Ohio
$2K +$632 +30 +46%
BC
212
Bartlett & Co
Ohio
$2K +$2K +100 New
IAIM
213
International Assets Investment Management
Florida
$2K +$2K +125 New
ADIM
214
Alpha DNA Investment Management
Maryland
$2K +$2K +135 New
AIG
215
American International Group
New York
$1.9K -$76 -4,435 -4%
BCWM
216
Bartlett & Co Wealth Management
Ohio
$1.7K +$1.7K +100 New
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$1K – – –
BWA
218
BDO Wealth Advisors
Florida
$1K – – –
Marshall Wace
219
Marshall Wace
United Kingdom
– -$8.66M -655,955 Closed
LCH
220
Lee Capital Holdings
New York
– -$3.49M -264,515 Closed
SG Americas Securities
221
SG Americas Securities
New York
– -$2.99M -226,450 Closed
MWNA
222
Marshall Wace North America
New York
– -$1.22M -92,710 Closed
MUAMU
223
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$1.22M -92,500 Closed
Tudor Investment Corp
224
Tudor Investment Corp
Connecticut
– -$1.06M -80,290 Closed
TI
225
Trexquant Investment
Connecticut
– -$957K -72,555 Closed
6 7 8
9
10