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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$193M
2
RP
2
Riverbridge Partners
Minnesota
$0
3
TCM
3
TimesSquare Capital Management
New York
$43.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$52.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
201
Sowell Financial Services
Arkansas
$8K – – –
MAM
202
Meeder Asset Management
Ohio
$8K +$516 +30 +7%
GAM
203
Gemmer Asset Management
California
$7K – – –
TWA
204
TCI Wealth Advisors
Arizona
$7K +$2.52K +135 +56%
SWA
205
SOA Wealth Advisors
New York
$6K – – –
CFGS
206
Concourse Financial Group Securities
Alabama
$6K +$1.42K +85 +31%
IA
207
IFP Advisors
Florida
$5K -$7.19K -410 -59%
HNB
208
Huntington National Bank
Ohio
$5K – – –
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +270 New
SL
210
Savior LLC
Massachusetts
$4K – – –
PA
211
Parallel Advisors
California
$3K -$4.5K -240 -60%
APA
212
American Portfolios Advisors
New York
$2.07K +$2.07K +115 New
Simplex Trading
213
Simplex Trading
Illinois
$2K -$70.9K -4,255 -97%
IAIM
214
International Assets Investment Management
Florida
$2K – – –
ADIM
215
Alpha DNA Investment Management
Maryland
$2K – – –
QCG
216
Quadrant Capital Group
Ohio
$2K – – –
TFO
217
Tarbox Family Office
California
$2K – – –
MWP
218
Meridian Wealth Partners
Pennsylvania
$2K +$2K +115 New
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$2K +$2K +115 New
AIG
220
American International Group
New York
$1.99K -$26 -1,420 -1%
AIC
221
Ameritas Investment Company
Nebraska
$1.08K +$1.08K +60 New
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$1K – – –
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$179 – – –
RP
224
Riverbridge Partners
Minnesota
– -$32.3M -1,898,575 Closed
Allianz Asset Management
225
Allianz Asset Management
Germany
– -$2.93M -171,840 Closed
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