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EXL Service
EXLS

Overview Fund Activity

258 hedge funds and large institutions have $3.93B invested in EXL Service in 2021 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 79 increasing their positions, 88 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+36
Holders Change %
+16.22%
% of All Funds
4.53%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
53
Increased
79
Reduced
88
Closed
14
Calls
$308K
Puts
$466K
Net Calls
-$158K
Net Calls Change
+$6.15M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$48.2M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$40.8M
3
AG
Atairos Group
Pennsylvania
$38.2M
4
VNIM
Vaughan Nelson Investment Management
Texas
$93.3M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$52.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$226M
2
Fidelity International
Fidelity International
Bermuda
$58.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$203M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$146M
5
BCA
Bernzott Capital Advisors
California
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
201
Ameritas Investment Partners
Nebraska
$317K – – –
SOW
202
State of Wyoming
Wyoming
$285K -$1.11K -45 -0.4%
PAMS
203
Pictet Asset Management (Switzerland)
Switzerland
$283K +$283K +11,500 New
PP
204
PDT Partners
New York
$278K +$278K +11,305 New
SCM
205
Shelton Capital Management
Colorado
$267K – – –
PCA
206
Personal Capital Advisors
California
$241K – – –
RFC
207
Regions Financial Corp
Alabama
$237K – – –
II
208
Inspire Investing
Idaho
$236K -$407K -16,500 -63%
MML Investors Services
209
MML Investors Services
Massachusetts
$235K +$235K +9,535 New
Lido Advisors
210
Lido Advisors
California
$226K +$226K +9,190 New
RA
211
Royce & Associates
New York
$225K -$12.1K -490 -5%
BCI
212
Brinker Capital Investments
Pennsylvania
$221K – – –
CIP
213
Cornerstone Investment Partners
Georgia
$219K -$62.3K -2,525 -22%
AAS
214
Avantax Advisory Services
Texas
$209K +$209K +8,490 New
OAM
215
Oppenheimer Asset Management
New York
$207K +$207K +8,400 New
VI
216
Versor Investments
New York
$203K +$203K +8,225 New
HWMA
217
Heritage Wealth Management (Arizona)
Arizona
$164K +$34.3K +1,390 +26%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$147K +$96K +3,910 +188%
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$125K +$125K +5,085 New
HIA
220
Harbor Investment Advisory
Maryland
$120K – – –
Ohio Public Employees Retirement System (OPERS)
221
Ohio Public Employees Retirement System (OPERS)
Ohio
$110K -$1.61K -65 -1%
FHA
222
First Horizon Advisors
Tennessee
$95K +$33.1K +1,365 +53%
AS
223
Altshuler Shaham
Israel
$72K +$72K +2,895 New
PI
224
PEAK6 Investments
Illinois
$70K +$70K +2,845 New
PCG
225
Private Capital Group
Connecticut
$61K -$2.1K -85 -3%
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9
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