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EXL Service
EXLS

Overview Fund Activity

327 hedge funds and large institutions have $4.39B invested in EXL Service in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
121
Reduced
135
Closed
41
Calls
$2.52M
Puts
$1.77M
Net Calls
+$750K
Net Calls Change
+$448K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$71.2M
2
FAM
2
Fenimore Asset Management
New York
$74.8M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$179M
4
BTW
4
Boston Trust Walden
Massachusetts
$87.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$5.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$19.9M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$0
4
JCM
4
Junto Capital Management
New York
$0
5
CSS
5
Cubist Systematic Strategies
Connecticut
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$542K -$426K -15,208 -44%
Walleye Capital
202
Walleye Capital
New York
$540K +$182K +6,500 +51%
AWM
203
AE Wealth Management
Kansas
$530K -$143K -5,114 -21%
QT
204
Quantbot Technologies
New York
$525K -$4.2M -149,964 -89%
QCM
205
QRG Capital Management
Illinois
$525K +$525K +18,722 New
SGI
206
Summit Global Investments
Utah
$520K -$1.25M -44,504 -71%
AAM
207
Azzad Asset Management
Virginia
$515K +$152K +5,422 +42%
First Trust Advisors
208
First Trust Advisors
Illinois
$485K -$1.03M -36,644 -68%
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$481K +$481K +17,143 New
SO
210
STRS Ohio
Ohio
$479K -$11.2K -400 -2%
SAM
211
Shell Asset Management
Netherlands
$477K -$8.28K -295 -2%
GC
212
Guggenheim Capital
Illinois
$469K +$55.5K +1,981 +13%
P
213
Pitcairn
Pennsylvania
$462K +$26.5K +945 +6%
AIM
214
Aigen Investment Management
New York
$455K +$175K +6,248 +63%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$453K +$31.3K +1,115 +7%
OPS
216
Orion Portfolio Solutions
Nebraska
$433K +$176K +6,276 +68%
BCI
217
Brinker Capital Investments
Pennsylvania
$433K +$176K +6,276 +68%
US Bancorp
218
US Bancorp
Minnesota
$422K +$5.55K +198 +1%
NRD
219
Nebula Research & Development
New York
$417K -$167K -5,941 -29%
SOW
220
State of Wyoming
Wyoming
$411K +$157K +5,592 +62%
Vontobel Holding
221
Vontobel Holding
Switzerland
$408K -$148K -5,290 -27%
Creative Planning
222
Creative Planning
Kansas
$407K +$87.8K +3,133 +28%
PI
223
PEAK6 Investments
Illinois
$402K +$252K +8,999 +169%
EP
224
Edgestream Partners
New Jersey
$395K -$129K -4,600 -25%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$394K +$84 +3 +0%
7 8
9
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