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EXL Service
EXLS

Overview Fund Activity

335 hedge funds and large institutions have $4.98B invested in EXL Service in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
135
Reduced
120
Closed
38
Calls
$2.3M
Puts
$2.24M
Net Calls
+$66K
Net Calls Change
+$954K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$44.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$304M
3
SAM
3
Silvercrest Asset Management
New York
$19.4M
4
BlackRock
4
BlackRock
New York
$695M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$235M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.6M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$67.9M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$74.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$41.8M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
201
Graham Capital Management
Connecticut
$575K +$575K +18,083 New
SOADOR
202
State of Alaska Department of Revenue
Alaska
$566K – – –
CW
203
Connectus Wealth
Ohio
$555K -$1.97M -61,941 -78%
Creative Planning
204
Creative Planning
Kansas
$553K +$140K +4,398 +34%
MAM
205
Martingale Asset Management
Massachusetts
$544K – – –
P
206
Pitcairn
Pennsylvania
$538K -$8.14K -256 -1%
US Bancorp
207
US Bancorp
Minnesota
$517K +$7.09K +223 +1%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$506K -$30.1K -948 -6%
Vontobel Holding
209
Vontobel Holding
Switzerland
$496K -$2.23K -70 -0.4%
IMRF
210
Illinois Municipal Retirement Fund
Illinois
$496K -$366K -11,514 -42%
NAS
211
Nicolet Advisory Services
Wisconsin
$489K +$227K +7,332 +87%
A
212
AlphaQuest
New York
$471K -$248K -7,808 -35%
QCM
213
Quantinno Capital Management
New York
$464K +$35.5K +1,118 +8%
SO
214
STRS Ohio
Ohio
$454K -$69.8K -2,200 -13%
QCM
215
QRG Capital Management
Illinois
$449K -$26K -817 -5%
VI
216
Versor Investments
New York
$447K +$67K +2,108 +18%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$441K +$21.7K +682 +5%
SSWM
218
Sheets Smith Wealth Management
North Carolina
$441K – – –
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$439K +$23K +723 +6%
LTAS
220
Linden Thomas Advisory Services
North Carolina
$435K +$179K +5,623 +70%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$435K -$23.2K -730 -5%
SAM
222
Securian Asset Management
Minnesota
$431K -$11.3K -356 -3%
SPA
223
Sherbrooke Park Advisers
New York
$430K +$430K +13,527 New
VI
224
Vestcor Inc
New Brunswick, Canada
$419K +$419K +13,185 New
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$414K +$414K +13,015 New
7 8
9
10 11