EXLS icon

EXL Service
EXLS

Overview Fund Activity

357 hedge funds and large institutions have $5.73B invested in EXL Service in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 121 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+13
Holders Change %
+3.78%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
56
Increased
135
Reduced
121
Closed
39
Calls
$4.38M
Puts
$3.28M
Net Calls
+$1.1M
Net Calls Change
+$1.42M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$247M
2
HRCM
2
Hood River Capital Management
Florida
$51M
3
Morgan Stanley
3
Morgan Stanley
New York
$97.3M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$30.5M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$24.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.84M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$256M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$268M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$0
5
BTW
5
Boston Trust Walden
Massachusetts
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$536K +$122K +3,196 +29%
VA
227
Vident Advisory
Georgia
$529K -$2.6M -68,114 -83%
VPIM
228
Vanguard Personalized Indexing Management
California
$524K +$3.36K +88 +0.6%
Truist Financial
229
Truist Financial
North Carolina
$514K +$107K +2,812 +26%
Wealth Enhancement Advisory Services
230
Wealth Enhancement Advisory Services
Minnesota
$509K +$24.9K +653 +5%
SA
231
Sanctuary Advisors
Indiana
$496K +$25.3K +547 +5%
PI
232
PEAK6 Investments
Illinois
$484K +$484K +12,688 New
FNA
233
First National Advisers
Nebraska
$480K +$35.8K +938 +8%
SAM
234
Securian Asset Management
Minnesota
$479K -$15.4K -404 -3%
YMRC
235
Yorktown Management & Research Company
Virginia
$462K – – –
SAM
236
Shell Asset Management
Netherlands
$453K +$453K +11,878 New
ACM
237
Aquatic Capital Management
Illinois
$450K -$118K -3,100 -21%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$434K +$47.3K +1,240 +12%
USAA
239
United Services Automobile Association
Texas
$418K -$106K -2,790 -20%
II
240
Inspire Investing
Idaho
$412K -$11.5K -302 -3%
CGH
241
Crossmark Global Holdings
Texas
$404K -$915 -24 -0.2%
MML Investors Services
242
MML Investors Services
Massachusetts
$397K +$74.7K +1,959 +23%
PAG
243
Private Advisor Group
New Jersey
$390K +$28.3K +742 +8%
Kovitz Investment Group Partners
244
Kovitz Investment Group Partners
Illinois
$386K -$255K -6,936 -40%
RA
245
RiverPark Advisors
New York
$380K +$69.4K +1,818 +22%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$379K +$40K +1,050 +12%
ET
247
Entropy Technologies
New York
$363K +$363K +9,505 New
SCM
248
SG Capital Management
Illinois
$362K -$14.8M -387,282 -98%
TIA
249
Tandem Investment Advisors
South Carolina
$344K -$17.3K -454 -5%
BWG
250
Berry Wealth Group
Texas
$339K +$51.6K +1,353 +18%
8 9
10
11 12