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EXL Service

362 hedge funds and large institutions have $5.82B invested in EXL Service in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

34% more call options, than puts

Call options by funds: $4.38M | Put options by funds: $3.28M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $4.82B → $5.82B (+$1B)

12% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 122

5% more funds holding

Funds holding: 345362 (+17)

0.15% less ownership

Funds ownership: 94.63%94.48% (-0.15%)

Holders
362
Holders Change
+17
Holders Change %
+4.93%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
57
Increased
137
Reduced
122
Closed
37
Calls
$4.38M
Puts
$3.28M
Net Calls
+$1.1M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
PD
226
Point72 (DIFC)
United Arab Emirates
$549K -$264K -7,570 -34%
SEC
227
Seven Eight Capital
New York
$545K +$94.5K +2,707 +23%
Vontobel Holding
228
Vontobel Holding
Switzerland
$537K -$20K -572 -4%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$536K +$112K +3,196 +29%
VA
230
Vident Advisory
Georgia
$529K -$2.38M -68,114 -83%
VPIM
231
Vanguard Personalized Indexing Management
California
$524K +$3.07K +88 +0.6%
Truist Financial
232
Truist Financial
North Carolina
$514K +$98.2K +2,812 +26%
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$509K +$22.8K +653 +5%
UWS
234
Unique Wealth Strategies
Illinois
$508K +$455K +13,035 +4,864%
SA
235
Sanctuary Advisors
Indiana
$496K +$19.1K +547 +5%
PI
236
PEAK6 Investments
Illinois
$484K +$443K +12,688 New
FNA
237
First National Advisers
Nebraska
$480K +$32.8K +938 +8%
SAM
238
Securian Asset Management
Minnesota
$479K -$14.1K -404 -3%
YMRC
239
Yorktown Management & Research Company
Virginia
$462K
SAM
240
Shell Asset Management
Netherlands
$453K +$415K +11,878 New
ACM
241
Aquatic Capital Management
Illinois
$450K -$108K -3,100 -21%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$434K +$43.3K +1,240 +12%
USAA
243
United Services Automobile Association
Texas
$418K -$97.4K -2,790 -20%
II
244
Inspire Investing
Idaho
$412K -$10.5K -302 -3%
CGH
245
Crossmark Global Holdings
Texas
$404K -$838 -24 -0.2%
MML Investors Services
246
MML Investors Services
Massachusetts
$397K +$68.4K +1,959 +23%
PAG
247
Private Advisor Group
New Jersey
$390K +$25.9K +742 +8%
Kovitz Investment Group Partners
248
Kovitz Investment Group Partners
Illinois
$386K -$242K -6,936 -40%
RA
249
RiverPark Advisors
New York
$380K +$63.5K +1,818 +22%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$379K +$36.7K +1,050 +12%

EXLS Hedge Fund Activity: Q3 2024 in Review

362 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2024, worth a combined $5.82B — up 21% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXLS positions and 37 closed out — a net gain of 20 holders — while 137 added to existing stakes and 122 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $48.3M. The largest seller was Citadel Advisors, cutting an estimated $55.6M.

  • 362 institutional investors held EXL Service (EXLS) as of Q3 2024, up from 345 in Q2 2024.
  • Funds reported $5.82B of EXL Service stock for Q3 2024, up 21% quarter-over-quarter.
  • 57 funds opened new EXL Service positions in Q3 2024 and 37 closed out, a net change of +20 holders.
  • The largest EXL Service buyer in Q3 2024 was William Blair Investment Management, an estimated $48.3M added.
  • The largest EXL Service seller in Q3 2024 was Citadel Advisors, an estimated $55.6M sold.

Based on aggregated 13F filings for Q3 2024.