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EXL Service

415 hedge funds and large institutions have $7.23B invested in EXL Service in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 141 increasing their positions, 137 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 26

109% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.09M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

24% more capital invested

Capital invested by funds: $5.82B → $7.23B (+$1.41B)

15% more funds holding

Funds holding: 362415 (+53)

1.47% more ownership

Funds ownership: 94.48%95.95% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 137

Holders
415
Holders Change
+53
Holders Change %
+14.64%
% of All Funds
5.47%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
86
Increased
141
Reduced
137
Closed
26
Calls
$2.29M
Puts
$1.09M
Net Calls
+$1.19M
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
FFP
226
FourThought Financial Partners
Florida
$735K -$31.7K -732 -4%
QCM
227
Quantinno Capital Management
New York
$734K +$38.2K +883 +6%
CGH
228
Crossmark Global Holdings
Texas
$728K +$252K +5,816 +55%
SI
229
Shaker Investments
Ohio
$679K +$259 +6 +0%
VA
230
Vident Advisory
Georgia
$678K +$61K +1,411 +10%
QCM
231
QRG Capital Management
Illinois
$673K +$24.9K +576 +4%
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$669K +$515K +11,901 +390%
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$658K +$64.1K +1,481 +11%
CWM
234
CIBC World Markets
New York
$653K +$636K +14,711 New
NAAA
235
New Age Alpha Advisors
New York
$648K +$632K +14,605 New
Envestnet Portfolio Solutions
236
Envestnet Portfolio Solutions
Illinois
$633K +$9.26K +214 +2%
CL
237
Choreo LLC
Illinois
$632K -$35K -810 -5%
GC
238
Guggenheim Capital
Illinois
$627K +$611K +14,136 New
NRD
239
Nebula Research & Development
New York
$607K +$592K +13,686 New
UWS
240
Unique Wealth Strategies
Illinois
$603K +$12.2K +283 +2%
VPIM
241
Vanguard Personalized Indexing Management
California
$597K -$11.8K -272 -2%
Walleye Trading
242
Walleye Trading
New York
$593K +$578K +13,362 New
PTC
243
Petrus Trust Company
Texas
$551K +$537K +12,415 New
MML Investors Services
244
MML Investors Services
Massachusetts
$550K +$85.5K +1,976 +19%
CIC
245
Chase Investment Counsel
Virginia
$546K +$532K +12,309 New
HFM
246
Harvest Fund Management
China
$544K +$531K +12,267 New
SAM
247
Securian Asset Management
Minnesota
$540K -$16.8K -389 -3%
TRCT
248
Tower Research Capital (TRC)
New York
$539K +$145K +3,357 +38%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$538K +$32.4K +748 +7%
YMRC
250
Yorktown Management & Research Company
Virginia
$537K

EXLS Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q4 2024, worth a combined $7.23B — up 24% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EXLS positions and 26 closed out — a net gain of 60 holders — while 141 added to existing stakes and 137 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was Mackenzie Financial, cutting an estimated $133M.

  • 415 institutional investors held EXL Service (EXLS) as of Q4 2024, up from 362 in Q3 2024.
  • Funds reported $7.23B of EXL Service stock for Q4 2024, up 24% quarter-over-quarter.
  • 86 funds opened new EXL Service positions in Q4 2024 and 26 closed out, a net change of +60 holders.
  • The largest EXL Service buyer in Q4 2024 was Fidelity Investments, an estimated $115M added.
  • The largest EXL Service seller in Q4 2024 was Mackenzie Financial, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2024.