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EXL Service
EXLS

Overview Fund Activity

411 hedge funds and large institutions have $7.21B invested in EXL Service in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 138 increasing their positions, 136 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+54
Holders Change %
+15.13%
% 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
87
Increased
138
Reduced
136
Closed
26
Calls
$2.29M
Puts
$1.09M
Net Calls
+$1.19M
Net Calls Change
+$91K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$380M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$416M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$97.4M
4
BlackRock
BlackRock
New York
$1.06B
5
AI
Axiom Investors
Connecticut
$20.4M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$176M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$229M
3
Morgan Stanley
Morgan Stanley
New York
$93.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$20M
5
Two Sigma Investments
Two Sigma Investments
New York
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
226
Crossmark Global Holdings
Texas
$728K +$258K +5,816 +55%
SI
227
Shaker Investments
Ohio
$679K +$266 +6 +0%
VA
228
Vident Advisory
Georgia
$678K +$62.6K +1,411 +10%
QCM
229
QRG Capital Management
Illinois
$673K +$25.6K +576 +4%
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$669K +$532K +11,901 +390%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$658K +$65.7K +1,481 +11%
CWM
232
CIBC World Markets
New York
$653K +$653K +14,711 New
NAAA
233
New Age Alpha Advisors
New York
$648K +$648K +14,605 New
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$633K +$9.5K +214 +2%
CL
235
Choreo LLC
Illinois
$632K -$35.9K -810 -5%
GC
236
Guggenheim Capital
Illinois
$627K +$627K +14,136 New
NRD
237
Nebula Research & Development
New York
$607K +$607K +13,686 New
VPIM
238
Vanguard Personalized Indexing Management
California
$597K -$12.1K -272 -2%
Walleye Trading
239
Walleye Trading
New York
$593K +$593K +13,362 New
PTC
240
Petrus Trust Company
Texas
$551K +$551K +12,415 New
MML Investors Services
241
MML Investors Services
Massachusetts
$550K +$87.7K +1,976 +19%
CIC
242
Chase Investment Counsel
Virginia
$546K +$546K +12,309 New
HFM
243
Harvest Fund Management
China
$544K +$544K +12,267 New
SAM
244
Securian Asset Management
Minnesota
$540K -$17.3K -389 -3%
TRCT
245
Tower Research Capital (TRC)
New York
$539K +$149K +3,357 +38%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$538K +$33.2K +748 +7%
YMRC
247
Yorktown Management & Research Company
Virginia
$537K – – –
SAM
248
Shell Asset Management
Netherlands
$527K – – –
SA
249
Sanctuary Advisors
Indiana
$522K -$20.5K -406 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
250
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$510K -$3.93M -88,500 -89%
8 9
10
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