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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
Neuberger Berman Group
276
Neuberger Berman Group
New York
$236K -$27.9K -800 -11%
FTWA
277
Fifth Third Wealth Advisors
Ohio
$226K +$207K +5,924 New
PAS
278
Point72 Asia (Singapore)
Singapore
$221K -$275K -7,873 -58%
TI
279
Tidal Investments
Wisconsin
$216K +$197K +5,650 New
PAS
280
Park Avenue Securities
New York
$209K +$191K +5,483 New
JSW
281
Journey Strategic Wealth
New Jersey
$208K +$190K +5,441 New
LCWP
282
Legacy Capital Wealth Partners
Arkansas
$205K +$188K +5,371 New
M&T Bank
283
M&T Bank
New York
$204K +$187K +5,357 New
KBC Group
284
KBC Group
Belgium
$193K +$24.4K +699 +16%
MCM
285
Manchester Capital Management
Vermont
$185K
Osaic Holdings
286
Osaic Holdings
Arizona
$180K -$3.56K -102 -2%
BTI
287
Blue Trust Inc
Georgia
$155K +$27.6K +789 +19%
HT
288
Headlands Technologies
Illinois
$137K +$126K +3,603 New
QL
289
Quarry LP
New York
$129K
TPCW
290
TD Private Client Wealth
New York
$127K +$7.33K +210 +7%
C
291
Covestor
United Kingdom
$124K -$38.1K -1,091 -25%
Mitsubishi UFJ Asset Management
292
Mitsubishi UFJ Asset Management
Japan
$116K +$103K +2,949 +2,863%
IA
293
IFP Advisors
Florida
$101K +$87.6K +2,507 +1,729%
FHA
294
First Horizon Advisors
Tennessee
$98.3K +$18.3K +524 +26%
GI
295
GAMMA Investing
California
$88.9K +$20.1K +576 +33%
SS
296
Sunbelt Securities
Texas
$86.4K -$35 -1 -0%
SIC
297
Salem Investment Counselors
North Carolina
$76.3K
GRP
298
Global Retirement Partners
California
$70.6K -$3.88K -111 -6%
UB
299
UMB Bank
Missouri
$62.5K +$13.1K +375 +30%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$61.7K +$2.62K +75 +5%

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.