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 %
PAS
276
Park Avenue Securities
New York
$209K +$209K +5,483 New
JSW
277
Journey Strategic Wealth
New Jersey
$208K +$208K +5,441 New
LCWP
278
Legacy Capital Wealth Partners
Arkansas
$205K +$205K +5,371 New
M&T Bank
279
M&T Bank
New York
$204K +$204K +5,357 New
KBC Group
280
KBC Group
Belgium
$193K +$26.6K +699 +16%
MCM
281
Manchester Capital Management
Vermont
$185K – – –
Osaic Holdings
282
Osaic Holdings
Arizona
$180K -$3.89K -102 -2%
BTI
283
Blue Trust Inc
Georgia
$155K +$24.7K +789 +19%
HT
284
Headlands Technologies
Illinois
$137K +$137K +3,603 New
QL
285
Quarry LP
New York
$129K – – –
TPCW
286
TD Private Client Wealth
New York
$127K +$8.01K +210 +7%
C
287
Covestor
United Kingdom
$124K -$41.6K -1,091 -25%
Mitsubishi UFJ Asset Management
288
Mitsubishi UFJ Asset Management
Japan
$116K +$113K +2,949 +2,863%
IA
289
IFP Advisors
Florida
$101K +$95.6K +2,507 +1,729%
FHA
290
First Horizon Advisors
Tennessee
$98.3K +$20K +524 +26%
GI
291
GAMMA Investing
California
$88.9K +$22K +576 +33%
SS
292
Sunbelt Securities
Texas
$86.4K -$38 -1 -0%
SIC
293
Salem Investment Counselors
North Carolina
$76.3K – – –
GRP
294
Global Retirement Partners
California
$70.6K -$4.24K -111 -6%
UB
295
UMB Bank
Missouri
$62.5K +$14.3K +375 +30%
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$61.7K +$2.86K +75 +5%
CFGS
297
Concourse Financial Group Securities
Alabama
$50.6K +$1.91K +50 +4%
N
298
Natixis
France
$49.9K +$49.9K +1,309 New
Ohio Public Employees Retirement System (OPERS)
299
Ohio Public Employees Retirement System (OPERS)
Ohio
$48.2K -$916 -24 -2%
HNB
300
Huntington National Bank
Ohio
$44.7K +$43.1K +1,131 +2,828%
10 11
12
13 14