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

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$176M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$229M
3
Morgan Stanley
3
Morgan Stanley
New York
$93.2M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$20M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
276
Diversified Trust
Tennessee
$314K +$44 +1 +0%
MIA
277
MeadowBrook Investment Advisors
Michigan
$296K -$93K -2,095 -24%
HFO
278
Heritage Family Offices
Arizona
$296K +$18.7K +421 +7%
Qube Research & Technologies (QRT)
279
Qube Research & Technologies (QRT)
United Kingdom
$293K +$293K +6,611 New
KBC Group
280
KBC Group
Belgium
$292K +$67.1K +1,512 +30%
DWM
281
Dakota Wealth Management
Florida
$288K +$13.8K +311 +5%
PHK
282
Point72 Hong Kong
Hong Kong
$283K +$243K +5,475 +604%
Neuberger Berman Group
283
Neuberger Berman Group
New York
$274K -$133 -3 -0%
Commonwealth Equity Services
284
Commonwealth Equity Services
Massachusetts
$274K -$57.3K -1,291 -17%
BWG
285
Berry Wealth Group
Texas
$272K -$123K -2,765 -31%
SCM
286
Shelton Capital Management
Colorado
$267K -$16K -361 -6%
SAM
287
Smartleaf Asset Management
Massachusetts
$266K -$60.2K -1,361 -18%
FTWA
288
Fifth Third Wealth Advisors
Ohio
$263K – – –
CPBTD
289
Central Pacific Bank - Trust Division
Hawaii
$262K -$39.5K -890 -13%
Osaic Holdings
290
Osaic Holdings
Arizona
$259K +$49.3K +1,111 +24%
EI
291
Ethic Inc
New York
$256K +$256K +5,768 New
LCWP
292
Legacy Capital Wealth Partners
Arkansas
$246K +$8.08K +182 +3%
AWM
293
Axxcess Wealth Management
California
$244K +$244K +5,491 New
JSW
294
Journey Strategic Wealth
New Jersey
$241K -$577 -13 -0.2%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$234K +$234K +5,269 New
CAM
296
Cresset Asset Management
Illinois
$234K -$45.1K -1,016 -16%
KWM
297
Keebeck Wealth Management
Illinois
$229K +$229K +5,167 New
CIBC Asset Management
298
CIBC Asset Management
Ontario, Canada
$228K +$228K +5,129 New
M&T Bank
299
M&T Bank
New York
$227K -$10.6K -239 -4%
Cerity Partners
300
Cerity Partners
New York
$226K -$51K -1,296 -18%
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