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EXL Service

337 hedge funds and large institutions have $4.99B invested in EXL Service in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 120

4% more capital invested

Capital invested by funds: $4.82B → $4.99B (+$174M)

3% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $2.24M

3% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 38

0% more funds holding

Funds holding: 337337 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.09% less ownership

Funds ownership: 94.72%94.63% (-0.09%)

Holders
337
Holders Change
Holders Change %
0%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
135
Reduced
120
Closed
38
Calls
$2.3M
Puts
$2.24M
Net Calls
+$66K
Net Calls Change
+$954K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
MCF Advisors
Kentucky
$11.2K +$2.27K +73 +26%
SWA
302
SOA Wealth Advisors
New York
$11.1K
WTC
303
WhitTier Trust Company
Nevada
$11.1K
FIM
304
Fernwood Investment Management
Massachusetts
$10.5K +$10.3K +330 New
S
305
SignatureFD
Georgia
$10.3K
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$10K +$2.27K +73 +30%
NA
307
NewEdge Advisors
Louisiana
$9.19K -$3.36K -108 -27%
PTC
308
Private Trust Company
Ohio
$7.35K +$342 +11 +5%
SWS
309
SYSTM Wealth Solutions
Illinois
$6.65K +$435 +14 +7%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$6.3K +$6.16K +198 New
PFBT
311
Parkside Financial Bank & Trust
Missouri
$6.14K -$2.86K -92 -32%
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$5.82K -$62 -2 -1%
EBA
313
Eagle Bay Advisors
New York
$5.63K +$5.51K +177 New
BIA
314
Bell Investment Advisors
California
$4.77K
IA
315
IFP Advisors
Florida
$4.61K -$2.33K -75 -34%
JWM
316
Janiczek Wealth Management
Colorado
$3.91K
BCMLT
317
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.66K +$3.58K +115 New
Mitsubishi UFJ Asset Management
318
Mitsubishi UFJ Asset Management
Japan
$3.27K
FFC
319
First Financial Corp
Indiana
$3.18K +$3.11K +100 New
EWA
320
EverSource Wealth Advisors
Alabama
$2.75K
JWA
321
JFS Wealth Advisors
Pennsylvania
$2.7K +$404 +13 +18%
LC
322
Lindbrook Capital
California
$2.61K
FFA
323
Farther Finance Advisors
California
$2.38K -$146K -4,687 -98%
CA
324
Crewe Advisors
Utah
$2.29K +$2.24K +72 New
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$2.23K

EXLS Hedge Fund Activity: Q1 2024 in Review

337 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2024, worth a combined $4.99B — up 3.6% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EXLS positions and 38 closed out — a net gain of 1 holder — while 135 added to existing stakes and 120 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31M. The largest seller was Morgan Stanley, cutting an estimated $69.7M.

  • 337 institutional investors held EXL Service (EXLS) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $4.99B of EXL Service stock for Q1 2024, up 3.6% quarter-over-quarter.
  • 39 funds opened new EXL Service positions in Q1 2024 and 38 closed out, a net change of +1 holder.
  • The largest EXL Service buyer in Q1 2024 was Citadel Advisors, an estimated $31M added.
  • The largest EXL Service seller in Q1 2024 was Morgan Stanley, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2024.