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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
CFGS
301
Concourse Financial Group Securities
Alabama
$50.6K +$1.75K +50 +4%
N
302
Natixis
France
$49.9K +$45.7K +1,309 New
Ohio Public Employees Retirement System (OPERS)
303
Ohio Public Employees Retirement System (OPERS)
Ohio
$48.2K -$838 -24 -2%
HNB
304
Huntington National Bank
Ohio
$44.7K +$39.5K +1,131 +2,828%
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$44.6K -$2.1K -60 -5%
PA
306
Parallel Advisors
California
$43.6K +$384 +11 +1%
CA
307
Clearstead Advisors
Ohio
$42.6K +$14K +401 +56%
QCG
308
Quadrant Capital Group
Ohio
$39.7K
FCA
309
FinTrust Capital Advisors
South Carolina
$38.6K
WTC
310
WhitTier Trust Company
Nevada
$37.1K +$1.68K +48 +5%
PHK
311
Point72 Hong Kong
Hong Kong
$34.6K -$1.21M -34,541 -97%
OC
312
Oarsman Capital
Wisconsin
$33.6K +$30.8K +881 New
CFM
313
Catalyst Funds Management
Australia
$30.5K -$6.99K -200 -20%
RA
314
Rise Advisors
New York
$27K
ATS
315
Ashton Thomas Securities
New York
$26.7K +$24.4K +699 New
AF
316
Allworth Financial
California
$25.2K -$594 -17 -3%
PS
317
Principal Securities
Iowa
$18.8K -$4.68K -134 -21%
MA
318
MCF Advisors
Kentucky
$15.8K +$2.23K +64 +18%
LFA
319
LGT Financial Advisors
Texas
$14.7K
CI Investments Inc
320
CI Investments Inc
Ontario, Canada
$14K +$2.62K +75 +25%
SWA
321
SOA Wealth Advisors
New York
$13.4K
GWM
322
Geneos Wealth Management
Colorado
$12.6K +$11.5K +330 New
SSG
323
Summit Securities Group
New York
$11K +$10.4K +297 New
HCA
324
Harbor Capital Advisors
Illinois
$10K +$9.36K +268 New
PTC
325
Private Trust Company
Ohio
$8.81K

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.