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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 %
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$44.6K -$2.29K -60 -5%
PA
302
Parallel Advisors
California
$43.6K +$420 +11 +1%
CA
303
Clearstead Advisors
Ohio
$42.6K +$15.3K +401 +56%
QCG
304
Quadrant Capital Group
Ohio
$39.7K – – –
FCA
305
FinTrust Capital Advisors
South Carolina
$38.6K – – –
WTC
306
WhitTier Trust Company
Nevada
$37.1K +$1.83K +48 +5%
PHK
307
Point72 Hong Kong
Hong Kong
$34.6K -$1.32M -34,541 -97%
OC
308
Oarsman Capital
Wisconsin
$33.6K +$33.6K +881 New
CFM
309
Catalyst Funds Management
Australia
$30.5K -$7.63K -200 -20%
RA
310
Rise Advisors
New York
$27K – – –
ATS
311
Ashton Thomas Securities
New York
$26.7K +$26.7K +699 New
AF
312
Allworth Financial
California
$25.2K -$649 -17 -3%
PS
313
Principal Securities
Iowa
$18.8K -$5.11K -134 -21%
MA
314
MCF Advisors
Kentucky
$15.8K +$2.44K +64 +18%
LFA
315
LGT Financial Advisors
Texas
$14.7K – – –
CI Investments Inc
316
CI Investments Inc
Ontario, Canada
$14K +$2.84K +75 +25%
SWA
317
SOA Wealth Advisors
New York
$13.4K – – –
GWM
318
Geneos Wealth Management
Colorado
$12.6K +$12.6K +330 New
SSG
319
Summit Securities Group
New York
$11K +$11K +297 New
HCA
320
Harbor Capital Advisors
Illinois
$10K +$10K +268 New
PTC
321
Private Trust Company
Ohio
$8.81K – – –
S
322
SignatureFD
Georgia
$8.58K – – –
EWA
323
EverSource Wealth Advisors
Alabama
$8.51K +$1.56K +41 +23%
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$8.32K -$534 -14 -6%
LC
325
Lindbrook Capital
California
$7.74K – – –
11 12
13
14 15