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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 %
ECM
301
Evergreen Capital Management
Washington
$226K +$226K +5,091 New
GS
302
GTS Securities
New York
$223K +$223K +5,018 New
CIA
303
Concurrent Investment Advisors
Florida
$222K +$222K +4,996 New
IB
304
Intrust Bank
Kansas
$221K +$221K +4,987 New
IFU
305
iSAM Funds (UK)
United Kingdom
$221K +$221K +4,976 New
BWP
306
Balboa Wealth Partners
Arizona
$217K +$217K +4,896 New
MCM
307
Manchester Capital Management
Vermont
$215K – – –
AI
308
Atria Investments
North Carolina
$212K +$212K +4,783 New
TSS
309
Two Sigma Securities
New York
$211K +$211K +4,760 New
P
310
&Partners
Tennessee
$209K +$209K +4,591 New
HWAM
311
Hennion & Walsh Asset Management
New Jersey
$206K +$206K +4,643 New
ACM
312
Alta Capital Management
Utah
$205K +$205K +4,630 New
EF
313
Empowered Funds
Pennsylvania
$204K +$204K +4,603 New
MWM
314
Mindset Wealth Management
Indiana
$202K +$202K +4,549 New
VFA
315
Values First Advisors
Tennessee
$192K +$192K +4,325 New
TPCW
316
TD Private Client Wealth
New York
$153K +$4.79K +108 +3%
Citadel Advisors
317
Citadel Advisors
Florida
$153K -$11.3M -254,385 -99%
QL
318
Quarry LP
New York
$150K – – –
BTI
319
Blue Trust Inc
Georgia
$143K -$76.2K -1,718 -35%
HT
320
Headlands Technologies
Illinois
$136K -$23.7K -534 -15%
GI
321
GAMMA Investing
California
$129K +$25.7K +580 +25%
AIM
322
Arcadia Investment Management
Michigan
$123K +$123K +2,764 New
IA
323
IFP Advisors
Florida
$122K +$4.53K +102 +4%
C
324
Covestor
United Kingdom
$119K -$25.4K -572 -18%
FHA
325
First Horizon Advisors
Tennessee
$107K -$7.68K -173 -7%
11 12
13
14 15