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EXL Service

415 hedge funds and large institutions have $7.23B invested in EXL Service in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 141 increasing their positions, 137 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 26

109% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.09M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

24% more capital invested

Capital invested by funds: $5.82B → $7.23B (+$1.41B)

15% more funds holding

Funds holding: 362415 (+53)

1.47% more ownership

Funds ownership: 94.48%95.95% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 137

Holders
415
Holders Change
+53
Holders Change %
+14.64%
% 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
86
Increased
141
Reduced
137
Closed
26
Calls
$2.29M
Puts
$1.09M
Net Calls
+$1.19M
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$228K +$222K +5,129 New
M&T Bank
302
M&T Bank
New York
$227K -$10.3K -239 -4%
Cerity Partners
303
Cerity Partners
New York
$226K -$56K -1,296 -18%
ECM
304
Evergreen Capital Management
Washington
$226K +$220K +5,091 New
GS
305
GTS Securities
New York
$223K +$217K +5,018 New
CIA
306
Concurrent Investment Advisors
Florida
$222K +$216K +4,996 New
IB
307
Intrust Bank
Kansas
$221K +$216K +4,987 New
IFU
308
iSAM Funds (UK)
United Kingdom
$221K +$215K +4,976 New
BWP
309
Balboa Wealth Partners
Arizona
$217K +$212K +4,896 New
MCM
310
Manchester Capital Management
Vermont
$215K
AI
311
Atria Investments
North Carolina
$212K +$207K +4,783 New
TSS
312
Two Sigma Securities
New York
$211K +$206K +4,760 New
P
313
&Partners
Tennessee
$209K +$199K +4,591 New
HWAM
314
Hennion & Walsh Asset Management
New Jersey
$206K +$201K +4,643 New
ACM
315
Alta Capital Management
Utah
$205K +$200K +4,630 New
EF
316
Empowered Funds
Pennsylvania
$204K +$199K +4,603 New
MWM
317
Mindset Wealth Management
Indiana
$202K +$197K +4,549 New
VFA
318
Values First Advisors
Tennessee
$192K +$187K +4,325 New
TPCW
319
TD Private Client Wealth
New York
$153K +$4.67K +108 +3%
Citadel Advisors
320
Citadel Advisors
Florida
$153K -$11M -254,385 -99%
QL
321
Quarry LP
New York
$150K
BTI
322
Blue Trust Inc
Georgia
$143K -$74.3K -1,718 -35%
HT
323
Headlands Technologies
Illinois
$136K -$23.1K -534 -15%
GI
324
GAMMA Investing
California
$129K +$25.1K +580 +25%
AIM
325
Arcadia Investment Management
Michigan
$123K +$120K +2,764 New

EXLS Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q4 2024, worth a combined $7.23B — up 24% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EXLS positions and 26 closed out — a net gain of 60 holders — while 141 added to existing stakes and 137 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was Mackenzie Financial, cutting an estimated $133M.

  • 415 institutional investors held EXL Service (EXLS) as of Q4 2024, up from 362 in Q3 2024.
  • Funds reported $7.23B of EXL Service stock for Q4 2024, up 24% quarter-over-quarter.
  • 86 funds opened new EXL Service positions in Q4 2024 and 26 closed out, a net change of +60 holders.
  • The largest EXL Service buyer in Q4 2024 was Fidelity Investments, an estimated $115M added.
  • The largest EXL Service seller in Q4 2024 was Mackenzie Financial, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2024.