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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 %
PWMG
326
Private Wealth Management Group
New Jersey
$7.59K – – –
PFBT
327
Parkside Financial Bank & Trust
Missouri
$7.37K – – –
AAP
328
Arax Advisory Partners
Colorado
$6.94K – – –
HIM
329
Hillsdale Investment Management
Ontario, Canada
$6.87K +$6.87K +180 New
EBA
330
Eagle Bay Advisors
New York
$6.75K – – –
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$6.71K +$5.42K +142 +418%
RIL
332
Rothschild Investment LLC
Illinois
$6.1K +$3.24K +85 +113%
FFA
333
Frazier Financial Advisors
Ohio
$6.1K +$6.1K +160 New
SCM
334
Sterling Capital Management
North Carolina
$6.1K +$6.1K +160 New
BIA
335
Bell Investment Advisors
California
$5.72K – – –
FFA
336
Farther Finance Advisors
California
$5.57K +$381 +10 +7%
CAM
337
Creekmur Asset Management
Illinois
$5.11K -$5.84K -153 -53%
BCMLT
338
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.39K – – –
FFC
339
First Financial Corp
Indiana
$3.82K – – –
CPA
340
Capital Performance Advisors
California
$3.78K +$3.78K +99 New
JWA
341
JFS Wealth Advisors
Pennsylvania
$3.36K +$114 +3 +4%
WWM
342
Wolff Wiese Magana
California
$3.13K +$3.13K +82 New
CT
343
Colonial Trust
South Carolina
$2.61K +$2.61K +69 New
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$2.48K -$191 -5 -7%
CAL
345
Capital Advisors Ltd
Ohio
$2K – – –
HWM
346
Hemington Wealth Management
Virginia
$2K +$2K +53 New
AF
347
Advisornet Financial
Minnesota
$1.87K – – –
CA
348
Continuum Advisory
Idaho
$1.77K +$1.77K +39 New
PPC
349
Park Place Capital
Alabama
$1.26K +$1.26K +33 New
SIC
350
SJS Investment Consulting
Ohio
$1.18K +$153 +4 +15%
12 13
14
15 16