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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
S
326
SignatureFD
Georgia
$8.58K
EWA
327
EverSource Wealth Advisors
Alabama
$8.51K +$1.43K +41 +23%
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$8.32K -$489 -14 -6%
LC
329
Lindbrook Capital
California
$7.74K
LSA
330
Leonteq Securities AG
Switzerland
$7.63K +$6.99K +200 New
PWMG
331
Private Wealth Management Group
New Jersey
$7.59K
PFBT
332
Parkside Financial Bank & Trust
Missouri
$7.37K
AAP
333
Arax Advisory Partners
Colorado
$6.94K
HIM
334
Hillsdale Investment Management
Ontario, Canada
$6.87K +$6.29K +180 New
EBA
335
Eagle Bay Advisors
New York
$6.75K
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$6.71K +$4.96K +142 +418%
RIL
337
Rothschild Investment LLC
Illinois
$6.1K +$2.97K +85 +113%
FFA
338
Frazier Financial Advisors
Ohio
$6.1K +$5.59K +160 New
SCM
339
Sterling Capital Management
North Carolina
$6.1K +$5.59K +160 New
BIA
340
Bell Investment Advisors
California
$5.72K
FFA
341
Farther Finance Advisors
California
$5.57K +$349 +10 +7%
CAM
342
Creekmur Asset Management
Illinois
$5.11K -$5.34K -153 -53%
BCMLT
343
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.39K
FFC
344
First Financial Corp
Indiana
$3.81K
CPA
345
Capital Performance Advisors
California
$3.78K +$3.46K +99 New
JWA
346
JFS Wealth Advisors
Pennsylvania
$3.36K +$105 +3 +4%
WWM
347
Wolff Wiese Magana
California
$3.13K +$2.86K +82 New
CT
348
Colonial Trust
South Carolina
$2.61K +$2.41K +69 New
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$2.48K -$175 -5 -7%
CAL
350
Capital Advisors Ltd
Ohio
$2K

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.