We are live on ! Find out more
EXLS icon

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
IA
326
IFP Advisors
Florida
$122K +$4.41K +102 +4%
C
327
Covestor
United Kingdom
$119K -$24.7K -572 -18%
FHA
328
First Horizon Advisors
Tennessee
$107K -$7.48K -173 -7%
HNB
329
Huntington National Bank
Ohio
$101K +$48K +1,111 +95%
SS
330
Sunbelt Securities
Texas
$98.7K -$1.56K -36 -2%
DZ Bank
331
DZ Bank
Germany
$98.6K +$96.1K +2,221 New
JFGIW
332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96.8K +$83.3K +1,925 New
SIC
333
Salem Investment Counselors
North Carolina
$88.8K
UB
334
UMB Bank
Missouri
$85.5K +$12.5K +288 +18%
GRP
335
Global Retirement Partners
California
$74.4K -$7.48K -173 -9%
BC
336
Bayforest Capital
United Kingdom
$70.3K +$68.5K +1,585 New
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$69.9K -$1.77K -41 -3%
CFGS
338
Concourse Financial Group Securities
Alabama
$65.2K -$692 -16 -1%
CIAM
339
Caitong International Asset Management
Hong Kong
$63.6K +$62K +1,434 New
UFF
340
USA Financial Formulas
Michigan
$58.4K +$57K +1,317 New
VAG
341
VisionPoint Advisory Group
Texas
$57.5K +$56.3K +1,301 New
QCG
342
Quadrant Capital Group
Ohio
$53.6K +$7.27K +168 +16%
N
343
Natixis
France
$53.1K -$4.84K -112 -9%
Ohio Public Employees Retirement System (OPERS)
344
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.9K -$3.07K -71 -6%
PA
345
Parallel Advisors
California
$52.8K +$2.03K +47 +4%
MAM
346
Morse Asset Management
Connecticut
$49.3K +$48K +1,110 New
CA
347
Clearstead Advisors
Ohio
$45K -$4.37K -101 -9%
Simplex Trading
348
Simplex Trading
Illinois
$44K +$42.9K +992 New
WTC
349
WhitTier Trust Company
Nevada
$43.1K
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$43.1K -$9.43K -218 -19%

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.