EXLS icon

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 %
CI Investments Inc
351
CI Investments Inc
Ontario, Canada
$27K +$10.4K +231 +62%
KIM
352
Kestra Investment Management
Texas
$25.8K +$25.8K +582 New
MG
353
Mather Group
Illinois
$25.2K +$25.2K +567 New
PS
354
Principal Securities
Iowa
$22.7K +$843 +19 +4%
GWM
355
Geneos Wealth Management
Colorado
$20K +$5.37K +121 +37%
MA
356
MCF Advisors
Kentucky
$18.4K – – –
LFA
357
LGT Financial Advisors
Texas
$17.1K – – –
EWA
358
EverSource Wealth Advisors
Alabama
$16.9K +$6.97K +157 +70%
SWA
359
SOA Wealth Advisors
New York
$15.5K – – –
JSAM
360
J. Safra Asset Management
New York
$13.5K +$13.5K +304 New
HCA
361
Harbor Capital Advisors
Illinois
$13K +$1.39K +32 +12%
BIG
362
Brooklyn Investment Group
New York
$12.3K +$12.3K +277 New
S
363
SignatureFD
Georgia
$11.4K +$1.42K +32 +14%
WA
364
WPG Advisers
Maryland
$10.8K +$10.8K +243 New
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$10.2K +$533 +12 +6%
PTC
366
Private Trust Company
Ohio
$10.2K -$89 -2 -0.9%
VCM
367
Versant Capital Management
Arizona
$10.1K +$10.1K +227 New
AF
368
Allworth Financial
California
$10K -$22.7K -458 -69%
LC
369
Lindbrook Capital
California
$9.01K – – –
PWMG
370
Private Wealth Management Group
New Jersey
$8.83K – – –
PFBT
371
Parkside Financial Bank & Trust
Missouri
$8.57K – – –
RIL
372
Rothschild Investment LLC
Illinois
$8.21K +$1.11K +25 +16%
AAP
373
Arax Advisory Partners
Colorado
$8.08K – – –
EBA
374
Eagle Bay Advisors
New York
$7.86K – – –
SCM
375
Sterling Capital Management
North Carolina
$7.19K +$89 +2 +1%
13 14
15
16 17