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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
OC
351
Oarsman Capital
Wisconsin
$41.7K +$2.55K +59 +7%
PAS
352
Point72 Asia (Singapore)
Singapore
$36K -$215K -4,981 -86%
RA
353
Rise Advisors
New York
$31.5K
CI Investments Inc
354
CI Investments Inc
Ontario, Canada
$27K +$9.99K +231 +62%
KIM
355
Kestra Investment Management
Texas
$25.8K +$25.2K +582 New
MG
356
Mather Group
Illinois
$25.2K +$24.5K +567 New
PS
357
Principal Securities
Iowa
$22.7K +$822 +19 +4%
GWM
358
Geneos Wealth Management
Colorado
$20K +$5.23K +121 +37%
MA
359
MCF Advisors
Kentucky
$18.4K
LSA
360
Leonteq Securities AG
Switzerland
$17.8K +$8.65K +200 +100%
LFA
361
LGT Financial Advisors
Texas
$17.1K
EWA
362
EverSource Wealth Advisors
Alabama
$16.9K +$6.79K +157 +70%
SWA
363
SOA Wealth Advisors
New York
$15.5K
JSAM
364
J. Safra Asset Management
New York
$13.5K +$13.1K +304 New
HCA
365
Harbor Capital Advisors
Illinois
$13K +$1.38K +32 +12%
BIG
366
Brooklyn Investment Group
New York
$12.3K +$12K +277 New
S
367
SignatureFD
Georgia
$11.4K +$1.38K +32 +14%
WA
368
WPG Advisers
Maryland
$10.8K +$10.5K +243 New
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
$10.2K +$519 +12 +6%
PTC
370
Private Trust Company
Ohio
$10.2K -$86 -2 -0.9%
VCM
371
Versant Capital Management
Arizona
$10.1K +$9.82K +227 New
AF
372
Allworth Financial
California
$10K -$19.8K -458 -69%
LC
373
Lindbrook Capital
California
$9.01K
PWMG
374
Private Wealth Management Group
New Jersey
$8.83K
PFBT
375
Parkside Financial Bank & Trust
Missouri
$8.57K

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.