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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 %
Amundi
376
Amundi
France
$6.93K +$6.93K +153 New
BIA
377
Bell Investment Advisors
California
$6.66K – – –
FFA
378
Farther Finance Advisors
California
$5.37K -$1.11K -25 -17%
BCMLT
379
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.1K – – –
SS
380
SBI Securities
Japan
$4.66K +$4.66K +105 New
SIM
381
Synergy Investment Management
Florida
$4.44K +$4.44K +100 New
HWM
382
Hemington Wealth Management
Virginia
$4K +$1.72K +40 +75%
AS
383
Altshuler Shaham
Israel
$3.99K +$3.99K +90 New
JWA
384
JFS Wealth Advisors
Pennsylvania
$3.91K – – –
WWM
385
Wolff Wiese Magana
California
$3.64K – – –
TH
386
TCTC Holdings
Texas
$3.51K +$3.51K +79 New
CT
387
Colonial Trust
South Carolina
$3.06K – – –
MCM
388
MAI Capital Management
Ohio
$3.02K +$3.02K +68 New
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$2.89K – – –
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$2.75K -$5.06K -114 -65%
CAL
391
Capital Advisors Ltd
Ohio
$2K – – –
HI
392
Horizon Investments
North Carolina
$1.78K +$1.78K +40 New
CA
393
Continuum Advisory
Idaho
$1.73K – – –
PPC
394
Park Place Capital
Alabama
$1.47K – – –
SO
395
Sierra Ocean
California
$1.47K +$1.47K +33 New
NS
396
NBC Securities
Alabama
$1.29K -$1.33M -29,943 -100%
SIC
397
SJS Investment Consulting
Ohio
$1.29K -$89 -2 -6%
DPW
398
DiNuzzo Private Wealth
Pennsylvania
$1.2K +$44 +1 +4%
CFB
399
Cullen/Frost Bankers
Texas
$1.2K +$1.2K +27 New
CTC
400
Central Trust Company
Missouri
$1.11K – – –
14 15
16
17 18