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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
RIL
376
Rothschild Investment LLC
Illinois
$8.21K +$1.08K +25 +16%
AAP
377
Arax Advisory Partners
Colorado
$8.08K
EBA
378
Eagle Bay Advisors
New York
$7.86K
SCM
379
Sterling Capital Management
North Carolina
$7.19K +$86 +2 +1%
Amundi
380
Amundi
France
$6.93K +$6.62K +153 New
BIA
381
Bell Investment Advisors
California
$6.66K
FFA
382
Farther Finance Advisors
California
$5.37K -$1.08K -25 -17%
BCMLT
383
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.1K
SS
384
SBI Securities
Japan
$4.66K +$4.54K +105 New
SIM
385
Synergy Investment Management
Florida
$4.44K +$4.33K +100 New
HWM
386
Hemington Wealth Management
Virginia
$4K +$1.73K +40 +75%
AS
387
Altshuler Shaham
Israel
$3.99K +$3.89K +90 New
JWA
388
JFS Wealth Advisors
Pennsylvania
$3.91K
WWM
389
Wolff Wiese Magana
California
$3.64K
TH
390
TCTC Holdings
Texas
$3.51K +$3.42K +79 New
CT
391
Colonial Trust
South Carolina
$3.06K
MCM
392
MAI Capital Management
Ohio
$3.02K +$2.94K +68 New
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$2.88K
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$2.75K -$4.93K -114 -65%
CAL
395
Capital Advisors Ltd
Ohio
$2K
HI
396
Horizon Investments
North Carolina
$1.77K +$1.73K +40 New
CA
397
Continuum Advisory
Idaho
$1.73K
PPC
398
Park Place Capital
Alabama
$1.47K
SO
399
Sierra Ocean
California
$1.47K +$1.43K +33 New
NS
400
NBC Securities
Alabama
$1.29K -$1.29M -29,943 -100%

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.