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EXL Service

362 hedge funds and large institutions have $5.82B invested in EXL Service in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

34% more call options, than puts

Call options by funds: $4.38M | Put options by funds: $3.28M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $4.82B → $5.82B (+$1B)

12% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 122

5% more funds holding

Funds holding: 345362 (+17)

0.15% less ownership

Funds ownership: 94.63%94.48% (-0.15%)

Holders
362
Holders Change
+17
Holders Change %
+4.93%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
57
Increased
137
Reduced
122
Closed
37
Calls
$4.38M
Puts
$3.28M
Net Calls
+$1.1M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
HRCM
26
Hood River Capital Management
Florida
$51M +$46.7M +1,337,786 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$49.9M -$11.7M -334,178 -20%
Goldman Sachs
28
Goldman Sachs
New York
$44.6M +$5.69M +162,950 +16%
NPIC
29
Neumeier Poma Investment Counsel
California
$40.2M -$3.66M -104,900 -9%
Bank of America
30
Bank of America
North Carolina
$36.6M -$12.6M -361,557 -27%
Fidelity International
31
Fidelity International
Bermuda
$33.7M
Two Sigma Advisers
32
Two Sigma Advisers
New York
$32.7M -$6.52M -186,600 -18%
EAM
33
Eagle Asset Management
Florida
$32.6M +$1.03M +29,510 +4%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$31.2M -$14.1M -403,042 -33%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$30.5M +$23.3M +666,805 +498%
Bessemer Group
36
Bessemer Group
New Jersey
$29.1M +$573K +16,412 +2%
FWIA
37
Fort Washington Investment Advisors
Ohio
$28.2M +$2.25M +64,290 +10%
Two Sigma Investments
38
Two Sigma Investments
New York
$27.2M -$8.65M -247,651 -26%
SCA
39
Summit Creek Advisors
Minnesota
$24.3M +$2.73M +78,026 +14%
TCM
40
Tributary Capital Management
Nebraska
$24.3M -$95.9K -2,745 -0.4%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$24.1M +$22.2M +635,897 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$22.7M +$3.55M +101,588 +21%
EAM
43
EULAV Asset Management
Florida
$20.6M +$963K +27,565 +5%
Handelsbanken Fonder
44
Handelsbanken Fonder
Sweden
$20.2M +$17.1M +490,000 +1,216%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$20.1M -$785K -22,464 -4%
DB
46
Danske Bank
Denmark
$20M +$8.29M +237,466 +83%
RJA
47
Raymond James & Associates
Florida
$19.4M -$383K -10,978 -2%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$17.2M +$15.7M +450,821 New
Barclays
49
Barclays
United Kingdom
$17M +$6M +171,912 +63%
Principal Financial Group
50
Principal Financial Group
Iowa
$16.7M -$6.02M -172,402 -28%

EXLS Hedge Fund Activity: Q3 2024 in Review

362 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2024, worth a combined $5.82B — up 21% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXLS positions and 37 closed out — a net gain of 20 holders — while 137 added to existing stakes and 122 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $48.3M. The largest seller was Citadel Advisors, cutting an estimated $55.6M.

  • 362 institutional investors held EXL Service (EXLS) as of Q3 2024, up from 345 in Q2 2024.
  • Funds reported $5.82B of EXL Service stock for Q3 2024, up 21% quarter-over-quarter.
  • 57 funds opened new EXL Service positions in Q3 2024 and 37 closed out, a net change of +20 holders.
  • The largest EXL Service buyer in Q3 2024 was William Blair Investment Management, an estimated $48.3M added.
  • The largest EXL Service seller in Q3 2024 was Citadel Advisors, an estimated $55.6M sold.

Based on aggregated 13F filings for Q3 2024.