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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
AG
26
Atairos Group
Pennsylvania
$68.9M
VOYA Investment Management
27
VOYA Investment Management
Georgia
$62M -$6.2M -143,442 -9%
HRCM
28
Hood River Capital Management
Florida
$61.3M +$1.88M +43,504 +3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$57.8M -$3.03M -70,041 -5%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$56.7M -$1.33M -30,668 -2%
Raymond James Financial
31
Raymond James Financial
Florida
$52.9M +$51.5M +1,190,885 New
Bank of America
32
Bank of America
North Carolina
$48.1M +$5.44M +125,755 +13%
NPIC
33
Neumeier Poma Investment Counsel
California
$46.1M -$656K -15,161 -1%
Fidelity International
34
Fidelity International
Bermuda
$39.2M
Bessemer Group
35
Bessemer Group
New Jersey
$35.2M +$1.31M +30,321 +4%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$34.7M -$770K -17,814 -2%
Invesco
37
Invesco
Georgia
$31.1M +$17M +393,439 +128%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$30.1M +$1.9M +43,940 +7%
TCM
39
Tributary Capital Management
Nebraska
$28.7M +$393K +9,088 +1%
FWIA
40
Fort Washington Investment Advisors
Ohio
$28.6M -$4.1M -94,880 -13%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$28.3M +$1.85M +42,808 +7%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$27.5M -$8.6M -198,787 -24%
American Century Companies
43
American Century Companies
Missouri
$27.1M +$17.7M +409,242 +204%
Loomis, Sayles & Company
44
Loomis, Sayles & Company
Massachusetts
$25.4M +$5.26M +121,693 +27%
EAM
45
EULAV Asset Management
Florida
$24.2M +$173K +4,000 +0.7%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$23.4M +$15.3K +354 +0.1%
SCA
47
Summit Creek Advisors
Minnesota
$21.8M -$6.36M -147,118 -23%
UBS AM
48
UBS AM
Illinois
$21.2M +$2.21M +51,113 +12%
AI
49
Axiom Investors
Connecticut
$20.4M +$19.9M +460,085 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$20M -$17.6M -407,400 -48%

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.