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EXL Service
EXLS

Overview Fund Activity

357 hedge funds and large institutions have $5.73B invested in EXL Service in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 121 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+13
Holders Change %
+3.78%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
56
Increased
135
Reduced
121
Closed
39
Calls
$4.38M
Puts
$3.28M
Net Calls
+$1.1M
Net Calls Change
+$1.42M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$247M
2
HRCM
2
Hood River Capital Management
Florida
$51M
3
Morgan Stanley
3
Morgan Stanley
New York
$97.3M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$30.5M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$24.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.84M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$256M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$268M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$0
5
BTW
5
Boston Trust Walden
Massachusetts
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$1.11M -$46K -1,207 -4%
SDIC
177
South Dakota Investment Council
South Dakota
$1.1M -$1.26M -33,000 -53%
Mariner
178
Mariner
Kansas
$1.1M +$143K +3,758 +15%
Lazard Asset Management
179
Lazard Asset Management
New York
$1.1M +$968K +25,397 +765%
CCIA
180
Campbell & Co Investment Adviser
Maryland
$1.08M +$534K +14,003 +98%
P
181
Pitcairn
Pennsylvania
$1.05M +$340K +8,913 +48%
William Blair & Company
182
William Blair & Company
Illinois
$1M +$252K +6,611 +34%
CIA
183
Compass Ion Advisors
Pennsylvania
$998K – – –
DekaBank Deutsche Girozentrale
184
DekaBank Deutsche Girozentrale
Germany
$981K – – –
OPS
185
Orion Portfolio Solutions
Nebraska
$960K -$61.6K -1,615 -6%
BCI
186
Brinker Capital Investments
Pennsylvania
$960K -$61.6K -1,615 -6%
MUAMU
187
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$954K -$153K -4,000 -14%
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$952K -$685K -17,959 -42%
SSWM
189
Sheets Smith Wealth Management
North Carolina
$949K +$415K +10,882 +78%
AssetMark Inc
190
AssetMark Inc
California
$948K +$948K +24,838 +107,991%
AAM
191
Azzad Asset Management
Virginia
$944K +$9.96K +261 +1%
DI
192
Dalton Investments
Nevada
$940K – – –
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$937K -$28.7K -756 -3%
NAM
194
NorthCrest Asset Manangement
Minnesota
$930K +$930K +24,370 New
Pacer Advisors
195
Pacer Advisors
Pennsylvania
$900K -$30.9K -810 -3%
OAM
196
Oppenheimer Asset Management
New York
$898K +$142K +3,721 +19%
NAS
197
Nicolet Advisory Services
Wisconsin
$849K +$54.2K +1,390 +7%
BFC
198
Bedel Financial Consulting
Indiana
$838K – – –
X
199
Xponance
Pennsylvania
$821K -$1.11K -29 -0.1%
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$788K +$249K +6,519 +46%
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8
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