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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
NS
176
NBC Securities
Alabama
$1.14M +$30.2K +866 +3%
AIMCA
177
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.12M +$1.02M +29,345 New
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$1.11M -$42.2K -1,207 -4%
SDIC
179
South Dakota Investment Council
South Dakota
$1.1M -$1.15M -33,000 -53%
Mariner
180
Mariner
Kansas
$1.1M +$131K +3,758 +15%
Lazard Asset Management
181
Lazard Asset Management
New York
$1.09M +$887K +25,397 +765%
CCIA
182
Campbell & Co Investment Adviser
Maryland
$1.08M +$489K +14,003 +98%
P
183
Pitcairn
Pennsylvania
$1.05M +$311K +8,913 +48%
William Blair & Company
184
William Blair & Company
Illinois
$1M +$231K +6,611 +34%
CIA
185
Compass Ion Advisors
Pennsylvania
$998K
DekaBank Deutsche Girozentrale
186
DekaBank Deutsche Girozentrale
Germany
$981K
BCI
187
Brinker Capital Investments
Pennsylvania
$960K -$56.4K -1,615 -6%
OPS
188
Orion Portfolio Solutions
Nebraska
$960K -$56.4K -1,615 -6%
MUAMU
189
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$954K -$140K -4,000 -14%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$952K -$627K -17,959 -42%
SSWM
191
Sheets Smith Wealth Management
North Carolina
$949K +$380K +10,882 +78%
AssetMark Inc
192
AssetMark Inc
California
$948K +$867K +24,838 +107,991%
AAM
193
Azzad Asset Management
Virginia
$944K +$9.12K +261 +1%
DI
194
Dalton Investments
Nevada
$940K
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$937K -$26.4K -756 -3%
NAM
196
NorthCrest Asset Manangement
Minnesota
$930K +$851K +24,370 New
Pacer Advisors
197
Pacer Advisors
Pennsylvania
$900K -$28.3K -810 -3%
OAM
198
Oppenheimer Asset Management
New York
$898K +$130K +3,721 +19%
NAS
199
Nicolet Advisory Services
Wisconsin
$849K +$48.5K +1,390 +7%
BFC
200
Bedel Financial Consulting
Indiana
$838K

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.