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EXL Service
EXLS

337 hedge funds and large institutions have $4.99B invested in EXL Service in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 120

4% more capital invested

Capital invested by funds: $4.82B → $4.99B (+$174M)

3% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $2.24M

3% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 38

0% more funds holding

Funds holding: 337 → 337 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.09% less ownership

Funds ownership: 94.72% → 94.63% (-0.09%)

Holders
337
Holders Change
–
Holders Change %
0%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
39
Increased
135
Reduced
120
Closed
38
Calls
$2.3M
Puts
$2.24M
Net Calls
+$66K
Net Calls Change
+$954K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$31M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.6M
3
SAM
Silvercrest Asset Management
New York
+$19M
4
BlackRock
BlackRock
New York
+$18.2M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$17.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$69.7M
2
Principal Financial Group
Principal Financial Group
Iowa
-$31.2M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$28M
4
IECM
Intrinsic Edge Capital Management
Illinois
-$20.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$20.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$695M +$18.2M +585,912 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$546M +$5M +160,723 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$304M +$24.6M +790,942 +9%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$235M +$17.7M +570,277 +8%
State Street
5
State Street
Massachusetts
$182M +$5.05M +162,213 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$151M +$2.37M +76,337 +2%
GCM
7
Geneva Capital Management
Wisconsin
$146M +$11.4M +365,776 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$129M +$5.33M +171,313 +4%
BTW
9
Boston Trust Walden
Massachusetts
$118M -$335K -10,778 -0.3%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$111M -$4.08M -131,180 -4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$107M -$65.7K -2,112 -0.1%
Macquarie Group
12
Macquarie Group
Australia
$107M -$940K -30,217 -0.9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$92.3M -$5.65M -181,622 -6%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$88.3M +$2.63M +84,636 +3%
FAM
15
Fenimore Asset Management
New York
$87.8M +$2.35M +75,410 +3%
Norges Bank
16
Norges Bank
Norway
$79.7M -$2.6M -83,576 -3%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$74.3M -$28M -899,466 -28%
Charles Schwab
18
Charles Schwab
California
$71.6M +$1.97M +63,429 +3%
Principal Financial Group
19
Principal Financial Group
Iowa
$67.9M -$31.2M -1,001,478 -32%
Morgan Stanley
20
Morgan Stanley
New York
$66.6M -$69.7M -2,239,846 -52%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$65.9M -$2.49M -80,092 -4%
Northern Trust
22
Northern Trust
Illinois
$61.5M -$5.28M -169,746 -8%
N
23
Nuveen
North Carolina
$60.3M -$3.58M -115,218 -6%
Fidelity International
24
Fidelity International
Bermuda
$59.5M -$1.25M -40,324 -2%
Goldman Sachs
25
Goldman Sachs
New York
$53M -$58.8K -1,891 -0.1%
1
2 3 4 5

EXLS Hedge Fund Activity: Q1 2024 in Review

337 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2024, worth a combined $4.99B — up 3.6% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EXLS positions and 38 closed out — a net gain of 1 holder — while 135 added to existing stakes and 120 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31M. The largest seller was Morgan Stanley, cutting an estimated $69.7M.

  • 337 institutional investors held EXL Service (EXLS) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $4.99B of EXL Service stock for Q1 2024, up 3.6% quarter-over-quarter.
  • 39 funds opened new EXL Service positions in Q1 2024 and 38 closed out, a net change of +1 holder.
  • The largest EXL Service buyer in Q1 2024 was Citadel Advisors, an estimated $31M added.
  • The largest EXL Service seller in Q1 2024 was Morgan Stanley, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2024.