We are live on ! Find out more
EXLS icon

EXL Service

345 hedge funds and large institutions have $4.82B invested in EXL Service in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

2% more funds holding

Funds holding: 337345 (+8)

9% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 123

0% less ownership

Funds ownership: 94.63%94.63% (-0%)

3% less capital invested

Capital invested by funds: $4.99B → $4.82B (-$172M)

10% less call options, than puts

Call options by funds: $2.95M | Put options by funds: $3.27M

Holders
345
Holders Change
+8
Holders Change %
+2.37%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
50
Increased
134
Reduced
123
Closed
38
Calls
$2.95M
Puts
$3.27M
Net Calls
-$320K
Net Calls Change
-$386K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$726M +$38.7M +1,290,572 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$496M -$41.2M -1,371,378 -8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$250M -$47.6M -1,586,037 -17%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$239M +$7M +233,108 +3%
State Street
5
State Street
Massachusetts
$181M +$1.88M +62,663 +1%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$160M +$48.6M +1,618,003 +46%
JP Morgan Chase
7
JP Morgan Chase
New York
$153M +$4.3M +143,387 +3%
GCM
8
Geneva Capital Management
Wisconsin
$144M +$642K +21,394 +0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$131M +$3.97M +132,096 +3%
BTW
10
Boston Trust Walden
Massachusetts
$118M +$1.39M +46,302 +1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$109M +$2.66M +88,759 +3%
Macquarie Group
12
Macquarie Group
Australia
$106M +$442K +14,738 +0.4%
FAM
13
Fenimore Asset Management
New York
$88.2M +$1.5M +49,884 +2%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$85.5M -$1.52M -50,678 -2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$75.7M -$14.6M -485,855 -17%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$73.2M -$98.2K -3,271 -0.1%
Norges Bank
17
Norges Bank
Norway
$67.7M -$10.4M -347,773 -14%
Charles Schwab
18
Charles Schwab
California
$67.5M -$3.02M -100,651 -4%
Northern Trust
19
Northern Trust
Illinois
$61.9M +$1.2M +39,965 +2%
Citadel Advisors
20
Citadel Advisors
Florida
$58M +$13.6M +452,516 +32%
Morgan Stanley
21
Morgan Stanley
New York
$57.6M -$7.78M -259,321 -12%
N
22
Nuveen
North Carolina
$55.6M -$3.75M -124,972 -7%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$53.9M -$10.7M -356,561 -17%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$51.5M +$3.32M +110,526 +7%
AG
25
Atairos Group
Pennsylvania
$48.7M

EXLS Hedge Fund Activity: Q2 2024 in Review

345 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q2 2024, worth a combined $4.82B — down 3.5% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EXLS positions and 38 closed out — a net gain of 12 holders — while 134 added to existing stakes and 123 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $48.6M. The largest seller was Fidelity Investments, cutting an estimated $47.6M.

  • 345 institutional investors held EXL Service (EXLS) as of Q2 2024, up from 337 in Q1 2024.
  • Funds reported $4.82B of EXL Service stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 50 funds opened new EXL Service positions in Q2 2024 and 38 closed out, a net change of +12 holders.
  • The largest EXL Service buyer in Q2 2024 was William Blair Investment Management, an estimated $48.6M added.
  • The largest EXL Service seller in Q2 2024 was Fidelity Investments, an estimated $47.6M sold.

Based on aggregated 13F filings for Q2 2024.