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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
BlackRock
1
BlackRock
New York
$889M +$5.76M +164,861 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$593M -$8.71M -249,269 -2%
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$268M -$20.5M -586,749 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$256M -$43.9M -1,257,803 -16%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$247M +$48.3M +1,382,770 +27%
State Street
6
State Street
Massachusetts
$223M +$2.07M +59,196 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$182M -$3.72M -106,572 -2%
GCM
8
Geneva Capital Management
Wisconsin
$179M +$3.06M +87,592 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$165M +$5.23M +149,856 +4%
BTW
10
Boston Trust Walden
Massachusetts
$128M -$14.5M -414,917 -11%
Macquarie Group
11
Macquarie Group
Australia
$126M -$2.53M -72,367 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$123M -$8.93M -255,615 -7%
FAM
13
Fenimore Asset Management
New York
$106M -$742K -21,238 -0.8%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$105M +$746K +21,358 +0.8%
Morgan Stanley
15
Morgan Stanley
New York
$97.3M +$25M +715,205 +39%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$89M -$53.6K -1,534 -0.1%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$88.7M -$3.19M -91,439 -4%
Charles Schwab
18
Charles Schwab
California
$82.4M +$341K +9,775 +0.5%
Norges Bank
19
Norges Bank
Norway
$73.7M -$7.91M -226,600 -10%
Northern Trust
20
Northern Trust
Illinois
$73.5M -$1.63M -46,729 -2%
N
21
Nuveen
North Carolina
$70.4M +$2.59M +74,036 +4%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$66.3M +$725K +20,764 +1%
AG
23
Atairos Group
Pennsylvania
$59.2M
VOYA Investment Management
24
VOYA Investment Management
Georgia
$58.8M +$5.4M +154,645 +11%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$52.4M -$164K -4,704 -0.3%

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.