We are live on ! Find out more
EXLS icon

EXL Service

415 hedge funds and large institutions have $7.23B invested in EXL Service in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 141 increasing their positions, 137 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 26

109% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.09M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

24% more capital invested

Capital invested by funds: $5.82B → $7.23B (+$1.41B)

15% more funds holding

Funds holding: 362415 (+53)

1.47% more ownership

Funds ownership: 94.48%95.95% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 137

Holders
415
Holders Change
+53
Holders Change %
+14.64%
% of All Funds
5.47%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
86
Increased
141
Reduced
137
Closed
26
Calls
$2.29M
Puts
$1.09M
Net Calls
+$1.19M
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.06B +$24.6M +568,937 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$700M +$9.32M +215,485 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$416M +$115M +2,647,937 +39%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$380M +$370K +8,565 New
State Street
5
State Street
Massachusetts
$267M +$7.3M +168,701 +3%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$229M -$57.5M -1,328,655 -21%
JP Morgan Chase
7
JP Morgan Chase
New York
$211M -$853K -19,729 -0.4%
GCM
8
Geneva Capital Management
Wisconsin
$206M -$2.49M -57,496 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$180M -$11.3M -260,554 -6%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$176M -$133M -3,071,581 -44%
Macquarie Group
11
Macquarie Group
Australia
$147M +$362K +8,381 +0.3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$141M -$1.41M -32,528 -1%
BTW
13
Boston Trust Walden
Massachusetts
$135M -$13.4M -309,490 -9%
FAM
14
Fenimore Asset Management
New York
$123M -$670K -15,486 -0.6%
Norges Bank
15
Norges Bank
Norway
$106M +$20.1M +465,680 +24%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$106M -$15.1M -349,768 -13%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$103M -$919K -21,250 -0.9%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$97.4M +$72M +1,664,400 +314%
Northern Trust
19
Northern Trust
Illinois
$96.7M +$10.9M +252,669 +13%
Charles Schwab
20
Charles Schwab
California
$95.5M -$397K -9,170 -0.4%
Morgan Stanley
21
Morgan Stanley
New York
$93.2M -$19.5M -451,504 -18%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$91M -$11.8M -273,640 -12%
N
23
Nuveen
North Carolina
$81.4M -$535K -12,379 -0.7%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$76.9M -$254K -5,872 -0.3%
Goldman Sachs
25
Goldman Sachs
New York
$72.2M +$19.8M +458,763 +39%

EXLS Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q4 2024, worth a combined $7.23B — up 24% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EXLS positions and 26 closed out — a net gain of 60 holders — while 141 added to existing stakes and 137 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was Mackenzie Financial, cutting an estimated $133M.

  • 415 institutional investors held EXL Service (EXLS) as of Q4 2024, up from 362 in Q3 2024.
  • Funds reported $7.23B of EXL Service stock for Q4 2024, up 24% quarter-over-quarter.
  • 86 funds opened new EXL Service positions in Q4 2024 and 26 closed out, a net change of +60 holders.
  • The largest EXL Service buyer in Q4 2024 was Fidelity Investments, an estimated $115M added.
  • The largest EXL Service seller in Q4 2024 was Mackenzie Financial, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2024.