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EXL Service
EXLS

343 hedge funds and large institutions have $5.05B invested in EXL Service in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

1% more funds holding

Funds holding: 338 → 343 (+5)

6% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 125

2% less capital invested

Capital invested by funds: $5.16B → $5.05B (-$114M)

4.38% less ownership

Funds ownership: 472.4% → 468.02% (-4.4%)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

29% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $2.83M

Holders
343
Holders Change
+5
Holders Change %
+1.48%
% of All Funds
5.47%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
44
Increased
132
Reduced
125
Closed
34
Calls
$2.02M
Puts
$2.83M
Net Calls
-$809K
Net Calls Change
-$21.3M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$25M
2
Renaissance Technologies
Renaissance Technologies
New York
+$23.2M
3
JCM
Junto Capital Management
New York
+$22.9M
4
CSS
Cubist Systematic Strategies
Connecticut
+$15.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$136M
2
Millennium Management
Millennium Management
New York
-$26.5M
3
DCM
Driehaus Capital Management
Illinois
-$15.4M
4
IECM
Intrinsic Edge Capital Management
Illinois
-$13.7M
5
Goldman Sachs
Goldman Sachs
New York
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$455K -$70.4K -2,125 -13%
CGH
227
Crossmark Global Holdings
Texas
$447K +$20.1K +605 +5%
RWM
228
Ritholtz Wealth Management
New York
$446K -$308K -9,285 -40%
SAM
229
Shell Asset Management
Netherlands
$437K -$1.66K -50 -0.4%
SSWM
230
Sheets Smith Wealth Management
North Carolina
$415K +$425K +12,820 New
AAM
231
Azzad Asset Management
Virginia
$402K -$184K -5,565 -31%
CAN
232
Cetera Advisor Networks
California
$398K +$408K +12,305 New
Creative Planning
233
Creative Planning
Kansas
$390K +$35K +1,055 +10%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$381K -$7.79K -235 -2%
IWM
235
IHT Wealth Management
Illinois
$365K +$374K +11,285 New
MM
236
MQS Management
New York
$363K +$372K +11,225 New
Tudor Investment Corp
237
Tudor Investment Corp
Connecticut
$357K -$2.51M -75,640 -87%
DA
238
Drake & Associates
Wisconsin
$349K +$15.6K +470 +5%
BHCM
239
Boulder Hill Capital Management
New York
$324K +$331K +10,000 New
Empower Advisory Group
240
Empower Advisory Group
Colorado
$323K +$330K +9,970 New
HCM
241
HMS Capital Management
Tennessee
$323K +$12.9K +390 +4%
TIM
242
Tevis Investment Management
Texas
$322K +$25.5K +770 +8%
VPIM
243
Vanguard Personalized Indexing Management
California
$322K +$124K +3,730 +60%
DFCM
244
Dark Forest Capital Management
Puerto Rico
$315K +$322K +9,725 New
AAS
245
Avantax Advisory Services
Texas
$308K +$27.5K +830 +10%
BCI
246
Brinker Capital Investments
Pennsylvania
$303K -$8.45K -255 -3%
OPS
247
Orion Portfolio Solutions
Nebraska
$303K +$311K +9,370 New
AC
248
AXQ Capital
New Jersey
$299K +$306K +9,235 New
PTC
249
Petrus Trust Company
Texas
$290K +$297K +8,955 New
PA
250
Profund Advisors
Maryland
$286K -$15.7K -475 -5%
8 9
10
11 12

EXLS Hedge Fund Activity: Q1 2023 in Review

343 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2023, worth a combined $5.05B — down 2.2% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EXLS positions and 34 closed out — a net gain of 10 holders — while 132 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $25M. The largest seller was Fidelity Investments, cutting an estimated $136M.

  • 343 institutional investors held EXL Service (EXLS) as of Q1 2023, up from 338 in Q4 2022.
  • Funds reported $5.05B of EXL Service stock for Q1 2023, down 2.2% quarter-over-quarter.
  • 44 funds opened new EXL Service positions in Q1 2023 and 34 closed out, a net change of +10 holders.
  • The largest EXL Service buyer in Q1 2023 was BlackRock, an estimated $25M added.
  • The largest EXL Service seller in Q1 2023 was Fidelity Investments, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2023.