We are live on ! Find out more
EXLS icon

EXL Service

333 hedge funds and large institutions have $4.79B invested in EXL Service in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 139 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $740K

16% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 120

10.62% more ownership

Funds ownership: 468.02%478.63% (+11%)

3% less funds holding

Funds holding: 343333 (-10)

5% less capital invested

Capital invested by funds: $5.05B → $4.79B (-$260M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
333
Holders Change
-10
Holders Change %
-2.92%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
40
Increased
139
Reduced
120
Closed
49
Calls
$1.04M
Puts
$740K
Net Calls
+$302K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
P
226
Pitcairn
Pennsylvania
$469K -$4.1K -130 -0.8%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$455K +$30.9K +980 +7%
US Bancorp
228
US Bancorp
Minnesota
$448K -$315K -9,975 -40%
GC
229
Guggenheim Capital
Illinois
$445K -$300K -9,515 -39%
SAM
230
Securian Asset Management
Minnesota
$442K -$15.8K -500 -3%
DT
231
Diversified Trust
Tennessee
$431K
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$425K +$71.9K +2,280 +19%
CAN
233
Cetera Advisor Networks
California
$421K +$51.4K +1,630 +13%
RWM
234
Ritholtz Wealth Management
New York
$407K -$8.99K -285 -2%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$402K -$372K -11,780 -15%
AAM
236
Azzad Asset Management
Virginia
$391K +$16.1K +510 +4%
SSWM
237
Sheets Smith Wealth Management
North Carolina
$387K
QT
238
Quantamental Technologies
New York
$386K +$403K +12,770 New
Walleye Capital
239
Walleye Capital
New York
$385K +$402K +12,755 New
I
240
InceptionR
California
$374K +$390K +12,380 New
CGH
241
Crossmark Global Holdings
Texas
$357K -$41K -1,300 -9%
QCM
242
Quantinno Capital Management
New York
$351K +$91.2K +2,890 +33%
XT
243
XTX Topco
Cayman Islands
$346K -$317K -10,045 -47%
Creative Planning
244
Creative Planning
Kansas
$344K -$21.1K -670 -6%
DA
245
Drake & Associates
Wisconsin
$341K +$15.6K +495 +5%
RA
246
Royce & Associates
New York
$335K -$97.8K -3,100 -22%
PAG
247
Private Advisor Group
New Jersey
$327K +$98.7K +3,130 +37%
AAS
248
Avantax Advisory Services
Texas
$327K +$40.8K +1,295 +14%
II
249
Inspire Investing
Idaho
$314K +$64.8K +2,055 +25%
Verition Fund Management
250
Verition Fund Management
Connecticut
$310K -$391K -12,405 -55%

EXLS Hedge Fund Activity: Q2 2023 in Review

333 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q2 2023, worth a combined $4.79B — down 5.2% from $5.05B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of EXLS and 40 opened new positions — a net loss of 9 holders — while 120 trimmed existing stakes and 139 added.

The largest buyer was Mackenzie Financial, adding an estimated $62.1M. The largest seller was Invesco, cutting an estimated $149M.

  • 333 institutional investors held EXL Service (EXLS) as of Q2 2023, down from 343 in Q1 2023.
  • Funds reported $4.79B of EXL Service stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 40 funds opened new EXL Service positions in Q2 2023 and 49 closed out, a net change of -9 holders.
  • The largest EXL Service buyer in Q2 2023 was Mackenzie Financial, an estimated $62.1M added.
  • The largest EXL Service seller in Q2 2023 was Invesco, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2023.