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EXL Service

328 hedge funds and large institutions have $4.39B invested in EXL Service in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.77M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

10% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 135

2% less funds holding

Funds holding: 333328 (-5)

8% less capital invested

Capital invested by funds: $4.79B → $4.39B (-$399M)

384.29% less ownership

Funds ownership: 478.63%94.34% (-384%)

Holders
328
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
122
Reduced
135
Closed
41
Calls
$2.52M
Puts
$1.77M
Net Calls
+$750K
Net Calls Change
+$448K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$394K +$88 +3 +0%
CC
227
Cipher Capital
New York
$394K +$411K +14,048 New
SAM
228
Securian Asset Management
Minnesota
$394K -$17.4K -594 -4%
FRM
229
Fox Run Management
Connecticut
$392K +$409K +13,973 New
SSWM
230
Sheets Smith Wealth Management
North Carolina
$370K +$10.5K +360 +3%
CGH
231
Crossmark Global Holdings
Texas
$367K
QCM
232
Quantinno Capital Management
New York
$357K +$32.3K +1,105 +10%
Simplex Trading
233
Simplex Trading
Illinois
$344K +$360K +12,300 New
YMRC
234
Yorktown Management & Research Company
Virginia
$339K -$304K -10,400 -46%
CCIA
235
Campbell & Co Investment Adviser
Maryland
$333K -$991K -33,848 -74%
CC
236
Centiva Capital
New York
$333K +$348K +11,882 New
USAA
237
United Services Automobile Association
Texas
$332K +$347K +11,858 New
AAS
238
Avantax Advisory Services
Texas
$329K +$27.3K +933 +9%
AA
239
ALPS Advisors
Colorado
$323K +$337K +11,510 New
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$322K +$45.4K +1,551 +16%
II
241
Inspire Investing
Idaho
$305K +$14.6K +499 +5%
PAG
242
Private Advisor Group
New Jersey
$304K -$20K -685 -6%
OAM
243
Oppenheimer Asset Management
New York
$303K +$316K +10,800 New
NS
244
NBC Securities
Alabama
$302K +$316K +10,790 New
Lazard Asset Management
245
Lazard Asset Management
New York
$297K -$1.31M -44,616 -81%
ACM
246
Aquatic Capital Management
Illinois
$280K -$1.39M -47,500 -83%
Empower Advisory Group
247
Empower Advisory Group
Colorado
$279K
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$278K +$290K +9,923 New
DT
249
Diversified Trust
Tennessee
$276K -$129K -4,409 -31%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$270K -$1.66M -56,835 -86%

EXLS Hedge Fund Activity: Q3 2023 in Review

328 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2023, worth a combined $4.39B — down 8.3% from $4.79B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EXLS and 38 opened new positions — a net loss of 3 holders — while 135 trimmed existing stakes and 122 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $73.1M. The largest seller was Invesco, cutting an estimated $41.2M.

  • 328 institutional investors held EXL Service (EXLS) as of Q3 2023, down from 333 in Q2 2023.
  • Funds reported $4.39B of EXL Service stock for Q3 2023, down 8.3% quarter-over-quarter.
  • 38 funds opened new EXL Service positions in Q3 2023 and 41 closed out, a net change of -3 holders.
  • The largest EXL Service buyer in Q3 2023 was Thrivent Financial for Lutherans, an estimated $73.1M added.
  • The largest EXL Service seller in Q3 2023 was Invesco, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2023.