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EXL Service

337 hedge funds and large institutions have $4.82B invested in EXL Service in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

10% more capital invested

Capital invested by funds: $4.39B → $4.82B (+$429M)

3% more funds holding

Funds holding: 328337 (+9)

6% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 126

0.38% more ownership

Funds ownership: 94.34%94.72% (+0.38%)

23% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $3.83M

Holders
337
Holders Change
+9
Holders Change %
+2.74%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
44
Increased
134
Reduced
126
Closed
31
Calls
$2.94M
Puts
$3.83M
Net Calls
-$888K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$407K +$48.1K +1,700 +15%
SAM
227
Shell Asset Management
Netherlands
$404K -$111K -3,925 -23%
Envestnet Portfolio Solutions
228
Envestnet Portfolio Solutions
Illinois
$404K +$89.5K +3,163 +32%
Creative Planning
229
Creative Planning
Kansas
$401K -$43.2K -1,525 -11%
AAS
230
Avantax Advisory Services
Texas
$400K +$34.3K +1,211 +10%
USAA
231
United Services Automobile Association
Texas
$394K +$25.9K +916 +8%
II
232
Inspire Investing
Idaho
$383K +$43.5K +1,535 +14%
PHK
233
Point72 Hong Kong
Hong Kong
$382K +$351K +12,398 New
YMRC
234
Yorktown Management & Research Company
Virginia
$373K
William Blair & Company
235
William Blair & Company
Illinois
$371K +$340K +12,017 New
VI
236
Versor Investments
New York
$368K -$218K -7,714 -39%
CGH
237
Crossmark Global Holdings
Texas
$363K -$21.4K -757 -6%
ECM
238
ExodusPoint Capital Management
New York
$343K -$1.15M -40,479 -78%
CL
239
Choreo LLC
Illinois
$343K +$314K +11,106 New
SPS
240
Susquehanna Portfolio Strategies
Pennsylvania
$342K +$314K +11,100 New
AA
241
ALPS Advisors
Colorado
$336K -$17.6K -621 -5%
CC
242
Corton Capital
Ontario, Canada
$330K +$303K +10,708 New
PAG
243
Private Advisor Group
New Jersey
$329K -$4.78K -169 -2%
Skandinaviska Enskilda Banken (SEB)
244
Skandinaviska Enskilda Banken (SEB)
Sweden
$327K +$221K +7,800 +279%
NS
245
NBC Securities
Alabama
$326K -$6.14K -217 -2%
FRM
246
Fox Run Management
Connecticut
$316K -$105K -3,714 -27%
OAM
247
Oppenheimer Asset Management
New York
$308K -$23.1K -815 -8%
MIA
248
MeadowBrook Investment Advisors
Michigan
$291K +$267K +9,425 New
AIM
249
Aigen Investment Management
New York
$288K -$195K -6,887 -42%
MLICM
250
Metropolitan Life Insurance Company (MetLife)
New York
$287K

EXLS Hedge Fund Activity: Q4 2023 in Review

337 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q4 2023, worth a combined $4.82B — up 9.8% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EXLS positions and 31 closed out — a net gain of 13 holders — while 134 added to existing stakes and 126 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $102M. The largest seller was Wellington Management Group, cutting an estimated $157M.

  • 337 institutional investors held EXL Service (EXLS) as of Q4 2023, up from 328 in Q3 2023.
  • Funds reported $4.82B of EXL Service stock for Q4 2023, up 9.8% quarter-over-quarter.
  • 44 funds opened new EXL Service positions in Q4 2023 and 31 closed out, a net change of +13 holders.
  • The largest EXL Service buyer in Q4 2023 was William Blair Investment Management, an estimated $102M added.
  • The largest EXL Service seller in Q4 2023 was Wellington Management Group, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2023.