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
AIM
251
Aigen Investment Management
New York
$302K +$315K +9,990 New
Empower Advisory Group
252
Empower Advisory Group
Colorado
$301K -$315 -10 -0.1%
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$300K +$45.1K +1,430 +17%
RJFSA
254
Raymond James Financial Services Advisors
Florida
$290K +$49K +1,555 +19%
API
255
Advisor Partners II
California
$283K +$27.3K +865 +10%
VPIM
256
Vanguard Personalized Indexing Management
California
$278K -$24K -760 -8%
BCI
257
Brinker Capital Investments
Pennsylvania
$277K -$6.31K -200 -2%
OPS
258
Orion Portfolio Solutions
Nebraska
$277K -$6.31K -200 -2%
SOW
259
State of Wyoming
Wyoming
$274K +$77.1K +2,445 +37%
MLICM
260
Metropolitan Life Insurance Company (MetLife)
New York
$268K +$4.1K +130 +1%
MM
261
MQS Management
New York
$264K -$78.8K -2,500 -22%
PA
262
Profund Advisors
Maryland
$255K -$12.3K -390 -4%
DCM
263
Dupont Capital Management
Delaware
$254K -$182K -5,760 -41%
BFM
264
Boothbay Fund Management
New York
$248K +$42.9K +1,360 +20%
TIA
265
Tandem Investment Advisors
South Carolina
$248K +$34.2K +1,085 +15%
SCM
266
Shelton Capital Management
Colorado
$246K -$9.94K -315 -4%
EI
267
Ethic Inc
New York
$239K +$24.8K +785 +11%
RFN
268
RDA Financial Network
Iowa
$237K -$6.15K -195 -2%
Amundi
269
Amundi
France
$236K -$20.7K -655 -8%
Nisa Investment Advisors
270
Nisa Investment Advisors
Missouri
$215K -$1.42K -45 -0.6%
MML Investors Services
271
MML Investors Services
Massachusetts
$208K +$217K +6,870 New
Capstone Investment Advisors
272
Capstone Investment Advisors
New York
$206K +$215K +6,815 New
NAS
273
Nicolet Advisory Services
Wisconsin
$206K +$216K +6,845 New
ECM
274
Evergreen Capital Management
Washington
$205K -$22.2K -705 -9%
AssetMark Inc
275
AssetMark Inc
California
$179K +$52.2K +1,655 +39%

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.