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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
Capstone Investment Advisors
251
Capstone Investment Advisors
New York
$278K +$255K +9,020 New
Mercer Global Advisors
252
Mercer Global Advisors
Colorado
$277K -$18.1K -638 -7%
PA
253
Profund Advisors
Maryland
$276K +$30.3K +1,072 +14%
MM
254
MQS Management
New York
$268K -$25.8K -911 -9%
TIA
255
Tandem Investment Advisors
South Carolina
$265K +$9.43K +333 +4%
AssetMark Inc
256
AssetMark Inc
California
$263K +$50.8K +1,794 +27%
Lazard Asset Management
257
Lazard Asset Management
New York
$258K -$63K -2,224 -21%
MML Investors Services
258
MML Investors Services
Massachusetts
$252K +$16.6K +587 +8%
NAS
259
Nicolet Advisory Services
Wisconsin
$251K +$19K +670 +9%
LTAS
260
Linden Thomas Advisory Services
North Carolina
$249K +$228K +8,067 New
Walleye Capital
261
Walleye Capital
New York
$247K -$318K -11,247 -58%
RJFSA
262
Raymond James Financial Services Advisors
Florida
$241K -$21.8K -769 -9%
RWM
263
Ritholtz Wealth Management
New York
$237K -$51.4K -1,816 -19%
BFM
264
Boothbay Fund Management
New York
$230K
TSS
265
Two Sigma Securities
New York
$225K +$207K +7,309 New
SCM
266
Shelton Capital Management
Colorado
$224K -$25.3K -894 -11%
QT
267
Quantbot Technologies
New York
$221K -$328K -11,583 -62%
HWMA
268
Heritage Wealth Management (Arizona)
Arizona
$220K +$202K +7,144 New
DT
269
Diversified Trust
Tennessee
$219K -$78.2K -2,761 -28%
VSQM
270
V-Square Quantitative Management
Illinois
$209K +$192K +6,774 New
Nisa Investment Advisors
271
Nisa Investment Advisors
Missouri
$205K -$14.4K -510 -7%
CG
272
Caprock Group
Idaho
$202K +$185K +6,546 New
SAM
273
Smartleaf Asset Management
Massachusetts
$192K +$175K +6,198 New
MCM
274
Manchester Capital Management
Vermont
$150K -$4.39K -155 -3%
FFA
275
Farther Finance Advisors
California
$147K +$135K +4,763 New

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.