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EXL Service

337 hedge funds and large institutions have $4.99B invested in EXL Service in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 120

4% more capital invested

Capital invested by funds: $4.82B → $4.99B (+$174M)

3% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $2.24M

3% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 38

0% more funds holding

Funds holding: 337337 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.09% less ownership

Funds ownership: 94.72%94.63% (-0.09%)

Holders
337
Holders Change
Holders Change %
0%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
135
Reduced
120
Closed
38
Calls
$2.3M
Puts
$2.24M
Net Calls
+$66K
Net Calls Change
+$954K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$269K -$11.5K -371 -4%
MML Investors Services
252
MML Investors Services
Massachusetts
$269K +$8.99K +289 +4%
BFM
253
Boothbay Fund Management
New York
$237K
RA
254
RiverPark Advisors
New York
$236K +$191K +6,143 +482%
SCM
255
Shelton Capital Management
Colorado
$231K
HWMA
256
Heritage Wealth Management (Arizona)
Arizona
$225K -$1.77K -57 -0.8%
DT
257
Diversified Trust
Tennessee
$225K -$933 -30 -0.4%
RWM
258
Ritholtz Wealth Management
New York
$224K -$19.7K -632 -8%
BC
259
Bridgefront Capital
Texas
$221K +$216K +6,943 New
Nisa Investment Advisors
260
Nisa Investment Advisors
Missouri
$214K +$3.17K +102 +2%
VSQM
261
V-Square Quantitative Management
Illinois
$213K
BWG
262
Berry Wealth Group
Texas
$212K +$208K +6,676 New
WS
263
Wedbush Securities
California
$201K +$197K +6,333 New
SAM
264
Smartleaf Asset Management
Massachusetts
$194K
Lazard Asset Management
265
Lazard Asset Management
New York
$191K -$73.1K -2,349 -28%
CPBTD
266
Central Pacific Bank - Trust Division
Hawaii
$177K +$175K +5,630 New
TRCT
267
Tower Research Capital (TRC)
New York
$173K -$646K -20,769 -79%
C
268
Covestor
United Kingdom
$158K +$29K +933 +23%
MCM
269
Manchester Capital Management
Vermont
$154K
AssetMark Inc
270
AssetMark Inc
California
$136K -$132K -4,255 -50%
Osaic Holdings
271
Osaic Holdings
Arizona
$130K -$365K -11,726 -74%
KBC Group
272
KBC Group
Belgium
$117K +$36.9K +1,186 +47%
SG Americas Securities
273
SG Americas Securities
New York
$113K -$368K -11,816 -77%
QL
274
Quarry LP
New York
$107K
TPCW
275
TD Private Client Wealth
New York
$99.5K +$1.43K +46 +1%

EXLS Hedge Fund Activity: Q1 2024 in Review

337 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2024, worth a combined $4.99B — up 3.6% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EXLS positions and 38 closed out — a net gain of 1 holder — while 135 added to existing stakes and 120 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31M. The largest seller was Morgan Stanley, cutting an estimated $69.7M.

  • 337 institutional investors held EXL Service (EXLS) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $4.99B of EXL Service stock for Q1 2024, up 3.6% quarter-over-quarter.
  • 39 funds opened new EXL Service positions in Q1 2024 and 38 closed out, a net change of +1 holder.
  • The largest EXL Service buyer in Q1 2024 was Citadel Advisors, an estimated $31M added.
  • The largest EXL Service seller in Q1 2024 was Morgan Stanley, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2024.