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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
VF
276
VitalStone Financial
Texas
$172K +$174K +5,515 New
PI
277
PEAK6 Investments
Illinois
$161K +$13.4K +425 +9%
MCM
278
Manchester Capital Management
Vermont
$151K
SG Americas Securities
279
SG Americas Securities
New York
$103K -$4.93M -156,260 -98%
HIA
280
Harbor Investment Advisory
Maryland
$95.6K
TPCW
281
TD Private Client Wealth
New York
$93.1K +$17K +540 +21%
QL
282
Quarry LP
New York
$91.2K +$27.4K +870 +40%
C
283
Covestor
United Kingdom
$74K +$38.3K +1,215 +98%
VFA
284
Virtus Fund Advisers
Connecticut
$72.7K
SS
285
Sunbelt Securities
Texas
$65.3K +$8.83K +280 +15%
FHA
286
First Horizon Advisors
Tennessee
$62.4K +$19.6K +620 +43%
GRP
287
Global Retirement Partners
California
$62.1K -$315 -10 -0.5%
SIC
288
Salem Investment Counselors
North Carolina
$60.4K
UB
289
UMB Bank
Missouri
$54.2K +$3.79K +120 +7%
QCG
290
Quadrant Capital Group
Ohio
$46.5K -$14.7K -465 -23%
TWC
291
TD Waterhouse Canada
Ontario, Canada
$44.8K -$473 -15 -1%
AAM
292
Advisors Asset Management
Colorado
$43.5K +$27K +855 +146%
KI
293
Kapitalo Investimentos
Brazil
$43.3K +$117K +3,700 +107%
BTI
294
Blue Trust Inc
Georgia
$42K -$198K -6,270 -83%
Point72 Asset Management
295
Point72 Asset Management
Connecticut
$30.2K +$31.5K +1,000 New
Ohio Public Employees Retirement System (OPERS)
296
Ohio Public Employees Retirement System (OPERS)
Ohio
$29K -$1.42K -45 -4%
CFGS
297
Concourse Financial Group Securities
Alabama
$28.2K +$2.52K +80 +9%
IA
298
IFP Advisors
Florida
$24.8K +$23.7K +750 +1,071%
S
299
SignatureFD
Georgia
$24.5K -$11.7K -370 -31%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$22.5K -$52.7K -1,670 -69%

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.