We are live on ! Find out more
EXLS icon

EXL Service

328 hedge funds and large institutions have $4.39B invested in EXL Service in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.77M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

10% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 135

2% less funds holding

Funds holding: 333328 (-5)

8% less capital invested

Capital invested by funds: $4.79B → $4.39B (-$399M)

384.29% less ownership

Funds ownership: 478.63%94.34% (-384%)

Holders
328
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
122
Reduced
135
Closed
41
Calls
$2.52M
Puts
$1.77M
Net Calls
+$750K
Net Calls Change
+$448K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
276
Global Retirement Partners
California
$91.8K +$36.9K +1,262 +61%
C
277
Covestor
United Kingdom
$87K +$18.7K +639 +26%
Skandinaviska Enskilda Banken (SEB)
278
Skandinaviska Enskilda Banken (SEB)
Sweden
$79K -$416K -14,200 -84%
TPCW
279
TD Private Client Wealth
New York
$75K -$11.8K -404 -13%
KBC Group
280
KBC Group
Belgium
$70K +$73.3K +2,505 New
VFA
281
Virtus Fund Advisers
Connecticut
$67.4K
FHA
282
First Horizon Advisors
Tennessee
$60.9K +$3.16K +108 +5%
SS
283
Sunbelt Securities
Texas
$60.3K -$293 -10 -0.5%
SIC
284
Salem Investment Counselors
North Carolina
$56.1K
UB
285
UMB Bank
Missouri
$55.7K +$5.62K +192 +11%
AAM
286
Advisors Asset Management
Colorado
$44.6K +$4.42K +151 +10%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$43.6K +$23.7K +811 +109%
TWC
288
TD Waterhouse Canada
Ontario, Canada
$39.8K -$1.9K -65 -4%
OA
289
Operose Advisors
Wisconsin
$38.4K +$40.1K +1,371 New
FCA
290
FinTrust Capital Advisors
South Carolina
$29.3K +$30.6K +1,045 New
Ohio Public Employees Retirement System (OPERS)
291
Ohio Public Employees Retirement System (OPERS)
Ohio
$29K +$2.25K +77 +8%
CFGS
292
Concourse Financial Group Securities
Alabama
$26.2K
S
293
SignatureFD
Georgia
$24.4K +$1.76K +60 +7%
QCG
294
Quadrant Capital Group
Ohio
$24.3K -$19.8K -675 -44%
PA
295
Parallel Advisors
California
$23K +$10.8K +370 +82%
AIM
296
Arcadia Investment Management
Michigan
$22.3K +$23.3K +795 New
RA
297
RiverPark Advisors
New York
$21.6K +$22.6K +771 New
IA
298
IFP Advisors
Florida
$12.2K -$11.3K -385 -47%
NA
299
NewEdge Advisors
Louisiana
$12.1K
PFBT
300
Parkside Financial Bank & Trust
Missouri
$11.2K -$2.19K -75 -16%

EXLS Hedge Fund Activity: Q3 2023 in Review

328 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2023, worth a combined $4.39B — down 8.3% from $4.79B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EXLS and 38 opened new positions — a net loss of 3 holders — while 135 trimmed existing stakes and 122 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $73.1M. The largest seller was Invesco, cutting an estimated $41.2M.

  • 328 institutional investors held EXL Service (EXLS) as of Q3 2023, down from 333 in Q2 2023.
  • Funds reported $4.39B of EXL Service stock for Q3 2023, down 8.3% quarter-over-quarter.
  • 38 funds opened new EXL Service positions in Q3 2023 and 41 closed out, a net change of -3 holders.
  • The largest EXL Service buyer in Q3 2023 was Thrivent Financial for Lutherans, an estimated $73.1M added.
  • The largest EXL Service seller in Q3 2023 was Invesco, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2023.