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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
C
276
Covestor
United Kingdom
$125K +$26.6K +938 +30%
QL
277
Quarry LP
New York
$104K
TPCW
278
TD Private Client Wealth
New York
$95.1K +$11.5K +406 +15%
BTI
279
Blue Trust Inc
Georgia
$93K +$71.5K +2,525 +322%
EC
280
EntryPoint Capital
New York
$82.8K +$76K +2,685 New
KBC Group
281
KBC Group
Belgium
$77K
VFA
282
Virtus Fund Advisers
Connecticut
$74.2K
FHA
283
First Horizon Advisors
Tennessee
$71.3K +$3.94K +139 +6%
SIC
284
Salem Investment Counselors
North Carolina
$70.8K +$8.38K +296 +15%
GRP
285
Global Retirement Partners
California
$68.1K -$31.1K -1,099 -33%
SS
286
Sunbelt Securities
Texas
$66.7K +$311 +11 +0.5%
AAM
287
Advisors Asset Management
Colorado
$48.9K -$170 -6 -0.4%
GI
288
GAMMA Investing
California
$43.2K +$39.1K +1,380 New
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$43K -$4.59K -162 -10%
TWC
290
TD Waterhouse Canada
Ontario, Canada
$42.4K
GIS
291
Grayhawk Investment Strategies
Alberta, Canada
$41.7K +$38.3K +1,353 New
RA
292
RiverPark Advisors
New York
$39.3K +$14.2K +503 +65%
UB
293
UMB Bank
Missouri
$38.3K -$21.1K -747 -38%
PA
294
Parallel Advisors
California
$36.6K +$10.4K +366 +45%
Ohio Public Employees Retirement System (OPERS)
295
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.5K +$2.77K +98 +9%
PS
296
Principal Securities
Iowa
$34K +$31.2K +1,102 New
AIM
297
Arcadia Investment Management
Michigan
$33.1K +$7.87K +278 +35%
FCA
298
FinTrust Capital Advisors
South Carolina
$31.2K -$934 -33 -3%
QCG
299
Quadrant Capital Group
Ohio
$31.1K +$4.08K +144 +17%
CFGS
300
Concourse Financial Group Securities
Alabama
$30.4K +$1.39K +49 +5%

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.