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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
LFA
301
LGT Financial Advisors
Texas
$10.8K +$11.3K +385 New
SWA
302
SOA Wealth Advisors
New York
$9.81K
WTC
303
WhitTier Trust Company
Nevada
$9.81K
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$7K +$585 +20 +9%
LC
305
Lindbrook Capital
California
$6.42K +$2.02K +69 +43%
PTC
306
Private Trust Company
Ohio
$6.17K +$1.32K +45 +26%
MA
307
MCF Advisors
Kentucky
$5.78K +$6.03K +206 New
CA
308
Clearstead Advisors
Ohio
$5.22K +$5.44K +186 New
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$5.19K
BIA
310
Bell Investment Advisors
California
$4.21K -$585 -20 -12%
GA
311
GoalVest Advisory
New York
$4.21K +$1.32K +45 +43%
EWA
312
EverSource Wealth Advisors
Alabama
$4.12K +$1.52K +52 +55%
HNB
313
Huntington National Bank
Ohio
$3.93K
JWA
314
JFS Wealth Advisors
Pennsylvania
$3.08K
Mitsubishi UFJ Asset Management
315
Mitsubishi UFJ Asset Management
Japan
$2.89K +$3.02K +103 New
JWM
316
Janiczek Wealth Management
Colorado
$2.38K
SFG
317
Steward Financial Group
Texas
$2K +$2.96K +101 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$1.96K -$146 -5 -7%
RFG
319
RFP Financial Group
Georgia
$1.4K
AF
320
Allworth Financial
California
$1.35K -$13.7K -467 -91%
VF
321
VitalStone Financial
Texas
$1K -$161K -5,485 -99%
VNA
322
Valley National Advisers
Pennsylvania
$1K +$1.02K +35 New
CTC
323
Central Trust Company
Missouri
$701 +$732 +25 New
Toronto Dominion Bank
324
Toronto Dominion Bank
Ontario, Canada
$673 -$29 -1 -4%
SIC
325
SJS Investment Consulting
Ohio
$645 +$88 +3 +15%

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.