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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
ASN
301
Advisory Services Network
Georgia
$24.1K +$22.1K +780 New
HT
302
Headlands Technologies
Illinois
$13.3K +$12.2K +432 New
NA
303
NewEdge Advisors
Louisiana
$12.2K -$934 -33 -8%
LFA
304
LGT Financial Advisors
Texas
$11.9K
VAG
305
VisionPoint Advisory Group
Texas
$11.7K +$10.7K +379 New
SWA
306
SOA Wealth Advisors
New York
$10.8K
WTC
307
WhitTier Trust Company
Nevada
$10.8K
S
308
SignatureFD
Georgia
$9.99K -$15.5K -546 -63%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$8.8K -$3.25K -115 -29%
MA
310
MCF Advisors
Kentucky
$8.58K +$2.04K +72 +35%
CI Investments Inc
311
CI Investments Inc
Ontario, Canada
$8K
IA
312
IFP Advisors
Florida
$6.79K -$6.09K -215 -49%
PTC
313
Private Trust Company
Ohio
$6.79K
SWS
314
SYSTM Wealth Solutions
Illinois
$6.02K +$5.52K +195 New
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$5.71K
LA
316
LM Advisors
California
$5.29K +$4.84K +171 New
BIA
317
Bell Investment Advisors
California
$4.63K
WPA
318
West Paces Advisors
Georgia
$3.86K +$3.54K +125 New
JWM
319
Janiczek Wealth Management
Colorado
$3.79K +$1.08K +38 +45%
Mitsubishi UFJ Asset Management
320
Mitsubishi UFJ Asset Management
Japan
$3.09K
EWA
321
EverSource Wealth Advisors
Alabama
$2.93K -$1.47K -52 -35%
LC
322
Lindbrook Capital
California
$2.53K -$4.16K -147 -64%
JWA
323
JFS Wealth Advisors
Pennsylvania
$2.22K -$1.08K -38 -35%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$2.16K
PWMG
325
Private Wealth Management Group
New Jersey
$2.04K +$1.87K +66 New

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.