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EXL Service
EXLS

338 hedge funds and large institutions have $5.16B invested in EXL Service in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 98 increasing their positions, 154 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

515% more call options, than puts

Call options by funds: $24.5M | Put options by funds: $3.98M

113% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $4.73B → $5.16B (+$434M)

7% more funds holding

Funds holding: 315 → 338 (+23)

13.04% less ownership

Funds ownership: 485.44% → 472.4% (-13%)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

36% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 154

Holders
338
Holders Change
+23
Holders Change %
+7.3%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
98
Reduced
154
Closed
24
Calls
$24.5M
Puts
$3.98M
Net Calls
+$20.5M
Net Calls Change
+$29M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$51.1M
2
Invesco
Invesco
Georgia
+$50.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$24.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$14.9M
5
Northern Trust
Northern Trust
Illinois
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$77.5M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$35.2M
3
Millennium Management
Millennium Management
New York
-$20.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$17.6M
5
JP Morgan Chase
JP Morgan Chase
New York
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
326
Toth Financial Advisory
Virginia
$1.52K – – –
HCP
327
Hexagon Capital Partners
Arkansas
$1.35K -$521 -15 -27%
DI
328
Disciplined Investments
Oklahoma
$1.19K -$347 -10 -22%
CAL
329
Capital Advisors Ltd
Ohio
$1K -$1.74K -50 -77%
STCOSD
330
Sageworth Trust Company of South Dakota
South Dakota
$1K – – –
SWM
331
Spire Wealth Management
Virginia
$1K +$1.39K +40 New
GWS
332
Glassman Wealth Services
Virginia
$847 – – –
AF
333
Advisornet Financial
Minnesota
$847 +$869 +25 New
CWC
334
Carolinas Wealth Consulting
North Carolina
$847 +$869 +25 New
FGAM
335
Financial Gravity Asset Management
Texas
$201 +$29.4K +845 New
IAS
336
IMA Advisory Services
Colorado
$169 – – –
HF
337
HRT Financial
New York
– -$12.8M -433,630 Closed
CGIM
338
Cannon Global Investment Management
Florida
– -$6.93M -235,000 Closed
OMC
339
Old Mission Capital
Illinois
– -$5.32M -180,590 Closed
BHCM
340
Boulder Hill Capital Management
New York
– -$3.46M -117,500 Closed
N
341
Natixis
France
– -$3.12M -106,000 Closed
DTL
342
Dynamic Technology Lab
Singapore
– -$2.34M -79,545 Closed
ECM
343
Everence Capital Management
Indiana
– -$1.03M -35,000 Closed
XT
344
XTX Topco
Cayman Islands
– -$970K -32,920 Closed
PAG
345
Private Advisory Group
Washington
– -$611K -20,745 Closed
ACM
346
AlphaCrest Capital Management
New York
– -$458K -15,525 Closed
KBC Group
347
KBC Group
Belgium
– -$420K -14,245 Closed
MM
348
MQS Management
New York
– -$415K -14,085 Closed
Neuberger Berman Group
349
Neuberger Berman Group
New York
– -$319K -10,795 Closed
IA
350
Inspire Advisors
Idaho
– -$261K -8,855 Closed
11 12 13
14
15

EXLS Hedge Fund Activity: Q4 2022 in Review

338 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q4 2022, worth a combined $5.16B — up 9.2% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EXLS positions and 24 closed out — a net gain of 27 holders — while 98 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $51.1M. The largest seller was Fidelity Investments, cutting an estimated $77.5M.

  • 338 institutional investors held EXL Service (EXLS) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $5.16B of EXL Service stock for Q4 2022, up 9.2% quarter-over-quarter.
  • 51 funds opened new EXL Service positions in Q4 2022 and 24 closed out, a net change of +27 holders.
  • The largest EXL Service buyer in Q4 2022 was BlackRock, an estimated $51.1M added.
  • The largest EXL Service seller in Q4 2022 was Fidelity Investments, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2022.