We are live on ! Find out more
EXLS icon

EXL Service

333 hedge funds and large institutions have $4.79B invested in EXL Service in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 139 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $740K

16% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 120

10.62% more ownership

Funds ownership: 468.02%478.63% (+11%)

3% less funds holding

Funds holding: 343333 (-10)

5% less capital invested

Capital invested by funds: $5.05B → $4.79B (-$260M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
333
Holders Change
-10
Holders Change %
-2.92%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
40
Increased
139
Reduced
120
Closed
49
Calls
$1.04M
Puts
$740K
Net Calls
+$302K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Advisornet Financial
Minnesota
$906 +$789 +25 +500%
SIC
327
SJS Investment Consulting
Ohio
$605 -$315 -10 -33%
VCM
328
Versant Capital Management
Arizona
$604 +$631 +20 New
FGAM
329
Financial Gravity Asset Management
Texas
$242 -$1.74K -55 -7%
CA
330
Crewe Advisors
Utah
$152 +$158 +5 New
TWP
331
TFO Wealth Partners
Ohio
$151
Comerica Bank
332
Comerica Bank
Texas
$2 +$1.59M +50,465 New
HRCM
333
Hood River Capital Management
Florida
-$75.8M -2,342,265 Closed
Loomis, Sayles & Company
334
Loomis, Sayles & Company
Massachusetts
-$21.9M -677,235 Closed
DCM
335
Driehaus Capital Management
Illinois
-$18.6M -576,210 Closed
GLA
336
Great Lakes Advisors
Illinois
-$8.24M -254,600 Closed
SCM
337
SG Capital Management
Illinois
-$6.43M -198,570 Closed
CM
338
Castleark Management
Illinois
-$6.27M -193,800 Closed
NA
339
Navellier & Associates
Nevada
-$3.96M -122,325 Closed
EF
340
Empowered Funds
Pennsylvania
-$2.61M -80,595 Closed
WBC
341
Westpac Banking Corp
Australia
-$2.25M -69,670 Closed
CIC
342
Chase Investment Counsel
Virginia
-$2.2M -67,940 Closed
Calamos Advisors
343
Calamos Advisors
Illinois
-$2.11M -65,100 Closed
PA
344
Paralel Advisors
Colorado
-$2.06M -63,525 Closed
ACM
345
AlphaStar Capital Management
North Carolina
-$1.68M -51,990 Closed
WCA
346
Westover Capital Advisors
Delaware
-$1.63M -50,465 Closed
CM
347
Crestline Management
Texas
-$1.49M -46,105 Closed
PAM
348
Panagora Asset Management
Massachusetts
-$1.14M -35,285 Closed
CL
349
CIM LLC
New York
-$635K -19,620 Closed
PMEF
350
Point72 Middle East FZE
United Arab Emirates
-$629K -19,425 Closed

EXLS Hedge Fund Activity: Q2 2023 in Review

333 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q2 2023, worth a combined $4.79B — down 5.2% from $5.05B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of EXLS and 40 opened new positions — a net loss of 9 holders — while 120 trimmed existing stakes and 139 added.

The largest buyer was Mackenzie Financial, adding an estimated $62.1M. The largest seller was Invesco, cutting an estimated $149M.

  • 333 institutional investors held EXL Service (EXLS) as of Q2 2023, down from 343 in Q1 2023.
  • Funds reported $4.79B of EXL Service stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 40 funds opened new EXL Service positions in Q2 2023 and 49 closed out, a net change of -9 holders.
  • The largest EXL Service buyer in Q2 2023 was Mackenzie Financial, an estimated $62.1M added.
  • The largest EXL Service seller in Q2 2023 was Invesco, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2023.