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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
VNA
326
Valley National Advisers
Pennsylvania
$2K +$1.13K +40 +114%
NICM
327
Neo Ivy Capital Management
New York
$2K +$2.04K +72 New
AF
328
Advisornet Financial
Minnesota
$1.91K +$1.47K +52 +520%
TCWA
329
Turtle Creek Wealth Advisors
Texas
$1.45K +$1.33K +47 New
AF
330
Allworth Financial
California
$1.42K -$57 -2 -4%
GA
331
GoalVest Advisory
New York
$1.39K -$2.97K -105 -70%
CIA
332
Cape Investment Advisory
Georgia
$1.02K +$934 +33 New
SIC
333
SJS Investment Consulting
Ohio
$803 +$85 +3 +13%
CTC
334
Central Trust Company
Missouri
$772
DPW
335
DiNuzzo Private Wealth
Pennsylvania
$710 +$651 +23 New
TWP
336
TFO Wealth Partners
Ohio
$154 +$85 +3 +150%
CF
337
Cantor Fitzgerald
New York
-$9.57M -341,441 Closed
Renaissance Technologies
338
Renaissance Technologies
New York
-$8.92M -318,200 Closed
Point72 Asset Management
339
Point72 Asset Management
Connecticut
-$5.8M -206,700 Closed
KCM
340
Kornitzer Capital Management
Kansas
-$2.54M -90,636 Closed
HF
341
HRT Financial
New York
-$2.36M -84,141 Closed
GCP
342
GSA Capital Partners
United Kingdom
-$2.06M -73,294 Closed
CAM
343
Cresset Asset Management
Illinois
-$1.15M -40,991 Closed
OQS
344
Occudo Quantitative Strategies
Florida
-$1.15M -40,874 Closed
DTL
345
Dynamic Technology Lab
Singapore
-$1.01M -36,130 Closed
Rockefeller Capital Management
346
Rockefeller Capital Management
New York
-$990K -35,310 Closed
1CM
347
1492 Capital Management
Wisconsin
-$905K -32,276 Closed
SSA
348
Schonfeld Strategic Advisors
New York
-$880K -31,382 Closed
VA
349
Vident Advisory
Georgia
-$857K -30,558 Closed
Jennison Associates
350
Jennison Associates
New York
-$681K -24,287 Closed

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.