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EXL Service

337 hedge funds and large institutions have $4.99B invested in EXL Service in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 120

4% more capital invested

Capital invested by funds: $4.82B → $4.99B (+$174M)

3% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $2.24M

3% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 38

0% more funds holding

Funds holding: 337337 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.09% less ownership

Funds ownership: 94.72%94.63% (-0.09%)

Holders
337
Holders Change
Holders Change %
0%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
135
Reduced
120
Closed
38
Calls
$2.3M
Puts
$2.24M
Net Calls
+$66K
Net Calls Change
+$954K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
326
Private Wealth Management Group
New Jersey
$2.1K
VNA
327
Valley National Advisers
Pennsylvania
$2K +$311 +10 +13%
AWM
328
Avior Wealth Management
Nebraska
$1.59K +$1.55K +50 New
HIA
329
Harbor Investment Advisory
Maryland
$1.5K +$1.46K +47 New
SIC
330
SJS Investment Consulting
Ohio
$1.05K +$218 +7 +27%
AF
331
Allworth Financial
California
$1.02K -$435 -14 -30%
CTC
332
Central Trust Company
Missouri
$795
DPW
333
DiNuzzo Private Wealth
Pennsylvania
$732
RIL
334
Rothschild Investment LLC
Illinois
$477 +$467 +15 New
AF
335
Advisornet Financial
Minnesota
$445 -$1.49K -48 -77%
TWP
336
TFO Wealth Partners
Ohio
$159
IECM
337
Intrinsic Edge Capital Management
Illinois
-$20.9M -678,644 Closed
SCM
338
SG Capital Management
Illinois
-$4.7M -152,381 Closed
EP
339
Edgestream Partners
New Jersey
-$1.82M -58,846 Closed
Nomura Asset Management
340
Nomura Asset Management
Japan
-$1.31M -42,446 Closed
PMEF
341
Point72 Middle East FZE
United Arab Emirates
-$982K -31,824 Closed
Squarepoint
342
Squarepoint
New York
-$940K -30,466 Closed
JCIA
343
Jackson Creek Investment Advisors
Colorado
-$929K -30,123 Closed
PI
344
PEAK6 Investments
Illinois
-$839K -26,971 Closed
JF
345
Jump Financial
Illinois
-$804K -26,071 Closed
AI
346
Atom Investors
Texas
-$739K -23,944 Closed
CC
347
Cipher Capital
New York
-$727K -23,569 Closed
VIA
348
Virtus Investment Advisers
Connecticut
-$718K -23,265 Closed
Amundi
349
Amundi
France
-$621K -20,682 Closed
AWM
350
AE Wealth Management
Kansas
-$642K -19,896 Closed

EXLS Hedge Fund Activity: Q1 2024 in Review

337 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2024, worth a combined $4.99B — up 3.6% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EXLS positions and 38 closed out — a net gain of 1 holder — while 135 added to existing stakes and 120 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31M. The largest seller was Morgan Stanley, cutting an estimated $69.7M.

  • 337 institutional investors held EXL Service (EXLS) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $4.99B of EXL Service stock for Q1 2024, up 3.6% quarter-over-quarter.
  • 39 funds opened new EXL Service positions in Q1 2024 and 38 closed out, a net change of +1 holder.
  • The largest EXL Service buyer in Q1 2024 was Citadel Advisors, an estimated $31M added.
  • The largest EXL Service seller in Q1 2024 was Morgan Stanley, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2024.