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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
DA
351
Duality Advisers
Florida
-$524K -16,185 Closed
BHCM
352
Boulder Hill Capital Management
New York
-$324K -10,000 Closed
HCM
353
HMS Capital Management
Tennessee
-$323K -9,965 Closed
TIM
354
Tevis Investment Management
Texas
-$322K -9,960 Closed
AC
355
AXQ Capital
New Jersey
-$299K -9,235 Closed
VF
356
Virtu Financial
New York
-$268K -8,280 Closed
Bank of Nova Scotia
357
Bank of Nova Scotia
Ontario, Canada
-$266K -8,230 Closed
BRWA
358
B. Riley Wealth Advisors
Florida
-$263K -8,120 Closed
VI
359
Vestcor Inc
New Brunswick, Canada
-$235K -7,250 Closed
GVAG
360
Great Valley Advisor Group
Delaware
-$234K -7,225 Closed
TSS
361
Two Sigma Securities
New York
-$232K -7,165 Closed
AWM
362
Axxcess Wealth Management
California
-$208K -6,430 Closed
BC
363
Bridgefront Capital
Texas
-$202K -6,235 Closed
PCM
364
Prelude Capital Management
New York
-$201K -6,215 Closed
Simplex Trading
365
Simplex Trading
Illinois
-$125K -3,960 Closed
CMF
366
Counterpoint Mutual Funds
California
-$119K -3,670 Closed
GPGA
367
Grandeur Peak Global Advisors
Utah
-$114K -3,525 Closed
BAM
368
Belpointe Asset Management
Nevada
-$92.1K -2,845 Closed
FCA
369
Fortis Capital Advisors
Kansas
-$60.5K -1,870 Closed
HFM
370
Harvest Fund Management
China
-$58K -1,785 Closed
Twin Tree Management
371
Twin Tree Management
Texas
-$53.2K -1,645 Closed
EI
372
Ellevest Inc
New York
-$27.3K -845 Closed
TWA
373
TCI Wealth Advisors
Arizona
-$26.9K -830 Closed
SC
374
Schubert & Co
Texas
-$7.93K -245 Closed
ST
375
Sageworth Trust
Pennsylvania
-$4.37K -135 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.