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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
IWM
351
IHT Wealth Management
Illinois
-$605K -19,594 Closed
CAN
352
Cetera Advisor Networks
California
-$507K -16,439 Closed
QC
353
Quadrature Capital
United Kingdom
-$483K -15,671 Closed
CAPTRUST Financial Advisors
354
CAPTRUST Financial Advisors
North Carolina
-$449K -14,554 Closed
SM
355
Sciencast Management
New Jersey
-$438K -14,202 Closed
AAS
356
Avantax Advisory Services
Texas
-$400K -12,954 Closed
SPS
357
Susquehanna Portfolio Strategies
Pennsylvania
-$342K -11,100 Closed
CC
358
Corton Capital
Ontario, Canada
-$330K -10,708 Closed
Skandinaviska Enskilda Banken (SEB)
359
Skandinaviska Enskilda Banken (SEB)
Sweden
-$327K -10,600 Closed
FRM
360
Fox Run Management
Connecticut
-$316K -10,259 Closed
AIM
361
Aigen Investment Management
New York
-$288K -9,351 Closed
MM
362
MQS Management
New York
-$268K -8,689 Closed
Walleye Capital
363
Walleye Capital
New York
-$247K -8,008 Closed
TSS
364
Two Sigma Securities
New York
-$225K -7,309 Closed
QT
365
Quantbot Technologies
New York
-$221K -7,148 Closed
CG
366
Caprock Group
Idaho
-$202K -6,546 Closed
VFA
367
Virtus Fund Advisers
Connecticut
-$74.2K -2,405 Closed
GIS
368
Grayhawk Investment Strategies
Alberta, Canada
-$41.7K -1,353 Closed
ASN
369
Advisory Services Network
Georgia
-$24.1K -780 Closed
LA
370
LM Advisors
California
-$5.29K -171 Closed
WPA
371
West Paces Advisors
Georgia
-$3.86K -125 Closed
TCWA
372
Turtle Creek Wealth Advisors
Texas
-$1.45K -47 Closed
GA
373
GoalVest Advisory
New York
-$1.39K -45 Closed
CIA
374
Cape Investment Advisory
Georgia
-$1.02K -33 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.