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EXL Service

338 hedge funds and large institutions have $5.16B invested in EXL Service in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 98 increasing their positions, 154 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

515% more call options, than puts

Call options by funds: $24.5M | Put options by funds: $3.98M

113% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $4.73B → $5.16B (+$434M)

7% more funds holding

Funds holding: 315338 (+23)

13.04% less ownership

Funds ownership: 485.44%472.4% (-13%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

36% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 154

Holders
338
Holders Change
+23
Holders Change %
+7.3%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
51
Increased
98
Reduced
154
Closed
24
Calls
$24.5M
Puts
$3.98M
Net Calls
+$20.5M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$49.5M -$3.99M -114,975 -7%
Morgan Stanley
27
Morgan Stanley
New York
$45.9M -$4.79M -137,995 -9%
BTW
28
Boston Trust Walden
Massachusetts
$43.3M -$10M -287,715 -18%
NPIC
29
Neumeier Poma Investment Counsel
California
$42.2M -$2.09M -60,280 -5%
Goldman Sachs
30
Goldman Sachs
New York
$41.3M -$15.8M -455,255 -27%
Ameriprise
31
Ameriprise
Minnesota
$38.9M -$8.8M -253,305 -18%
DCM
32
Driehaus Capital Management
Illinois
$35.2M +$7.71M +222,055 +27%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$34.1M +$257K +7,390 +0.7%
VNIM
34
Vaughan Nelson Investment Management
Texas
$32.7M -$35.2M -1,013,175 -51%
FAM
35
Fenimore Asset Management
New York
$30.7M -$1.1M -31,610 -3%
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$24.9M -$5.42M -155,930 -17%
SCA
37
Summit Creek Advisors
Minnesota
$22M -$3.93M -113,100 -15%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$19.3M +$498K +14,330 +3%
LI
39
Leeward Investments
Massachusetts
$17.8M -$104K -2,980 -0.6%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$17.2M +$1.29M +37,075 +8%
Fidelity International
41
Fidelity International
Bermuda
$16.5M
Axa
42
Axa
France
$15.4M +$9M +259,000 +133%
TCM
43
Tributary Capital Management
Nebraska
$15.1M -$550K -15,835 -3%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$14.3M -$1.59M -45,780 -10%
IECM
45
Intrinsic Edge Capital Management
Illinois
$13.7M +$7.71M +221,855 +121%
Swiss National Bank
46
Swiss National Bank
Switzerland
$13.5M +$139K +4,000 +1%
EAM
47
EULAV Asset Management
Florida
$13.5M -$1.16M -33,500 -8%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$13M +$2.08M +60,000 +19%
AllianceBernstein
49
AllianceBernstein
Tennessee
$12.7M +$114K +3,285 +0.9%
Bessemer Group
50
Bessemer Group
New Jersey
$12.6M -$1.72M -49,460 -12%

EXLS Hedge Fund Activity: Q4 2022 in Review

338 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q4 2022, worth a combined $5.16B — up 9.2% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EXLS positions and 24 closed out — a net gain of 27 holders — while 98 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $51.1M. The largest seller was Fidelity Investments, cutting an estimated $77.5M.

  • 338 institutional investors held EXL Service (EXLS) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $5.16B of EXL Service stock for Q4 2022, up 9.2% quarter-over-quarter.
  • 51 funds opened new EXL Service positions in Q4 2022 and 24 closed out, a net change of +27 holders.
  • The largest EXL Service buyer in Q4 2022 was BlackRock, an estimated $51.1M added.
  • The largest EXL Service seller in Q4 2022 was Fidelity Investments, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2022.