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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
Goldman Sachs
26
Goldman Sachs
New York
$51.5M +$25.6M +905,144 +119%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$49M -$193K -6,830 -0.4%
AG
28
Atairos Group
Pennsylvania
$47.9M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$40.2M +$2.2M +77,625 +6%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$37.5M +$17.7M +625,314 +106%
NPIC
31
Neumeier Poma Investment Counsel
California
$34.2M -$705K -24,910 -2%
Invesco
32
Invesco
Georgia
$28M +$5.63M +198,998 +28%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$27.8M +$150K +5,300 +0.6%
Two Sigma Investments
34
Two Sigma Investments
New York
$25.5M +$2.45M +86,404 +12%
Bank of America
35
Bank of America
North Carolina
$24.7M +$1.58M +55,724 +7%
IECM
36
Intrinsic Edge Capital Management
Illinois
$20.9M +$19.2M +678,644 New
TCM
37
Tributary Capital Management
Nebraska
$19.8M +$2.28M +80,416 +14%
EAM
38
Eagle Asset Management
Florida
$18.4M +$929K +32,801 +6%
SCA
39
Summit Creek Advisors
Minnesota
$18.4M -$1.33M -47,151 -7%
FWIA
40
Fort Washington Investment Advisors
Ohio
$18.3M +$1.53M +53,940 +10%
Bessemer Group
41
Bessemer Group
New Jersey
$18M +$3.16M +111,454 +24%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$17.1M -$273K -9,647 -2%
Millennium Management
43
Millennium Management
New York
$14.4M -$20.3M -718,653 -61%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$13.4M +$1.09M +38,338 +10%
Federated Hermes
45
Federated Hermes
Pennsylvania
$13.2M -$3.49M -123,421 -22%
Barclays
46
Barclays
United Kingdom
$12.6M +$6.77M +239,245 +141%
RJA
47
Raymond James & Associates
Florida
$12.4M +$428K +15,121 +4%
Citadel Advisors
48
Citadel Advisors
Florida
$12.4M -$978K -34,535 -8%
EAM
49
EULAV Asset Management
Florida
$12.3M
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$12M -$9M -318,107 -45%

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.