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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
Balyasny Asset Management
101
Balyasny Asset Management
Illinois
$3.15M -$5.92M -208,954 -67%
AB
102
Amalgamated Bank
New York
$3.14M -$96.8K -3,418 -3%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$3.02M -$686K -24,241 -20%
Holocene Advisors
104
Holocene Advisors
New York
$2.96M +$1.86M +65,782 +218%
SEI Investments
105
SEI Investments
Pennsylvania
$2.9M -$147K -5,208 -5%
Comerica Bank
106
Comerica Bank
Texas
$2.9M +$46.7K +1,650 +2%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$2.87M
CAM
108
ClariVest Asset Management
California
$2.86M -$183K -6,449 -7%
ZCM
109
Ziegler Capital Management
Illinois
$2.86M -$4.3M -151,817 -62%
CCIA
110
Campbell & Co Investment Adviser
Maryland
$2.79M +$2.23M +78,612 +661%
Franklin Resources
111
Franklin Resources
California
$2.77M -$86.1K -3,043 -3%
Polen Capital Management
112
Polen Capital Management
Florida
$2.73M -$239K -8,433 -9%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$2.7M +$1.65M +58,304 +199%
GIA
114
GHP Investment Advisors
Colorado
$2.64M +$2.25M +79,606 +1,301%
MC
115
McMorgan & Co
California
$2.64M +$533K +18,837 +28%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$2.47M -$1.3M -45,765 -36%
CW
117
Connectus Wealth
Ohio
$2.45M +$457K +16,147 +26%
Stifel Financial
118
Stifel Financial
Missouri
$2.41M -$1.84M -65,132 -45%
YCM
119
Yousif Capital Management
Michigan
$2.38M -$45.2K -1,597 -2%
Aberdeen Group
120
Aberdeen Group
United Kingdom
$2.35M +$66.4K +2,345 +3%
FNBOO
121
First National Bank of Omaha
Nebraska
$2.28M +$244K +8,630 +13%
Mirae Asset Global Investments
122
Mirae Asset Global Investments
South Korea
$2.27M +$68.8K +2,431 +3%
CNAM
123
Campbell Newman Asset Management
Wisconsin
$2.16M +$8.32K +294 +0.4%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$1.95M -$434K -15,317 -20%
HighTower Advisors
125
HighTower Advisors
Illinois
$1.93M +$182K +6,415 +11%

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.