We are live on ! Find out more
EXLS icon

EXL Service

343 hedge funds and large institutions have $5.05B invested in EXL Service in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

1% more funds holding

Funds holding: 338343 (+5)

6% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 125

2% less capital invested

Capital invested by funds: $5.16B → $5.05B (-$114M)

4.38% less ownership

Funds ownership: 472.4%468.02% (-4.4%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

29% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $2.83M

Holders
343
Holders Change
+5
Holders Change %
+1.48%
% of All Funds
5.47%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
44
Increased
132
Reduced
125
Closed
34
Calls
$2.02M
Puts
$2.83M
Net Calls
-$809K
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOO
151
First National Bank of Omaha
Nebraska
$1.66M +$3.81K +115 +0.2%
E
152
Ergoteles
New York
$1.63M +$805K +24,300 +93%
WCA
153
Westover Capital Advisors
Delaware
$1.63M -$160K -4,820 -9%
Ensign Peak Advisors
154
Ensign Peak Advisors
Utah
$1.63M +$33.1K +1,000 +2%
State Board of Administration of Florida Retirement System
155
State Board of Administration of Florida Retirement System
Florida
$1.6M -$11.6K -350 -0.7%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$1.56M -$3.65K -110 -0.2%
ASRS
157
Arizona State Retirement System
Arizona
$1.55M +$41.6K +1,255 +3%
CIP
158
Chartwell Investment Partners
Pennsylvania
$1.53M +$52.4K +1,580 +3%
AQR Capital Management
159
AQR Capital Management
Connecticut
$1.51M +$264K +7,965 +21%
CM
160
Crestline Management
Texas
$1.49M +$1.53M +46,105 New
Aviva
161
Aviva
United Kingdom
$1.46M +$568K +17,125 +61%
New York State Teachers Retirement System (NYSTRS)
162
New York State Teachers Retirement System (NYSTRS)
New York
$1.46M
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$1.44M -$50.2K -1,515 -3%
LSERS
164
Louisiana State Employees Retirement System
Louisiana
$1.42M -$16.6K -500 -1%
Robeco Institutional Asset Management
165
Robeco Institutional Asset Management
Netherlands
$1.42M
ZB
166
Zions Bancorporation
Utah
$1.42M +$70.3K +2,120 +5%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$1.41M -$13.4K -405 -0.9%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$1.41M +$3.48K +105 +0.2%
Lazard Asset Management
169
Lazard Asset Management
New York
$1.4M +$173K +5,230 +14%
Canada Pension Plan Investment Board
170
Canada Pension Plan Investment Board
Ontario, Canada
$1.39M +$1.43M +43,000 New
PFO
171
Pathstone Family Office
New Jersey
$1.37M -$1.22M -36,835 -47%
SOMRS
172
State of Michigan Retirement System
Michigan
$1.36M
MUAMU
173
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.29M -$331K -10,000 -20%
SBIA
174
Sheaff Brock Investment Advisors
Indiana
$1.27M +$33K +995 +3%
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M +$709K +21,375 +140%

EXLS Hedge Fund Activity: Q1 2023 in Review

343 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2023, worth a combined $5.05B — down 2.2% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EXLS positions and 34 closed out — a net gain of 10 holders — while 132 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $25M. The largest seller was Fidelity Investments, cutting an estimated $136M.

  • 343 institutional investors held EXL Service (EXLS) as of Q1 2023, up from 338 in Q4 2022.
  • Funds reported $5.05B of EXL Service stock for Q1 2023, down 2.2% quarter-over-quarter.
  • 44 funds opened new EXL Service positions in Q1 2023 and 34 closed out, a net change of +10 holders.
  • The largest EXL Service buyer in Q1 2023 was BlackRock, an estimated $25M added.
  • The largest EXL Service seller in Q1 2023 was Fidelity Investments, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2023.