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EXL Service

333 hedge funds and large institutions have $4.79B invested in EXL Service in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 139 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $740K

16% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 120

10.62% more ownership

Funds ownership: 468.02%478.63% (+11%)

3% less funds holding

Funds holding: 343333 (-10)

5% less capital invested

Capital invested by funds: $5.05B → $4.79B (-$260M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
333
Holders Change
-10
Holders Change %
-2.92%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
40
Increased
139
Reduced
120
Closed
49
Calls
$1.04M
Puts
$740K
Net Calls
+$302K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
176
Natixis Advisors
Massachusetts
$1.05M -$1.6M -50,800 -23%
Pacer Advisors
177
Pacer Advisors
Pennsylvania
$1.04M +$1.09M +34,535 New
GCM
178
Graham Capital Management
Connecticut
$1.03M -$659K -20,905 -38%
NMERB
179
New Mexico Educational Retirement Board
New Mexico
$1.03M +$126K +4,000 +13%
SEC
180
Seven Eight Capital
New York
$1.03M +$1.07M +33,950 New
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$938K -$50.8K -1,610 -5%
ProShare Advisors
182
ProShare Advisors
Maryland
$929K +$58.5K +1,855 +6%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$897K -$118K -3,730 -11%
CIA
184
Capital Impact Advisors
Massachusetts
$884K +$50.5K +1,600 +6%
DI
185
Dalton Investments
Nevada
$882K
Robeco Institutional Asset Management
186
Robeco Institutional Asset Management
Netherlands
$854K -$489K -15,510 -35%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$840K +$49.4K +1,565 +6%
MC
188
McMorgan & Co
California
$839K +$73.3K +2,325 +9%
SSA
189
Schonfeld Strategic Advisors
New York
$819K +$172K +5,465 +25%
IMRF
190
Illinois Municipal Retirement Fund
Illinois
$819K
X
191
Xponance
Pennsylvania
$810K +$18K +570 +2%
JCIA
192
Jackson Creek Investment Advisors
Colorado
$791K +$47.3K +1,500 +6%
PTC
193
Petrus Trust Company
Texas
$789K +$541K +17,160 +192%
Allianz Asset Management
194
Allianz Asset Management
Germany
$782K -$135K -4,275 -14%
VI
195
Versor Investments
New York
$767K +$580K +18,390 +263%
Osaic Holdings
196
Osaic Holdings
Arizona
$753K -$148K -4,695 -16%
Jennison Associates
197
Jennison Associates
New York
$727K -$48.7K -1,545 -6%
AWM
198
AE Wealth Management
Kansas
$726K +$73.8K +2,340 +11%
WP
199
Woodline Partners
California
$725K +$757K +24,000 New
Mariner
200
Mariner
Kansas
$712K +$28.4K +900 +4%

EXLS Hedge Fund Activity: Q2 2023 in Review

333 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q2 2023, worth a combined $4.79B — down 5.2% from $5.05B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of EXLS and 40 opened new positions — a net loss of 9 holders — while 120 trimmed existing stakes and 139 added.

The largest buyer was Mackenzie Financial, adding an estimated $62.1M. The largest seller was Invesco, cutting an estimated $149M.

  • 333 institutional investors held EXL Service (EXLS) as of Q2 2023, down from 343 in Q1 2023.
  • Funds reported $4.79B of EXL Service stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 40 funds opened new EXL Service positions in Q2 2023 and 49 closed out, a net change of -9 holders.
  • The largest EXL Service buyer in Q2 2023 was Mackenzie Financial, an estimated $62.1M added.
  • The largest EXL Service seller in Q2 2023 was Invesco, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2023.