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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
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$786K -$1.02K -36 -0.1%
Mariner
177
Mariner
Kansas
$781K +$33.2K +1,172 +5%
TCM
178
Teza Capital Management
Illinois
$767K +$704K +24,861 New
Pacer Advisors
179
Pacer Advisors
Pennsylvania
$765K +$154K +5,457 +28%
WAM
180
Wakefield Asset Management
Colorado
$751K +$70.2K +2,480 +11%
AI
181
Atom Investors
Texas
$739K +$678K +23,944 New
CC
182
Cipher Capital
New York
$727K +$270K +9,521 +68%
VIA
183
Virtus Investment Advisers
Connecticut
$718K
BFC
184
Bedel Financial Consulting
Indiana
$699K
A
185
AlphaQuest
New York
$698K +$640K +22,619 New
MUAMU
186
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$679K
CIA
187
Compass Ion Advisors
Pennsylvania
$670K -$31.8K -1,125 -5%
HC
188
Henshaw Capital
Massachusetts
$667K -$119K -4,219 -16%
AAM
189
Azzad Asset Management
Virginia
$658K +$84.4K +2,980 +16%
Aviva
190
Aviva
United Kingdom
$653K +$12K +423 +2%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$652K -$141K -4,984 -19%
AWM
192
AE Wealth Management
Kansas
$642K +$27.9K +985 +5%
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$624K
Amundi
194
Amundi
France
$621K +$364K +12,867 +165%
IWM
195
IHT Wealth Management
Illinois
$605K -$934 -33 -0.2%
CIC
196
Cornercap Investment Counsel
Georgia
$604K +$554K +19,581 New
MMA
197
Miracle Mile Advisors
California
$603K
Pictet Asset Management
198
Pictet Asset Management
Switzerland
$596K -$8.37M -295,765 -94%
Verition Fund Management
199
Verition Fund Management
Connecticut
$577K +$280K +9,901 +113%
ACM
200
Aquatic Capital Management
Illinois
$561K +$232K +8,200 +82%

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.