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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
VanEck Associates
201
VanEck Associates
New York
$704K +$82.5K +2,615 +13%
VIA
202
Virtus Investment Advisers
Connecticut
$703K
WAM
203
Wakefield Asset Management
Colorado
$689K +$4.89K +155 +0.7%
BFC
204
Bedel Financial Consulting
Indiana
$685K -$141K -4,465 -16%
YMRC
205
Yorktown Management & Research Company
Virginia
$680K
Handelsbanken Fonder
206
Handelsbanken Fonder
Sweden
$658K
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$651K
TRCT
208
Tower Research Capital (TRC)
New York
$636K +$150K +4,750 +29%
NRD
209
Nebula Research & Development
New York
$629K +$656K +20,810 New
SOADOR
210
State of Alaska Department of Revenue
Alaska
$622K -$68.4K -2,170 -10%
OCBCO
211
Oversea-Chinese Banking Corp (OCBC)
Singapore
$600K +$626K +19,855 New
Vontobel Holding
212
Vontobel Holding
Switzerland
$600K +$626K +19,850 New
MMA
213
Miracle Mile Advisors
California
$591K
AG
214
AIA Group
Hong Kong
$584K +$610K +19,330 New
IWM
215
IHT Wealth Management
Illinois
$584K +$254K +8,045 +71%
EP
216
Edgestream Partners
New Jersey
$565K +$589K +18,685 New
Acadian Asset Management
217
Acadian Asset Management
Massachusetts
$563K -$1.16M -36,785 -66%
TCM
218
Teza Capital Management
Illinois
$562K +$587K +18,610 New
LCM
219
Legato Capital Management
California
$561K +$586K +18,565 New
SO
220
STRS Ohio
Ohio
$528K -$347K -11,000 -39%
SAM
221
Shell Asset Management
Netherlands
$523K +$120K +3,795 +28%
Skandinaviska Enskilda Banken (SEB)
222
Skandinaviska Enskilda Banken (SEB)
Sweden
$514K -$536K -17,000 -50%
HC
223
Henshaw Capital
Massachusetts
$495K
CANY
224
Caxton Associates (New York)
New York
$488K +$509K +16,140 New
EA
225
Ellsworth Advisors
Ohio
$487K -$6.62K -210 -1%

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.