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EXL Service

328 hedge funds and large institutions have $4.39B invested in EXL Service in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.77M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

10% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 135

2% less funds holding

Funds holding: 333328 (-5)

8% less capital invested

Capital invested by funds: $4.79B → $4.39B (-$399M)

384.29% less ownership

Funds ownership: 478.63%94.34% (-384%)

Holders
328
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
122
Reduced
135
Closed
41
Calls
$2.52M
Puts
$1.77M
Net Calls
+$750K
Net Calls Change
+$448K
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
201
Miracle Mile Advisors
California
$548K
Pacer Advisors
202
Pacer Advisors
Pennsylvania
$542K -$445K -15,208 -44%
Walleye Capital
203
Walleye Capital
New York
$540K +$190K +6,500 +51%
AWM
204
AE Wealth Management
Kansas
$530K -$150K -5,114 -21%
QT
205
Quantbot Technologies
New York
$525K -$4.39M -149,964 -89%
QCM
206
QRG Capital Management
Illinois
$525K +$548K +18,722 New
SGI
207
Summit Global Investments
Utah
$520K -$1.3M -44,504 -71%
AAM
208
Azzad Asset Management
Virginia
$515K +$159K +5,422 +42%
First Trust Advisors
209
First Trust Advisors
Illinois
$485K -$1.07M -36,644 -68%
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$481K +$502K +17,143 New
SO
211
STRS Ohio
Ohio
$479K -$11.7K -400 -2%
SAM
212
Shell Asset Management
Netherlands
$477K -$8.63K -295 -2%
GC
213
Guggenheim Capital
Illinois
$469K +$58K +1,981 +13%
P
214
Pitcairn
Pennsylvania
$462K +$27.7K +945 +6%
AIM
215
Aigen Investment Management
New York
$455K +$183K +6,248 +63%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$453K +$32.6K +1,115 +7%
BCI
217
Brinker Capital Investments
Pennsylvania
$433K +$184K +6,276 +68%
OPS
218
Orion Portfolio Solutions
Nebraska
$433K +$184K +6,276 +68%
US Bancorp
219
US Bancorp
Minnesota
$422K +$5.79K +198 +1%
NRD
220
Nebula Research & Development
New York
$417K -$174K -5,941 -29%
SOW
221
State of Wyoming
Wyoming
$411K +$164K +5,592 +62%
Vontobel Holding
222
Vontobel Holding
Switzerland
$408K -$155K -5,290 -27%
Creative Planning
223
Creative Planning
Kansas
$407K +$91.7K +3,133 +28%
PI
224
PEAK6 Investments
Illinois
$402K +$263K +8,999 +169%
EP
225
Edgestream Partners
New Jersey
$395K -$135K -4,600 -25%

EXLS Hedge Fund Activity: Q3 2023 in Review

328 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2023, worth a combined $4.39B — down 8.3% from $4.79B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EXLS and 38 opened new positions — a net loss of 3 holders — while 135 trimmed existing stakes and 122 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $73.1M. The largest seller was Invesco, cutting an estimated $41.2M.

  • 328 institutional investors held EXL Service (EXLS) as of Q3 2023, down from 333 in Q2 2023.
  • Funds reported $4.39B of EXL Service stock for Q3 2023, down 8.3% quarter-over-quarter.
  • 38 funds opened new EXL Service positions in Q3 2023 and 41 closed out, a net change of -3 holders.
  • The largest EXL Service buyer in Q3 2023 was Thrivent Financial for Lutherans, an estimated $73.1M added.
  • The largest EXL Service seller in Q3 2023 was Invesco, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2023.