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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
SOADOR
201
State of Alaska Department of Revenue
Alaska
$549K -$53.4K -1,885 -10%
TI
202
Trexquant Investment
Connecticut
$535K -$4.95M -174,773 -91%
P
203
Pitcairn
Pennsylvania
$530K +$20.2K +712 +4%
VPIM
204
Vanguard Personalized Indexing Management
California
$530K +$231K +8,173 +91%
MAM
205
Martingale Asset Management
Massachusetts
$528K -$673K -23,765 -58%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$520K +$19.9K +702 +4%
First Trust Advisors
207
First Trust Advisors
Illinois
$515K -$17.3K -611 -4%
SO
208
STRS Ohio
Ohio
$509K -$17K -600 -4%
CAN
209
Cetera Advisor Networks
California
$507K -$111K -3,917 -19%
CSS
210
Cubist Systematic Strategies
Connecticut
$506K -$5.46M -192,858 -92%
BCI
211
Brinker Capital Investments
Pennsylvania
$502K +$34.1K +1,203 +8%
OPS
212
Orion Portfolio Solutions
Nebraska
$502K +$34.1K +1,203 +8%
US Bancorp
213
US Bancorp
Minnesota
$495K +$28.4K +1,002 +7%
Osaic Holdings
214
Osaic Holdings
Arizona
$487K -$245K -8,666 -35%
QC
215
Quadrature Capital
United Kingdom
$483K -$1.7M -59,958 -79%
Vontobel Holding
216
Vontobel Holding
Switzerland
$483K +$31.4K +1,111 +8%
SOW
217
State of Wyoming
Wyoming
$482K +$27K +955 +7%
SG Americas Securities
218
SG Americas Securities
New York
$474K -$3.48M -122,921 -89%
QCM
219
QRG Capital Management
Illinois
$461K -$107K -3,793 -20%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$449K +$13.8K +486 +3%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$444K -$77.6K -2,740 -16%
SM
222
Sciencast Management
New Jersey
$438K +$402K +14,202 New
SAM
223
Securian Asset Management
Minnesota
$429K -$3.34K -118 -0.8%
SSWM
224
Sheets Smith Wealth Management
North Carolina
$428K +$19.2K +680 +5%
QCM
225
Quantinno Capital Management
New York
$416K +$21.5K +759 +6%

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.