We are live on ! Find out more
EXLS icon

EXL Service

337 hedge funds and large institutions have $4.99B invested in EXL Service in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 120

4% more capital invested

Capital invested by funds: $4.82B → $4.99B (+$174M)

3% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $2.24M

3% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 38

0% more funds holding

Funds holding: 337337 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.09% less ownership

Funds ownership: 94.72%94.63% (-0.09%)

Holders
337
Holders Change
Holders Change %
0%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
135
Reduced
120
Closed
38
Calls
$2.3M
Puts
$2.24M
Net Calls
+$66K
Net Calls Change
+$954K
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
201
Campbell & Co Investment Adviser
Maryland
$604K -$2.22M -71,505 -79%
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$591K -$50.6K -1,627 -8%
GCM
203
Graham Capital Management
Connecticut
$575K +$563K +18,083 New
SOADOR
204
State of Alaska Department of Revenue
Alaska
$566K
CW
205
Connectus Wealth
Ohio
$555K -$1.93M -61,941 -78%
Creative Planning
206
Creative Planning
Kansas
$553K +$137K +4,398 +34%
MAM
207
Martingale Asset Management
Massachusetts
$544K
P
208
Pitcairn
Pennsylvania
$538K -$7.96K -256 -1%
US Bancorp
209
US Bancorp
Minnesota
$517K +$6.94K +223 +1%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$506K -$29.5K -948 -6%
Vontobel Holding
211
Vontobel Holding
Switzerland
$496K -$2.18K -70 -0.4%
IMRF
212
Illinois Municipal Retirement Fund
Illinois
$496K -$358K -11,514 -42%
NAS
213
Nicolet Advisory Services
Wisconsin
$489K +$228K +7,332 +87%
A
214
AlphaQuest
New York
$471K -$243K -7,808 -35%
QCM
215
Quantinno Capital Management
New York
$464K +$34.8K +1,118 +8%
SO
216
STRS Ohio
Ohio
$454K -$68.4K -2,200 -13%
QCM
217
QRG Capital Management
Illinois
$449K -$25.4K -817 -5%
VI
218
Versor Investments
New York
$447K +$65.6K +2,108 +18%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$441K +$21.2K +682 +5%
SSWM
220
Sheets Smith Wealth Management
North Carolina
$441K
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$439K +$22.5K +723 +6%
LTAS
222
Linden Thomas Advisory Services
North Carolina
$435K +$175K +5,623 +70%
Wealth Enhancement Advisory Services
223
Wealth Enhancement Advisory Services
Minnesota
$435K -$22.7K -730 -5%
SAM
224
Securian Asset Management
Minnesota
$431K -$11.1K -356 -3%
SPA
225
Sherbrooke Park Advisers
New York
$430K +$421K +13,527 New

EXLS Hedge Fund Activity: Q1 2024 in Review

337 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2024, worth a combined $4.99B — up 3.6% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EXLS positions and 38 closed out — a net gain of 1 holder — while 135 added to existing stakes and 120 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31M. The largest seller was Morgan Stanley, cutting an estimated $69.7M.

  • 337 institutional investors held EXL Service (EXLS) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $4.99B of EXL Service stock for Q1 2024, up 3.6% quarter-over-quarter.
  • 39 funds opened new EXL Service positions in Q1 2024 and 38 closed out, a net change of +1 holder.
  • The largest EXL Service buyer in Q1 2024 was Citadel Advisors, an estimated $31M added.
  • The largest EXL Service seller in Q1 2024 was Morgan Stanley, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2024.