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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
BlackRock
1
BlackRock
New York
$656M -$17M -601,350 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$525M +$5.12M +180,928 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$271M -$23.7M -836,377 -9%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$210M +$8.26M +291,734 +4%
State Street
5
State Street
Massachusetts
$171M +$4.6M +162,390 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$144M +$7.82M +276,251 +6%
Morgan Stanley
7
Morgan Stanley
New York
$134M +$55M +1,942,308 +81%
GCM
8
Geneva Capital Management
Wisconsin
$130M +$369K +13,039 +0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$120M +$3.8M +134,188 +4%
BTW
10
Boston Trust Walden
Massachusetts
$115M +$17.2M +606,215 +19%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$111M +$102M +3,611,102 New
Macquarie Group
12
Macquarie Group
Australia
$105M -$17.5M -619,524 -15%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$104M -$5.15M -181,905 -5%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$99.9M +$231K +8,175 +0.3%
Principal Financial Group
15
Principal Financial Group
Iowa
$96.8M +$373K +13,160 +0.4%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$95.1M -$157M -5,556,775 -64%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$83M +$4.32M +152,487 +6%
FAM
18
Fenimore Asset Management
New York
$82.9M +$507K +17,910 +0.7%
Norges Bank
19
Norges Bank
Norway
$79.9M +$12.7M +449,315 +21%
Charles Schwab
20
Charles Schwab
California
$67.5M +$1.62M +57,199 +3%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$66.4M -$1.34M -47,224 -2%
Northern Trust
22
Northern Trust
Illinois
$64.9M -$1.71M -60,469 -3%
N
23
Nuveen
North Carolina
$62.1M -$5.36M -189,288 -9%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$61M -$7.03M -248,219 -11%
Fidelity International
25
Fidelity International
Bermuda
$58.9M +$8.49M +300,000 +19%

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.