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EXL Service

315 hedge funds and large institutions have $4.73B invested in EXL Service in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 29

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 297315 (+18)

1% less capital invested

Capital invested by funds: $4.79B → $4.73B (-$63.4M)

1.9% less ownership

Funds ownership: 487.33%485.44% (-1.9%)

29% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 140

81% less call options, than puts

Call options by funds: $2.05M | Put options by funds: $10.6M

Holders
315
Holders Change
+18
Holders Change %
+6.06%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
50
Increased
100
Reduced
140
Closed
29
Calls
$2.05M
Puts
$10.6M
Net Calls
-$8.5M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
226
Lido Advisors
California
$309K -$17.3K -530 -5%
SCM
227
Shelton Capital Management
Colorado
$309K
AAS
228
Avantax Advisory Services
Texas
$299K +$107K +3,270 +48%
PCA
229
Personal Capital Advisors
California
$296K +$2.28K +70 +0.7%
MLICM
230
Metropolitan Life Insurance Company (MetLife)
New York
$288K
BCI
231
Brinker Capital Investments
Pennsylvania
$287K +$5.38K +165 +2%
DA
232
Drake & Associates
Wisconsin
$282K -$4.41K -135 -1%
API
233
Advisor Partners II
California
$278K +$308K +9,445 New
PA
234
Profund Advisors
Maryland
$275K -$63.5K -1,945 -17%
RFN
235
RDA Financial Network
Iowa
$272K +$1.3K +40 +0.4%
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$271K -$7.18K -220 -3%
HCM
237
HMS Capital Management
Tennessee
$265K -$2.77K -85 -0.9%
IA
238
Inspire Advisors
Idaho
$261K -$108K -3,315 -27%
MSU
239
Mizuho Securities USA
New York
$257K +$285K +8,720 New
QCM
240
Quantinno Capital Management
New York
$256K -$159K -4,875 -36%
BRWA
241
B. Riley Wealth Advisors
Florida
$251K +$278K +8,505 New
ECM
242
Evergreen Capital Management
Washington
$249K +$48.5K +1,485 +21%
MML Investors Services
243
MML Investors Services
Massachusetts
$237K -$31.3K -960 -11%
QT
244
Quantbot Technologies
New York
$234K +$260K +7,965 New
IUHSA
245
Itau Unibanco Holding S.A.
Brazil
$232K +$257K +7,880 New
Bank of Nova Scotia
246
Bank of Nova Scotia
Ontario, Canada
$224K
SOW
247
State of Wyoming
Wyoming
$215K -$35.7K -1,095 -13%
VI
248
Vestcor Inc
New Brunswick, Canada
$214K +$45K +1,380 +24%
HWMA
249
Heritage Wealth Management (Arizona)
Arizona
$212K -$51.2K -1,570 -18%
OAM
250
Oppenheimer Asset Management
New York
$212K -$7.34K -225 -3%

EXLS Hedge Fund Activity: Q3 2022 in Review

315 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2022, worth a combined $4.73B — down 1.3% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EXLS positions and 29 closed out — a net gain of 21 holders — while 100 added to existing stakes and 140 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $145M. The largest seller was BlackRock, cutting an estimated $222M.

  • 315 institutional investors held EXL Service (EXLS) as of Q3 2022, up from 297 in Q2 2022.
  • Funds reported $4.73B of EXL Service stock for Q3 2022, down 1.3% quarter-over-quarter.
  • 50 funds opened new EXL Service positions in Q3 2022 and 29 closed out, a net change of +21 holders.
  • The largest EXL Service buyer in Q3 2022 was Wellington Management Group, an estimated $145M added.
  • The largest EXL Service seller in Q3 2022 was BlackRock, an estimated $222M sold.

Based on aggregated 13F filings for Q3 2022.