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EXL Service

345 hedge funds and large institutions have $4.82B invested in EXL Service in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

2% more funds holding

Funds holding: 337345 (+8)

9% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 123

0% less ownership

Funds ownership: 94.63%94.63% (-0%)

3% less capital invested

Capital invested by funds: $4.99B → $4.82B (-$172M)

10% less call options, than puts

Call options by funds: $2.95M | Put options by funds: $3.27M

Holders
345
Holders Change
+8
Holders Change %
+2.37%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
50
Increased
134
Reduced
123
Closed
38
Calls
$2.95M
Puts
$3.27M
Net Calls
-$320K
Net Calls Change
-$386K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
226
Cetera Investment Advisers
Illinois
$426K +$17.1K +571 +4%
QCM
227
QRG Capital Management
Illinois
$424K -$17.6K -587 -4%
FRM
228
Fox Run Management
Connecticut
$424K +$406K +13,512 New
CL
229
Choreo LLC
Illinois
$414K +$54.1K +1,804 +16%
RJFSA
230
Raymond James Financial Services Advisors
Florida
$407K +$18.7K +623 +5%
SAM
231
Securian Asset Management
Minnesota
$406K -$18.2K -607 -4%
UF
232
Univest Financial
Pennsylvania
$399K +$382K +12,730 New
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$398K -$29.4K -981 -7%
GCM
234
Graham Capital Management
Connecticut
$387K -$172K -5,745 -32%
YMRC
235
Yorktown Management & Research Company
Virginia
$379K
FNA
236
First National Advisers
Nebraska
$365K +$41.8K +1,392 +14%
SEC
237
Seven Eight Capital
New York
$363K +$348K +11,585 New
II
238
Inspire Investing
Idaho
$348K -$3.81K -127 -1%
AA
239
ALPS Advisors
Colorado
$345K -$1.83K -61 -0.6%
Envestnet Portfolio Solutions
240
Envestnet Portfolio Solutions
Illinois
$341K -$88.5K -2,949 -21%
Truist Financial
241
Truist Financial
North Carolina
$334K +$320K +10,662 New
CGH
242
Crossmark Global Holdings
Texas
$333K -$28.2K -939 -8%
AA
243
AlphaMark Advisors
Kentucky
$331K +$317K +10,556 New
TC
244
TradeLink Capital
Illinois
$327K +$313K +10,413 New
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$318K -$174K -5,783 -36%
HCA
246
Harbour Capital Advisors
Virginia
$312K +$300K +10,000 New
BC
247
Bridgefront Capital
Texas
$305K +$83.9K +2,794 +40%
CC
248
Corton Capital
Ontario, Canada
$300K +$287K +9,555 New
SA
249
Sanctuary Advisors
Indiana
$299K +$306K +10,197 New
PAG
250
Private Advisor Group
New Jersey
$297K -$2.85K -95 -1%

EXLS Hedge Fund Activity: Q2 2024 in Review

345 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q2 2024, worth a combined $4.82B — down 3.5% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EXLS positions and 38 closed out — a net gain of 12 holders — while 134 added to existing stakes and 123 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $48.6M. The largest seller was Fidelity Investments, cutting an estimated $47.6M.

  • 345 institutional investors held EXL Service (EXLS) as of Q2 2024, up from 337 in Q1 2024.
  • Funds reported $4.82B of EXL Service stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 50 funds opened new EXL Service positions in Q2 2024 and 38 closed out, a net change of +12 holders.
  • The largest EXL Service buyer in Q2 2024 was William Blair Investment Management, an estimated $48.6M added.
  • The largest EXL Service seller in Q2 2024 was Fidelity Investments, an estimated $47.6M sold.

Based on aggregated 13F filings for Q2 2024.