We are live on ! Find out more
EXLS icon

EXL Service

297 hedge funds and large institutions have $4.79B invested in EXL Service in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.32M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more capital invested

Capital invested by funds: $4.42B → $4.79B (+$368M)

4.15% more ownership

Funds ownership: 483.18%487.33% (+4.2%)

2% more funds holding

Funds holding: 291297 (+6)

34% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 134

Holders
297
Holders Change
+6
Holders Change %
+2.06%
% of All Funds
5%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
88
Reduced
134
Closed
33
Calls
$13.7M
Puts
$7.32M
Net Calls
+$6.41M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
251
First Horizon Advisors
Tennessee
$61K +$30.9K +1,095 +107%
SIC
252
Salem Investment Counselors
North Carolina
$59K
AIC
253
Archer Investment Corporation
Indiana
$58.9K
PCG
254
Private Capital Group
Connecticut
$55K -$9.89K -350 -16%
GRP
255
Global Retirement Partners
California
$47K +$283 +10 +0.6%
BTI
256
Blue Trust Inc
Georgia
$45K +$44.2K +1,565 New
HFM
257
Harvest Fund Management
China
$43K
PFS
258
Prospera Financial Services
Texas
$43K +$6.92K +245 +20%
MAM
259
Meeder Asset Management
Ohio
$43K +$10.2K +360 +32%
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$40K
AssetMark Inc
261
AssetMark Inc
California
$39K +$37.7K +1,335 New
AS
262
Altshuler Shaham
Israel
$38K -$19.9K -705 -36%
CFGS
263
Concourse Financial Group Securities
Alabama
$31K -$4.66K -165 -14%
IA
264
IFP Advisors
Florida
$27K
PA
265
Parallel Advisors
California
$26K +$9.75K +345 +63%
TWA
266
TCI Wealth Advisors
Arizona
$24K +$10.6K +375 +85%
QCG
267
Quadrant Capital Group
Ohio
$21K +$11K +390 +126%
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$4.95K -175 -21%
PFBT
269
Parkside Financial Bank & Trust
Missouri
$16K
AF
270
Allworth Financial
California
$16K +$15K +530 New
S
271
SignatureFD
Georgia
$16K +$15.4K +545 New
BFEC
272
Benjamin F. Edwards & Company
Missouri
$15K
VVP
273
Venture Visionary Partners
Ohio
$14.4K +$13.8K +490 New
SWA
274
SOA Wealth Advisors
New York
$10K
WTC
275
WhitTier Trust Company
Nevada
$10K

EXLS Hedge Fund Activity: Q2 2022 in Review

297 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q2 2022, worth a combined $4.79B — up 8.3% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EXLS positions and 33 closed out — a net gain of 15 holders — while 88 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $95.4M. The largest seller was Macquarie Group, cutting an estimated $31M.

  • 297 institutional investors held EXL Service (EXLS) as of Q2 2022, up from 291 in Q1 2022.
  • Funds reported $4.79B of EXL Service stock for Q2 2022, up 8.3% quarter-over-quarter.
  • 48 funds opened new EXL Service positions in Q2 2022 and 33 closed out, a net change of +15 holders.
  • The largest EXL Service buyer in Q2 2022 was Fidelity Investments, an estimated $95.4M added.
  • The largest EXL Service seller in Q2 2022 was Macquarie Group, an estimated $31M sold.

Based on aggregated 13F filings for Q2 2022.