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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
II
251
Inspire Investing
Idaho
$212K -$816 -25 -0.3%
DT
252
Diversified Trust
Tennessee
$210K
FTDI
253
First Trust Direct Indexing
Massachusetts
$209K
B
254
Bailard
California
$206K -$64.6K -1,980 -22%
EI
255
Ethic Inc
New York
$205K +$227K +6,955 New
CG
256
Caprock Group
Idaho
$201K -$226K -6,930 -50%
ETC
257
Exchange Traded Concepts
Oklahoma
$177K -$607K -18,615 -76%
HFM
258
Harvest Fund Management
China
$144K +$112K +3,420 +233%
VanEck Associates
259
VanEck Associates
New York
$141K +$14K +430 +10%
GPGA
260
Grandeur Peak Global Advisors
Utah
$135K -$541K -16,575 -78%
Ohio Public Employees Retirement System (OPERS)
261
Ohio Public Employees Retirement System (OPERS)
Ohio
$110K -$7.34K -225 -6%
QCG
262
Quadrant Capital Group
Ohio
$95K +$81.9K +2,510 +359%
HIA
263
Harbor Investment Advisory
Maryland
$93K -$19.1K -585 -16%
TPCW
264
TD Private Client Wealth
New York
$88K
BTI
265
Blue Trust Inc
Georgia
$86K +$44.4K +1,360 +87%
Acadian Asset Management
266
Acadian Asset Management
Massachusetts
$75K -$250K -7,650 -75%
AssetMark Inc
267
AssetMark Inc
California
$74K +$38.7K +1,185 +89%
SWA
268
Sutton Wealth Advisors
Florida
$72.8K -$653 -20 -0.8%
UB
269
UMB Bank
Missouri
$61K -$11.3K -345 -14%
SIC
270
Salem Investment Counselors
North Carolina
$59K
AIC
271
Archer Investment Corporation
Indiana
$58.9K
FHA
272
First Horizon Advisors
Tennessee
$50K -$13.1K -400 -19%
GRP
273
Global Retirement Partners
California
$47K -$9.95K -305 -19%
C
274
Covestor
United Kingdom
$41K -$35.2K -1,080 -44%
MAM
275
Meeder Asset Management
Ohio
$40K -$3.75K -115 -8%

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.