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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
TIA
251
Tandem Investment Advisors
South Carolina
$297K -$7.83K -261 -3%
SM
252
Sciencast Management
New Jersey
$280K +$268K +8,936 New
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$279K +$8.73K +291 +3%
MIA
254
MeadowBrook Investment Advisors
Michigan
$278K +$1.2K +40 +0.5%
MML Investors Services
255
MML Investors Services
Massachusetts
$265K +$270 +9 +0.1%
RA
256
RiverPark Advisors
New York
$255K +$21.4K +714 +10%
PA
257
Profund Advisors
Maryland
$239K -$50.3K -1,677 -18%
BWG
258
Berry Wealth Group
Texas
$237K +$26.1K +868 +13%
MM
259
MQS Management
New York
$235K +$225K +7,493 New
BFM
260
Boothbay Fund Management
New York
$234K
VSQM
261
V-Square Quantitative Management
Illinois
$223K +$10.5K +349 +5%
DT
262
Diversified Trust
Tennessee
$223K +$1.5K +50 +0.7%
SL
263
Summitry LLC
California
$221K +$211K +7,036 New
Neuberger Berman Group
264
Neuberger Berman Group
New York
$219K +$210K +6,982 New
Nisa Investment Advisors
265
Nisa Investment Advisors
Missouri
$216K +$4.65K +155 +2%
TMAM
266
Tokio Marine Asset Management
Japan
$211K +$202K +6,738 New
SCM
267
Shelton Capital Management
Colorado
$211K -$16.1K -537 -7%
AWS
268
Atria Wealth Solutions
New York
$208K +$200K +6,648 New
NRD
269
Nebula Research & Development
New York
$207K +$198K +6,609 New
DWM
270
Dakota Wealth Management
Florida
$201K +$192K +6,407 New
SAM
271
Smartleaf Asset Management
Massachusetts
$200K +$7.11K +237 +4%
CPBTD
272
Central Pacific Bank - Trust Division
Hawaii
$194K +$17.1K +570 +10%
MCM
273
Manchester Capital Management
Vermont
$152K
Osaic Holdings
274
Osaic Holdings
Arizona
$151K +$22.4K +745 +18%
KBC Group
275
KBC Group
Belgium
$137K +$20.4K +681 +18%

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.