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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
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$9K
PTC
277
Private Trust Company
Ohio
$9K +$8.34K +295 New
BC
278
Bartlett & Co
Ohio
$8K +$7.63K +270 New
BCWM
279
Bartlett & Co Wealth Management
Ohio
$7.96K +$7.63K +270 New
ACM
280
AUA Capital Management
Pennsylvania
$5K +$141 +5 +3%
MCM
281
Manchester Capital Management
Vermont
$5K +$707 +25 +19%
BIA
282
Bell Investment Advisors
California
$5K +$4.8K +170 New
ST
283
Sageworth Trust
Pennsylvania
$4K
JWA
284
JFS Wealth Advisors
Pennsylvania
$4K +$565 +20 +20%
LC
285
Lindbrook Capital
California
$4K +$3.96K +140 New
APA
286
American Portfolios Advisors
New York
$3.39K
STCOSD
287
Sageworth Trust Company of South Dakota
South Dakota
$3K -$2.26K -80 -42%
FPS
288
Fieldpoint Private Securities
Connecticut
$3K
SC
289
Schubert & Co
Texas
$3K +$1.84K +65 +186%
HCP
290
Hexagon Capital Partners
Arkansas
$3K +$2.4K +85 New
Parallax Volatility Advisers
291
Parallax Volatility Advisers
California
$2K +$1.55K +55 New
CA
292
CoreCap Advisors
Michigan
$2K +$1.7K +60 New
SFG
293
Steward Financial Group
Texas
$2K +$2.26K +80 New
GWS
294
Glassman Wealth Services
Virginia
$1K
DI
295
Disciplined Investments
Oklahoma
$1K +$283 +10 +29%
SWM
296
Spire Wealth Management
Virginia
$1K +$1.13K +40 New
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
$953 -$1.05M -36,990 -54%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
298
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$15.1M -528,000 Closed
AG
299
Algert Global
California
-$4.51M -157,450 Closed
Two Sigma Investments
300
Two Sigma Investments
New York
-$3.74M -130,520 Closed

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.