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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
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$39K -$816 -25 -2%
CFGS
277
Concourse Financial Group Securities
Alabama
$30K -$1.47K -45 -4%
AS
278
Altshuler Shaham
Israel
$29K -$9.79K -300 -23%
WFA
279
Wipfli Financial Advisors
Wisconsin
$29K +$31.8K +975 New
EI
280
Ellevest Inc
New York
$27K +$30.2K +925 New
IA
281
IFP Advisors
Florida
$26K -$816 -25 -4%
S
282
SignatureFD
Georgia
$25K +$9.95K +305 +56%
TWA
283
TCI Wealth Advisors
Arizona
$24K +$490 +15 +2%
AA
284
AlphaMark Advisors
Kentucky
$23K +$25.8K +790 New
PA
285
Parallel Advisors
California
$22K -$5.22K -160 -18%
AF
286
Allworth Financial
California
$15K -$490 -15 -3%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$15K
SWA
288
SOA Wealth Advisors
New York
$10K
WTC
289
WhitTier Trust Company
Nevada
$10K
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$8K -$163 -5 -2%
PTC
291
Private Trust Company
Ohio
$6K -$3.43K -105 -36%
LC
292
Lindbrook Capital
California
$6K +$2.61K +80 +57%
ACM
293
AUA Capital Management
Pennsylvania
$5K
MCM
294
Manchester Capital Management
Vermont
$5K +$326 +10 +6%
EWA
295
EverSource Wealth Advisors
Alabama
$5K +$5.22K +160 New
BIA
296
Bell Investment Advisors
California
$4K -$653 -20 -12%
ST
297
Sageworth Trust
Pennsylvania
$4K
JWA
298
JFS Wealth Advisors
Pennsylvania
$4K +$979 +30 +25%
SC
299
Schubert & Co
Texas
$4K +$979 +30 +30%
FF
300
FourThought Financial
Florida
$4K +$3.92K +120 New

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.