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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
C
276
Covestor
United Kingdom
$136K -$18.7K -624 -13%
BTI
277
Blue Trust Inc
Georgia
$132K +$46.2K +1,539 +59%
QL
278
Quarry LP
New York
$106K
Lazard Asset Management
279
Lazard Asset Management
New York
$104K -$81.5K -2,714 -45%
TPCW
280
TD Private Client Wealth
New York
$98.1K
SS
281
Sunbelt Securities
Texas
$71.1K -$931 -31 -1%
FHA
282
First Horizon Advisors
Tennessee
$64.3K -$7.8K -260 -11%
SIC
283
Salem Investment Counselors
North Carolina
$62.7K
GRP
284
Global Retirement Partners
California
$61.5K -$3.63K -121 -6%
GI
285
GAMMA Investing
California
$55K +$11.7K +391 +29%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$48.4K +$3.57K +119 +8%
AIM
287
Arcadia Investment Management
Michigan
$42.3K +$180 +6 +0.4%
Ohio Public Employees Retirement System (OPERS)
288
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.4K +$2.37K +79 +7%
CFGS
289
Concourse Financial Group Securities
Alabama
$40K +$4.17K +139 +12%
UB
290
UMB Bank
Missouri
$39.6K -$720 -24 -2%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$39.2K
PA
292
Parallel Advisors
California
$35.5K -$1.23K -41 -3%
QCG
293
Quadrant Capital Group
Ohio
$32.6K +$961 +32 +3%
FCA
294
FinTrust Capital Advisors
South Carolina
$31.7K
CFM
295
Catalyst Funds Management
Australia
$31.4K +$30K +1,000 New
Simplex Trading
296
Simplex Trading
Illinois
$30K +$29.6K +987 New
WTC
297
WhitTier Trust Company
Nevada
$29K +$17.2K +574 +164%
VAG
298
VisionPoint Advisory Group
Texas
$28.8K +$8.64K +288 +46%
AF
299
Allworth Financial
California
$23K +$19.4K +645 +2,016%
AAM
300
Advisors Asset Management
Colorado
$23K -$21.9K -731 -50%

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.