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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
CA
301
Clearstead Advisors
Ohio
$22.4K +$21.5K +715 New
RA
302
Rise Advisors
New York
$22.2K
PS
303
Principal Securities
Iowa
$19.6K +$240 +8 +1%
LFA
304
LGT Financial Advisors
Texas
$12.1K
MA
305
MCF Advisors
Kentucky
$11K
SWA
306
SOA Wealth Advisors
New York
$11K
ATPW
307
Ashton Thomas Private Wealth
Arizona
$9.31K +$8.91K +297 New
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$9K -$690 -23 -7%
CAM
309
Creekmur Asset Management
Illinois
$9K +$8.62K +287 New
UWS
310
Unique Wealth Strategies
Illinois
$8.52K +$8.04K +268 New
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$7.28K +$1.47K +49 +27%
PTC
312
Private Trust Company
Ohio
$7.24K
S
313
SignatureFD
Georgia
$7.06K -$2.97K -99 -31%
EWA
314
EverSource Wealth Advisors
Alabama
$6.42K +$2.61K +87 +92%
LC
315
Lindbrook Capital
California
$6.37K +$3.63K +121 +148%
PWMG
316
Private Wealth Management Group
New Jersey
$6.24K +$3.99K +133 +202%
PFBT
317
Parkside Financial Bank & Trust
Missouri
$6.05K
AAP
318
Arax Advisory Partners
Colorado
$5.71K +$5.46K +182 New
EBA
319
Eagle Bay Advisors
New York
$5.55K
OWA
320
Opal Wealth Advisors
New York
$5.11K +$4.89K +163 New
BIA
321
Bell Investment Advisors
California
$4.7K
IA
322
IFP Advisors
Florida
$4.55K
FFA
323
Farther Finance Advisors
California
$4.24K +$1.8K +60 +79%
BCMLT
324
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.61K
Mitsubishi UFJ Asset Management
325
Mitsubishi UFJ Asset Management
Japan
$3.23K

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.