We are live on ! Find out more
EXLS icon

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
PAG
326
Private Advisor Group
New Jersey
-$409K -13,905 Closed
DCM
327
Dupont Capital Management
Delaware
-$352K -11,950 Closed
Wolverine Trading
328
Wolverine Trading
Illinois
-$336K -11,285 Closed
CIP
329
Cornerstone Investment Partners
Georgia
-$258K -8,750 Closed
H6H
330
Hightower 6M Holding
Kansas
-$249K -8,445 Closed
OWA
331
One Wealth Advisors
California
-$237K -8,030 Closed
VT
332
Vise Technologies
New York
-$221K -7,510 Closed
M&T Bank
333
M&T Bank
New York
-$218K -7,420 Closed
ONGA
334
O'Neil Global Advisors
California
-$214K -7,250 Closed
Amundi
335
Amundi
France
-$71K -2,510 Closed
PFS
336
Prospera Financial Services
Texas
-$43K -1,450 Closed
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
-$19K -640 Closed
PFBT
338
Parkside Financial Bank & Trust
Missouri
-$16K -540 Closed
VVP
339
Venture Visionary Partners
Ohio
-$14.4K -490 Closed
SFG
340
Steward Financial Group
Texas
-$2K -80 Closed
CA
341
CoreCap Advisors
Michigan
-$2K -60 Closed
Parallax Volatility Advisers
342
Parallax Volatility Advisers
California
-$2K -55 Closed
SWM
343
Spire Wealth Management
Virginia
-$1K -40 Closed
IAS
344
IMA Advisory Services
Colorado
+$163 +5 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.