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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
FFC
326
First Financial Corp
Indiana
$3.14K
VNA
327
Valley National Advisers
Pennsylvania
$3K +$450 +15 +18%
SC
328
Stephens Consulting
Michigan
$2.7K +$2.58K +86 New
JWA
329
JFS Wealth Advisors
Pennsylvania
$2.67K
RIL
330
Rothschild Investment LLC
Illinois
$2.35K +$1.8K +60 +400%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$2.19K
IC
332
Innealta Capital
Texas
$1.82K +$1.74K +58 New
AF
333
Advisornet Financial
Minnesota
$1.54K +$1.05K +35 +250%
HNB
334
Huntington National Bank
Ohio
$1.25K +$1.2K +40 New
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$1.07K -$4.92K -164 -83%
CAL
336
Capital Advisors Ltd
Ohio
$1K +$961 +32 +320%
SIC
337
SJS Investment Consulting
Ohio
$847 -$180 -6 -18%
CTC
338
Central Trust Company
Missouri
$784
DPW
339
DiNuzzo Private Wealth
Pennsylvania
$722
AssetMark Inc
340
AssetMark Inc
California
$721 -$128K -4,261 -99%
NA
341
NewEdge Advisors
Louisiana
$690 -$8.01K -267 -92%
AWM
342
Avior Wealth Management
Nebraska
$627 -$901 -30 -60%
LIA
343
Lynx Investment Advisory
District of Columbia
$533 +$510 +17 New
HIA
344
Harbor Investment Advisory
Maryland
$220 -$1.2K -40 -85%
MCM
345
MV Capital Management
Maryland
$95 +$90 +3 New
AIG
346
American International Group
New York
-$9.43M -296,695 Closed
TPSF
347
Texas Permanent School Fund
Texas
-$4.59M -144,339 Closed
Marshall Wace
348
Marshall Wace
United Kingdom
-$4.08M -128,343 Closed
Jacobs Levy Equity Management
349
Jacobs Levy Equity Management
New Jersey
-$3.26M -102,565 Closed
Calamos Advisors
350
Calamos Advisors
Illinois
-$2.03M -63,959 Closed

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.