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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
RIA
201
Realta Investment Advisors
Delaware
$529K +$586K +17,965 New
AAM
202
Azzad Asset Management
Virginia
$526K +$583K +17,860 New
NYLIM
203
New York Life Investment Management
New York
$521K +$45.7K +1,400 +9%
FL
204
Fort LP
Maryland
$511K -$514K -15,745 -48%
EA
205
Ellsworth Advisors
Ohio
$492K -$23K -705 -4%
SAM
206
Shell Asset Management
Netherlands
$484K -$140K -4,290 -21%
HC
207
Henshaw Capital
Massachusetts
$483K -$97.6K -2,990 -15%
ACM
208
AlphaCrest Capital Management
New York
$458K +$507K +15,525 New
SAM
209
Securian Asset Management
Minnesota
$446K +$494K +15,130 New
American Century Companies
210
American Century Companies
Missouri
$434K +$192K +5,880 +66%
CGH
211
Crossmark Global Holdings
Texas
$432K -$6.04K -185 -1%
KBC Group
212
KBC Group
Belgium
$420K -$24.5K -750 -5%
Simplex Trading
213
Simplex Trading
Illinois
$418K -$2.15M -65,895 -82%
MM
214
MQS Management
New York
$415K +$460K +14,085 New
CF
215
Cantor Fitzgerald
New York
$410K -$138K -4,230 -23%
TIA
216
Tandem Investment Advisors
South Carolina
$410K -$82.4K -2,525 -15%
Squarepoint
217
Squarepoint
New York
$393K -$3.03M -92,695 -87%
GC
218
Guggenheim Capital
Illinois
$393K +$91.9K +2,815 +27%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$383K +$33.8K +1,035 +9%
Creative Planning
220
Creative Planning
Kansas
$380K +$141K +4,310 +50%
PI
221
PEAK6 Investments
Illinois
$352K +$216K +6,620 +124%
PAMS
222
Pictet Asset Management (Switzerland)
Switzerland
$339K -$7.67M -234,900 -95%
EGM
223
Engineers Gate Manager
New York
$326K +$361K +11,060 New
Neuberger Berman Group
224
Neuberger Berman Group
New York
$319K -$3.78M -115,910 -91%
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$314K +$69.2K +2,120 +25%

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.