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EXL Service

297 hedge funds and large institutions have $4.79B invested in EXL Service in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.32M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more capital invested

Capital invested by funds: $4.42B → $4.79B (+$368M)

4.15% more ownership

Funds ownership: 483.18%487.33% (+4.2%)

2% more funds holding

Funds holding: 291297 (+6)

34% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 134

Holders
297
Holders Change
+6
Holders Change %
+2.06%
% of All Funds
5%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
88
Reduced
134
Closed
33
Calls
$13.7M
Puts
$7.32M
Net Calls
+$6.41M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$741M -$3.41M -120,655 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$540M +$7.16M +253,185 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$518M +$95.4M +3,374,910 +24%
State Street
4
State Street
Massachusetts
$161M +$970K +34,310 +0.6%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$147M -$20M -706,320 -12%
Macquarie Group
6
Macquarie Group
Australia
$145M -$31M -1,098,455 -18%
Invesco
7
Invesco
Georgia
$139M +$67.1M +2,373,300 +102%
GCM
8
Geneva Capital Management
Wisconsin
$118M +$6.03M +213,500 +6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$117M -$7.66M -271,205 -6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$108M +$28.5M +1,009,845 +38%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$96.4M +$6.76M +239,150 +8%
Principal Financial Group
12
Principal Financial Group
Iowa
$95.2M +$27.3M +964,900 +43%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$90.1M -$6.66M -235,725 -7%
JP Morgan Chase
14
JP Morgan Chase
New York
$88.1M +$3.26M +115,365 +4%
VNIM
15
Vaughan Nelson Investment Management
Texas
$85.1M -$5.89M -208,350 -7%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$72M -$14.4M -509,555 -17%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$70.8M -$3.82M -135,005 -5%
N
18
Nuveen
North Carolina
$65.4M +$1.31M +46,440 +2%
BTW
19
Boston Trust Walden
Massachusetts
$61.1M +$516K +18,275 +0.9%
NPIC
20
Neumeier Poma Investment Counsel
California
$60.5M -$15.3M -541,475 -21%
Northern Trust
21
Northern Trust
Illinois
$56M -$1.67M -59,180 -3%
Ameriprise
22
Ameriprise
Minnesota
$54.8M -$1.71M -60,615 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$50.3M -$527K -18,665 -1%
Morgan Stanley
24
Morgan Stanley
New York
$48.2M +$6.98M +246,995 +18%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$47.5M -$4.82M -170,500 -10%

EXLS Hedge Fund Activity: Q2 2022 in Review

297 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q2 2022, worth a combined $4.79B — up 8.3% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EXLS positions and 33 closed out — a net gain of 15 holders — while 88 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $95.4M. The largest seller was Macquarie Group, cutting an estimated $31M.

  • 297 institutional investors held EXL Service (EXLS) as of Q2 2022, up from 291 in Q1 2022.
  • Funds reported $4.79B of EXL Service stock for Q2 2022, up 8.3% quarter-over-quarter.
  • 48 funds opened new EXL Service positions in Q2 2022 and 33 closed out, a net change of +15 holders.
  • The largest EXL Service buyer in Q2 2022 was Fidelity Investments, an estimated $95.4M added.
  • The largest EXL Service seller in Q2 2022 was Macquarie Group, an estimated $31M sold.

Based on aggregated 13F filings for Q2 2022.