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EXL Service

259 hedge funds and large institutions have $3.93B invested in EXL Service in 2021 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 79 increasing their positions, 88 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

16% more funds holding

Funds holding: 223259 (+36)

15% more capital invested

Capital invested by funds: $3.42B → $3.93B (+$511M)

0.07% less ownership

Funds ownership: 481.23%481.16% (-0.07%)

10% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 88

34% less call options, than puts

Call options by funds: $308K | Put options by funds: $466K

Holders
259
Holders Change
+36
Holders Change %
+16.14%
% of All Funds
4.53%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
53
Increased
79
Reduced
88
Closed
14
Calls
$308K
Puts
$466K
Net Calls
-$158K
Net Calls Change
+$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
226
Private Capital Group
Connecticut
$61K -$1.98K -85 -3%
SWA
227
Sutton Wealth Advisors
Florida
$58.2K
SIC
228
Salem Investment Counselors
North Carolina
$49K
WTC
229
WhitTier Trust Company
Nevada
$46K +$43.2K +1,850 New
CFB
230
Cullen/Frost Bankers
Texas
$41K
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$4.08K +175 +13%
HFM
232
Harvest Fund Management
China
$36K +$34.3K +1,470 New
LWM
233
Liberty Wealth Management
California
$28K +$8.28K +355 +48%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$24K +$5.25K +225 +29%
PHK
235
Point72 Hong Kong
Hong Kong
$21K -$17.8K -765 -48%
ME
236
McIlrath & Eck
Washington
$20K
ST
237
Sageworth Trust
Pennsylvania
$15K
CFGS
238
Concourse Financial Group Securities
Alabama
$15K +$2.8K +120 +25%
MAM
239
Meeder Asset Management
Ohio
$15K +$3.27K +140 +29%
PA
240
Parallel Advisors
California
$14K +$6.77K +290 +102%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$13K
TWA
242
TCI Wealth Advisors
Arizona
$11K +$817 +35 +9%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$11K +$3.97K +170 +63%
GAM
244
Gemmer Asset Management
California
$10K
SWA
245
SOA Wealth Advisors
New York
$8K
HNB
246
Huntington National Bank
Ohio
$6K
APA
247
American Portfolios Advisors
New York
$5.17K -$753K -32,290 -99%
IA
248
IFP Advisors
Florida
$5K
QCG
249
Quadrant Capital Group
Ohio
$4K +$1.28K +55 +55%
GRP
250
Global Retirement Partners
California
$4K +$4.2K +180 New

EXLS Hedge Fund Activity: Q3 2021 in Review

259 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2021, worth a combined $3.93B — up 15% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EXLS positions and 14 closed out — a net gain of 39 holders — while 79 added to existing stakes and 88 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $40.9M. The largest seller was Fidelity Investments, cutting an estimated $66.5M.

  • 259 institutional investors held EXL Service (EXLS) as of Q3 2021, up from 223 in Q2 2021.
  • Funds reported $3.93B of EXL Service stock for Q3 2021, up 15% quarter-over-quarter.
  • 53 funds opened new EXL Service positions in Q3 2021 and 14 closed out, a net change of +39 holders.
  • The largest EXL Service buyer in Q3 2021 was Goldman Sachs, an estimated $40.9M added.
  • The largest EXL Service seller in Q3 2021 was Fidelity Investments, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2021.