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EXL Service
EXLS

216 hedge funds and large institutions have $1.67B invested in EXL Service in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,233% more call options, than puts

Call options by funds: $693K | Put options by funds: $52K

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

0% less funds holding

Funds holding: 217 → 216 (-1)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

2.29% less ownership

Funds ownership: 469.27% → 466.98% (-2.3%)

25% less capital invested

Capital invested by funds: $2.22B → $1.67B (-$553M)

Holders
216
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
71
Reduced
75
Closed
44
Calls
$693K
Puts
$52K
Net Calls
+$641K
Net Calls Change
+$974K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$39.2M
2
Fidelity International
Fidelity International
Bermuda
+$27.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$26.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$6.32M
5
N
Nuveen
North Carolina
+$5.84M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$42.7M
2
GKIM
GW&K Investment Management
Massachusetts
-$30.2M
3
RP
Riverbridge Partners
Minnesota
-$21.1M
4
HRCM
Hood River Capital Management
Florida
-$18.9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
251
Carroll Financial Associates
North Carolina
– -$8K -600 Closed
TFO
252
Tarbox Family Office
California
– -$4K -315 Closed
CHAM
253
Clear Harbor Asset Management
Connecticut
– -$4.17K -300 Closed
ST
254
Smithfield Trust
Pennsylvania
– -$4K -300 Closed
ACM
255
Allred Capital Management
Texas
– -$2.85K -205 Closed
S
256
SignatureFD
Georgia
– -$2K -130 Closed
NFG
257
Next Financial Group
Texas
– -$1K -100 Closed
VFA
258
Valeo Financial Advisors
Indiana
– -$1K -100 Closed
OSAM
259
O'Shaughnessy Asset Management
Connecticut
– +$545 +40 New
7 8 9 10
11

EXLS Hedge Fund Activity: Q1 2020 in Review

216 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2020, worth a combined $1.67B — down 25% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new EXLS positions and 44 closed out — a net gain of 1 holder — while 71 added to existing stakes and 75 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $39.2M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $42.7M sold.

  • 216 institutional investors held EXL Service (EXLS) as of Q1 2020, down from 217 in Q4 2019.
  • Funds reported $1.67B of EXL Service stock for Q1 2020, down 25% quarter-over-quarter.
  • 45 funds opened new EXL Service positions in Q1 2020 and 44 closed out, a net change of +1 holder.
  • The largest EXL Service buyer in Q1 2020 was Wellington Management Group, an estimated $39.2M added.
  • The largest EXL Service seller in Q1 2020 was Janus Henderson Group, an estimated $42.7M sold.

Based on aggregated 13F filings for Q1 2020.