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EXL Service
EXLS

183 hedge funds and large institutions have $1.85B invested in EXL Service in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

7% more funds holding

Funds holding: 171 → 183 (+12)

3% more capital invested

Capital invested by funds: $1.8B → $1.85B (+$56.6M)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

9.03% less ownership

Funds ownership: 479.61% → 470.58% (-9%)

Holders
183
Holders Change
+12
Holders Change %
+7.02%
% of All Funds
4.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
62
Reduced
61
Closed
17
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$266K

Top Buyers

1
NPIC
Neumeier Poma Investment Counsel
California
+$11.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.13M
3
BlackRock
BlackRock
New York
+$6.25M
4
Norges Bank
Norges Bank
Norway
+$5.03M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.58M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$35.5M
2
TCM
TimesSquare Capital Management
New York
-$14.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.29M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
26
Boston Trust Walden
Massachusetts
$14.7M +$671K +59,875 +5%
NFA
27
Nationwide Fund Advisors
Ohio
$13.7M +$503K +44,885 +4%
FAM
28
Fenimore Asset Management
New York
$10.7M – – –
Ameriprise
29
Ameriprise
Minnesota
$10.4M -$1.4M -124,955 -12%
TCIM
30
TIAA CREF Investment Management
New York
$9.97M -$909K -81,095 -9%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$9.53M -$767K -68,435 -8%
Charles Schwab
32
Charles Schwab
California
$9.36M +$909K +81,140 +11%
AP
33
AHL Partners
United Kingdom
$9.35M +$1.58M +141,305 +21%
Goldman Sachs
34
Goldman Sachs
New York
$9.19M +$3.64M +324,520 +70%
PP
35
Prudential plc
United Kingdom
$9.14M +$123K +11,000 +1%
IAM
36
Impax Asset Management
New Hampshire
$8.75M -$4.15M -370,000 -33%
Wells Fargo
37
Wells Fargo
California
$8.72M +$719K +64,200 +9%
Morgan Stanley
38
Morgan Stanley
New York
$8.52M +$3.85M +343,320 +89%
JP Morgan Chase
39
JP Morgan Chase
New York
$7.69M +$705K +62,930 +10%
NC
40
Nicholas Company
Wisconsin
$7.65M -$25.8K -2,300 -0.3%
Prudential Financial
41
Prudential Financial
New Jersey
$6.97M +$3.4M +303,050 +103%
EAM
42
Eagle Asset Management
Florida
$6.34M +$341K +30,475 +6%
HIMCH
43
Hartford Investment Management Co (HIMCO)
Connecticut
$5.76M – – –
GPGA
44
Grandeur Peak Global Advisors
Utah
$5.14M -$298K -26,625 -6%
Deutsche Bank
45
Deutsche Bank
Germany
$4.65M +$872K +77,860 +24%
PPA
46
Parametric Portfolio Associates
Washington
$4.5M -$104K -9,285 -2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$4.33M +$87.1K +7,775 +2%
Legal & General Group
48
Legal & General Group
United Kingdom
$4.05M +$339K +30,270 +10%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$3.58M -$1.75M -156,615 -34%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$3.45M +$8.96K +800 +0.3%
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EXLS Hedge Fund Activity: Q3 2017 in Review

183 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2017, worth a combined $1.85B — up 3.2% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXLS positions and 17 closed out — a net gain of 16 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Neumeier Poma Investment Counsel, adding an estimated $11.2M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $35.5M sold.

  • 183 institutional investors held EXL Service (EXLS) as of Q3 2017, up from 171 in Q2 2017.
  • Funds reported $1.85B of EXL Service stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 33 funds opened new EXL Service positions in Q3 2017 and 17 closed out, a net change of +16 holders.
  • The largest EXL Service buyer in Q3 2017 was Neumeier Poma Investment Counsel, an estimated $11.2M added.
  • The largest EXL Service seller in Q3 2017 was Columbia Wanger Asset Management, an estimated $35.5M sold.

Based on aggregated 13F filings for Q3 2017.