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EXL Service

204 hedge funds and large institutions have $2.13B invested in EXL Service in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 63

11% more capital invested

Capital invested by funds: $1.92B → $2.13B (+$206M)

2.14% more ownership

Funds ownership: 466.62%468.76% (+2.1%)

0% more funds holding

Funds holding: 203204 (+1)

34% less call options, than puts

Call options by funds: $562K | Put options by funds: $852K

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
72
Reduced
63
Closed
14
Calls
$562K
Puts
$852K
Net Calls
-$290K
Net Calls Change
+$970K
Name Holding Trade Value Shares
Change
Change in
Stake
NPIC
26
Neumeier Poma Investment Counsel
California
$22.1M -$13.7M -1,114,925 -40%
HRCM
27
Hood River Capital Management
Florida
$18.6M +$576K +46,960 +3%
CRCP
28
Copper Rock Capital Partners
Massachusetts
$17M -$2.22M -180,905 -12%
N
29
Nuveen
North Carolina
$16.9M +$15.7M +1,278,755 New
Charles Schwab
30
Charles Schwab
California
$16.8M +$209K +17,000 +1%
BTW
31
Boston Trust Walden
Massachusetts
$16.8M -$219K -17,880 -1%
AAM
32
AMI Asset Management
California
$14.2M +$2.46M +200,555 +23%
EAM
33
Eagle Asset Management
Florida
$13.2M +$88.9K +7,250 +0.7%
Bank of America
34
Bank of America
North Carolina
$12.8M +$76.1K +6,205 +0.6%
Ameriprise
35
Ameriprise
Minnesota
$12.5M -$160K -13,085 -1%
FAM
36
Fenimore Asset Management
New York
$12.3M
SCA
37
Summit Creek Advisors
Minnesota
$11.9M +$31.3K +2,550 +0.3%
Wells Fargo
38
Wells Fargo
California
$11.9M +$16.9K +1,375 +0.2%
Morgan Stanley
39
Morgan Stanley
New York
$10.3M +$2.64M +215,530 +38%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$7.59M +$1.09M +88,905 +18%
NC
41
Nicholas Company
Wisconsin
$7.51M -$66.2K -5,400 -0.9%
PPA
42
Parametric Portfolio Associates
Washington
$7.43M +$497K +40,505 +8%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$7.15M +$192K +15,660 +3%
FWIA
44
Fort Washington Investment Advisors
Ohio
$7.04M +$6.53M +532,555 New
GPGA
45
Grandeur Peak Global Advisors
Utah
$7.04M
Legal & General Group
46
Legal & General Group
United Kingdom
$6.16M -$16.9K -1,375 -0.3%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.01M +$2.1M +171,500 +83%
Man Group
48
Man Group
United Kingdom
$4.98M +$1.48M +120,930 +47%
Deutsche Bank
49
Deutsche Bank
Germany
$4.5M -$1.16M -94,975 -22%
Swiss National Bank
50
Swiss National Bank
Switzerland
$4.21M +$73.6K +6,000 +2%

EXLS Hedge Fund Activity: Q2 2019 in Review

204 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q2 2019, worth a combined $2.13B — up 11% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EXLS positions and 14 closed out — a net gain of 5 holders — while 72 added to existing stakes and 63 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $18.2M. The largest seller was Neumeier Poma Investment Counsel, cutting an estimated $13.7M.

  • 204 institutional investors held EXL Service (EXLS) as of Q2 2019, up from 203 in Q1 2019.
  • Funds reported $2.13B of EXL Service stock for Q2 2019, up 11% quarter-over-quarter.
  • 19 funds opened new EXL Service positions in Q2 2019 and 14 closed out, a net change of +5 holders.
  • The largest EXL Service buyer in Q2 2019 was Royal Bank of Canada, an estimated $18.2M added.
  • The largest EXL Service seller in Q2 2019 was Neumeier Poma Investment Counsel, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2019.