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EXL Service

213 hedge funds and large institutions have $2.14B invested in EXL Service in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

4% more funds holding

Funds holding: 204213 (+9)

9% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 69

1% more capital invested

Capital invested by funds: $2.13B → $2.14B (+$12M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.34% less ownership

Funds ownership: 468.76%467.42% (-1.3%)

65% less call options, than puts

Call options by funds: $347K | Put options by funds: $1M

Holders
213
Holders Change
+9
Holders Change %
+4.41%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
75
Reduced
69
Closed
10
Calls
$347K
Puts
$1M
Net Calls
-$657K
Net Calls Change
-$367K
Name Holding Trade Value Shares
Change
Change in
Stake
NPIC
26
Neumeier Poma Investment Counsel
California
$22.5M +$196K +14,650 +0.9%
N
27
Nuveen
North Carolina
$17.6M +$514K +38,530 +3%
Charles Schwab
28
Charles Schwab
California
$17.5M +$519K +38,840 +3%
BTW
29
Boston Trust Walden
Massachusetts
$17.1M +$71.1K +5,325 +0.4%
HRCM
30
Hood River Capital Management
Florida
$16.9M -$1.94M -145,030 -10%
Bank of America
31
Bank of America
North Carolina
$14.1M +$1.15M +85,960 +9%
EAM
32
Eagle Asset Management
Florida
$13.6M +$201K +15,020 +1%
FWIA
33
Fort Washington Investment Advisors
Ohio
$13.1M +$5.98M +448,000 +84%
Ameriprise
34
Ameriprise
Minnesota
$12.5M -$141K -10,590 -1%
Wells Fargo
35
Wells Fargo
California
$12.5M +$432K +32,325 +4%
FAM
36
Fenimore Asset Management
New York
$12.4M +$15K +1,125 +0.1%
AAM
37
AMI Asset Management
California
$12.2M -$2.19M -164,080 -15%
SCA
38
Summit Creek Advisors
Minnesota
$12M -$43.4K -3,250 -0.4%
Millennium Management
39
Millennium Management
New York
$12M +$8.23M +616,450 +221%
PPA
40
Parametric Portfolio Associates
Washington
$8.21M +$683K +51,175 +9%
Morgan Stanley
41
Morgan Stanley
New York
$8.11M -$2.35M -176,285 -23%
NC
42
Nicholas Company
Wisconsin
$7.6M -$4K -300 -0.1%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$7.39M -$293K -21,960 -4%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$7.35M +$106K +7,910 +1%
GPGA
45
Grandeur Peak Global Advisors
Utah
$7.05M -$75.1K -5,625 -1%
Goldman Sachs
46
Goldman Sachs
New York
$6.41M +$4.45M +333,110 +229%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$6.38M +$2.23M +167,265 +54%
Legal & General Group
48
Legal & General Group
United Kingdom
$6.37M +$124K +9,275 +2%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.81M +$732K +54,820 +14%
JP Morgan Chase
50
JP Morgan Chase
New York
$5.14M +$2.54M +190,095 +98%

EXLS Hedge Fund Activity: Q3 2019 in Review

213 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2019, worth a combined $2.14B — up 0.56% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EXLS positions and 10 closed out — a net gain of 9 holders — while 75 added to existing stakes and 69 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.9M. The largest seller was VOYA Investment Management, cutting an estimated $19.6M.

  • 213 institutional investors held EXL Service (EXLS) as of Q3 2019, up from 204 in Q2 2019.
  • Funds reported $2.14B of EXL Service stock for Q3 2019, up 0.56% quarter-over-quarter.
  • 19 funds opened new EXL Service positions in Q3 2019 and 10 closed out, a net change of +9 holders.
  • The largest EXL Service buyer in Q3 2019 was Wellington Management Group, an estimated $15.9M added.
  • The largest EXL Service seller in Q3 2019 was VOYA Investment Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2019.