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EXL Service

217 hedge funds and large institutions have $2.22B invested in EXL Service in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

2% more funds holding

Funds holding: 213217 (+4)

1.85% more ownership

Funds ownership: 467.42%469.27% (+1.9%)

4% more capital invested

Capital invested by funds: $2.14B → $2.22B (+$83.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $333K

Holders
217
Holders Change
+4
Holders Change %
+1.88%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
83
Reduced
68
Closed
18
Calls
Puts
$333K
Net Calls
-$333K
Net Calls Change
+$324K
Name Holding Trade Value Shares
Change
Change in
Stake
HRCM
26
Hood River Capital Management
Florida
$18.9M +$1.34M +98,065 +8%
Charles Schwab
27
Charles Schwab
California
$18.5M +$358K +26,180 +2%
N
28
Nuveen
North Carolina
$18.5M +$151K +11,005 +0.8%
BTW
29
Boston Trust Walden
Massachusetts
$18M +$339K +24,770 +2%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$17.9M -$13.8M -1,010,565 -44%
Ameriprise
31
Ameriprise
Minnesota
$14.5M +$1.42M +103,940 +11%
EAM
32
Eagle Asset Management
Florida
$14.4M +$320K +23,420 +2%
Bank of America
33
Bank of America
North Carolina
$13.9M -$680K -49,690 -5%
Wells Fargo
34
Wells Fargo
California
$13.3M +$307K +22,450 +2%
FWIA
35
Fort Washington Investment Advisors
Ohio
$12.9M -$677K -49,500 -5%
FAM
36
Fenimore Asset Management
New York
$12.9M
Morgan Stanley
37
Morgan Stanley
New York
$11.9M +$3.45M +251,825 +42%
AAM
38
AMI Asset Management
California
$11.5M -$1.08M -78,635 -9%
SCA
39
Summit Creek Advisors
Minnesota
$11.2M -$1.29M -94,600 -11%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$10.8M +$3.09M +225,490 +41%
GPGA
41
Grandeur Peak Global Advisors
Utah
$8.68M +$1.34M +98,000 +19%
PPA
42
Parametric Portfolio Associates
Washington
$8.46M -$56.8K -4,155 -0.7%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$8M +$374K +27,305 +5%
Goldman Sachs
44
Goldman Sachs
New York
$7.83M +$1.16M +85,120 +18%
Man Group
45
Man Group
United Kingdom
$7.8M +$4.58M +334,495 +147%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.4M +$1.35M +99,000 +23%
NC
47
Nicholas Company
Wisconsin
$7.36M -$516K -37,750 -7%
Legal & General Group
48
Legal & General Group
United Kingdom
$7.02M +$407K +29,715 +6%
TCM
49
Tygh Capital Management
Oregon
$6.08M +$5.99M +437,760 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$5.58M -$1.02M -74,575 -16%

EXLS Hedge Fund Activity: Q4 2019 in Review

217 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q4 2019, worth a combined $2.22B — up 3.9% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EXLS positions and 18 closed out — a net gain of 10 holders — while 83 added to existing stakes and 68 trimmed.

The largest buyer was Tygh Capital Management, opening a new position worth an estimated $5.99M. The largest seller was VOYA Investment Management, cutting an estimated $13.8M.

  • 217 institutional investors held EXL Service (EXLS) as of Q4 2019, up from 213 in Q3 2019.
  • Funds reported $2.22B of EXL Service stock for Q4 2019, up 3.9% quarter-over-quarter.
  • 28 funds opened new EXL Service positions in Q4 2019 and 18 closed out, a net change of +10 holders.
  • The largest EXL Service buyer in Q4 2019 was Tygh Capital Management, an estimated $5.99M added.
  • The largest EXL Service seller in Q4 2019 was VOYA Investment Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2019.