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EXL Service

286 hedge funds and large institutions have $4.55B invested in EXL Service in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

16% more capital invested

Capital invested by funds: $3.93B → $4.55B (+$616M)

10% more funds holding

Funds holding: 259286 (+27)

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

9.08% less ownership

Funds ownership: 481.16%472.08% (-9.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less call options, than puts

Call options by funds: $767K | Put options by funds: $1.19M

Holders
286
Holders Change
+27
Holders Change %
+10.42%
% of All Funds
4.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
44
Increased
102
Reduced
101
Closed
14
Calls
$767K
Puts
$1.19M
Net Calls
-$420K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Atairos Group
Pennsylvania
$44.9M
JP Morgan Chase
27
JP Morgan Chase
New York
$43.7M +$32.2M +1,221,140 +424%
TCM
28
TimesSquare Capital Management
New York
$42.4M -$6.77M -257,100 -15%
Charles Schwab
29
Charles Schwab
California
$40.9M +$561K +21,290 +2%
Fidelity International
30
Fidelity International
Bermuda
$39.9M -$26.4M -1,001,370 -42%
SCA
31
Summit Creek Advisors
Minnesota
$37.9M +$923K +35,035 +3%
Bank of America
32
Bank of America
North Carolina
$35.4M +$4.54M +172,405 +16%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$32.9M +$3.94M +149,540 +15%
BCA
34
Bernzott Capital Advisors
California
$32.4M -$304K -11,550 -1%
FAM
35
Fenimore Asset Management
New York
$31.1M -$502K -19,060 -2%
PPA
36
Parametric Portfolio Associates
Washington
$24.7M +$477K +18,125 +2%
Morgan Stanley
37
Morgan Stanley
New York
$24.1M -$443K -16,815 -2%
Man Group
38
Man Group
United Kingdom
$22.7M +$535K +20,325 +3%
TCM
39
Tributary Capital Management
Nebraska
$22M -$5.16M -195,780 -21%
EAM
40
Eagle Asset Management
Florida
$21M -$721K -27,385 -4%
Prudential Financial
41
Prudential Financial
New Jersey
$18.4M +$5M +189,960 +42%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$17M -$4.99M -189,460 -24%
Goldman Sachs
43
Goldman Sachs
New York
$16.1M -$36.8M -1,398,970 -72%
HAM
44
Hillcrest Asset Management
Texas
$16.1M -$2.13M -81,000 -13%
Wells Fargo
45
Wells Fargo
California
$15.7M +$40.6K +1,540 +0.3%
Legal & General Group
46
Legal & General Group
United Kingdom
$13.9M +$392K +14,890 +3%
UBS Group
47
UBS Group
Switzerland
$13.5M +$10.3M +392,810 +524%
FWIA
48
Fort Washington Investment Advisors
Ohio
$13.5M +$3.95K +150 +0%
TCM
49
Tygh Capital Management
Oregon
$12.6M +$75.4K +2,865 +0.7%
EAM
50
EULAV Asset Management
Florida
$12.5M

EXLS Hedge Fund Activity: Q4 2021 in Review

286 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q4 2021, worth a combined $4.55B — up 16% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EXLS positions and 14 closed out — a net gain of 30 holders — while 102 added to existing stakes and 101 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $32.2M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 286 institutional investors held EXL Service (EXLS) as of Q4 2021, up from 259 in Q3 2021.
  • Funds reported $4.55B of EXL Service stock for Q4 2021, up 16% quarter-over-quarter.
  • 44 funds opened new EXL Service positions in Q4 2021 and 14 closed out, a net change of +30 holders.
  • The largest EXL Service buyer in Q4 2021 was JP Morgan Chase, an estimated $32.2M added.
  • The largest EXL Service seller in Q4 2021 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2021.