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EXL Service
EXLS

224 hedge funds and large institutions have $2.91B invested in EXL Service in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

6% more capital invested

Capital invested by funds: $2.74B → $2.91B (+$171M)

6.13% more ownership

Funds ownership: 475.7% → 481.82% (+6.1%)

2% more funds holding

Funds holding: 220 → 224 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

29% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 93

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
66
Reduced
93
Closed
28
Calls
$650K
Puts
–
Net Calls
+$650K
Net Calls Change
+$1.45M

Top Buyers

1
CCM
Channing Capital Management
Illinois
+$41.3M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$21.7M
3
BlackRock
BlackRock
New York
+$13.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$10.1M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$8.01M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$50.9M
2
RP
Riverbridge Partners
Minnesota
-$32.3M
3
TCM
TimesSquare Capital Management
New York
-$15.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.1M
5
Morgan Stanley
Morgan Stanley
New York
-$6.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
51
Dalton Investments
Nevada
$7.44M – – –
Federated Hermes
52
Federated Hermes
Pennsylvania
$7.42M +$1.9M +111,370 +37%
AAM
53
AMI Asset Management
California
$7.08M -$2.56K -150 -0%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$7.02M -$992K -58,155 -13%
Swiss National Bank
55
Swiss National Bank
Switzerland
$6.97M – – –
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.18M -$536K -31,450 -8%
Goldman Sachs
57
Goldman Sachs
New York
$5.77M +$1.36M +79,790 +33%
Victory Capital Management
58
Victory Capital Management
Texas
$5.75M +$4.82M +282,785 +777%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$5.52M +$2.9M +169,895 +125%
Assenagon Asset Management
60
Assenagon Asset Management
Luxembourg
$5.01M +$4.74M +277,675 New
AllianceBernstein
61
AllianceBernstein
Tennessee
$4.91M -$12.8K -750 -0.3%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$4.8M -$3.19M -186,825 -41%
Citadel Advisors
63
Citadel Advisors
Florida
$4.8M +$1.85M +108,215 +69%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$4.5M -$12.8K -750 -0.3%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$4.42M -$1M -58,850 -20%
CAM
66
ClariVest Asset Management
California
$4.2M -$128K -7,500 -3%
Barclays
67
Barclays
United Kingdom
$4.15M +$483K +28,345 +14%
JP Morgan Chase
68
JP Morgan Chase
New York
$4.15M +$873K +51,165 +29%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$4.08M -$735K -43,080 -16%
Prudential Financial
70
Prudential Financial
New Jersey
$3.56M -$129K -7,560 -4%
TRSOTSOK
71
Teachers Retirement System of the State of Kentucky
Kentucky
$3.49M +$236K +13,850 +8%
UBS AM
72
UBS AM
Illinois
$3.42M +$2.64K +155 +0.1%
CS
73
Credit Suisse
Switzerland
$3.41M -$863K -50,600 -21%
Aberdeen Group
74
Aberdeen Group
United Kingdom
$3.39M -$66.8K -3,915 -2%
Millennium Management
75
Millennium Management
New York
$3.29M -$1.88M -110,150 -38%
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3
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EXLS Hedge Fund Activity: Q1 2021 in Review

224 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2021, worth a combined $2.91B — up 6.2% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EXLS positions and 28 closed out — a net gain of 6 holders — while 66 added to existing stakes and 93 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $41.3M. The largest seller was Fidelity Investments, cutting an estimated $50.9M.

  • 224 institutional investors held EXL Service (EXLS) as of Q1 2021, up from 220 in Q4 2020.
  • Funds reported $2.91B of EXL Service stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 34 funds opened new EXL Service positions in Q1 2021 and 28 closed out, a net change of +6 holders.
  • The largest EXL Service buyer in Q1 2021 was Channing Capital Management, an estimated $41.3M added.
  • The largest EXL Service seller in Q1 2021 was Fidelity Investments, an estimated $50.9M sold.

Based on aggregated 13F filings for Q1 2021.