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EXL Service
EXLS

183 hedge funds and large institutions have $1.85B invested in EXL Service in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

7% more funds holding

Funds holding: 171 → 183 (+12)

3% more capital invested

Capital invested by funds: $1.8B → $1.85B (+$56.6M)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

9.03% less ownership

Funds ownership: 479.61% → 470.58% (-9%)

Holders
183
Holders Change
+12
Holders Change %
+7.02%
% of All Funds
4.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
62
Reduced
61
Closed
17
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$266K

Top Buyers

1
NPIC
Neumeier Poma Investment Counsel
California
+$11.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.13M
3
BlackRock
BlackRock
New York
+$6.25M
4
Norges Bank
Norges Bank
Norway
+$5.03M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.58M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$35.5M
2
TCM
TimesSquare Capital Management
New York
-$14.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.29M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
126
Glenmede Trust
Pennsylvania
$393K -$378K -33,720 -50%
SOADOR
127
State of Alaska Department of Revenue
Alaska
$389K +$1.68K +150 +0.5%
CGH
128
Crossmark Global Holdings
Texas
$379K +$364K +32,515 New
M&T Bank
129
M&T Bank
New York
$370K -$13.2K -1,180 -4%
MMA
130
Miracle Mile Advisors
California
$360K +$346K +30,885 New
T. Rowe Price Associates
131
T. Rowe Price Associates
Maryland
$344K – – –
ARTA
132
A.R.T. Advisors
New York
$344K +$331K +29,560 New
SEI Investments
133
SEI Investments
Pennsylvania
$305K +$75.4K +6,725 +34%
Victory Capital Management
134
Victory Capital Management
Texas
$300K +$29.9K +2,665 +12%
PA
135
Profund Advisors
Maryland
$285K -$59.1K -5,270 -18%
N
136
Natixis
France
$282K +$271K +24,145 New
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$279K +$268K +23,930 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$270K +$7.96K +710 +3%
DBT
139
Dubuque Bank & Trust
Iowa
$266K +$11.6K +1,035 +5%
AB
140
Amalgamated Bank
New York
$262K -$2.19K -195 -0.9%
Capital Fund Management (CFM)
141
Capital Fund Management (CFM)
France
$262K +$252K +22,500 New
HHC
142
Hutchin Hill Capital
New York
$262K +$252K +22,500 New
AI
143
Atria Investments
North Carolina
$260K -$33.3K -2,970 -12%
CCIA
144
Campbell & Co Investment Adviser
Maryland
$259K +$249K +22,195 New
SAM
145
Sawgrass Asset Management
Florida
$255K +$245K +21,875 New
PI
146
PineBridge Investments
New York
$244K -$14.5K -1,290 -6%
FAM
147
Fortaleza Asset Management
Illinois
$241K – – –
PCA
148
Personal Capital Advisors
California
$222K – – –
ECM
149
ETrade Capital Management
Virginia
$216K +$208K +18,545 New
TRCT
150
Tower Research Capital (TRC)
New York
$206K +$198K +17,660 New
4 5
6
7 8

EXLS Hedge Fund Activity: Q3 2017 in Review

183 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2017, worth a combined $1.85B — up 3.2% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXLS positions and 17 closed out — a net gain of 16 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Neumeier Poma Investment Counsel, adding an estimated $11.2M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $35.5M sold.

  • 183 institutional investors held EXL Service (EXLS) as of Q3 2017, up from 171 in Q2 2017.
  • Funds reported $1.85B of EXL Service stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 33 funds opened new EXL Service positions in Q3 2017 and 17 closed out, a net change of +16 holders.
  • The largest EXL Service buyer in Q3 2017 was Neumeier Poma Investment Counsel, an estimated $11.2M added.
  • The largest EXL Service seller in Q3 2017 was Columbia Wanger Asset Management, an estimated $35.5M sold.

Based on aggregated 13F filings for Q3 2017.