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EXL Service

206 hedge funds and large institutions have $1.77B invested in EXL Service in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 70

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

1.79% less ownership

Funds ownership: 466.17%464.37% (-1.8%)

2% less funds holding

Funds holding: 211206 (-5)

7% less capital invested

Capital invested by funds: $1.91B → $1.77B (-$138M)

Holders
206
Holders Change
-5
Holders Change %
-2.37%
% of All Funds
4.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
73
Reduced
70
Closed
31
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$419K -$242K -20,260 -35%
AG
127
Advisor Group
Arizona
$414K +$64.7K +5,425 +17%
CGH
128
Crossmark Global Holdings
Texas
$410K -$64.6K -5,415 -13%
PIA
129
Piedmont Investment Advisors
North Carolina
$408K +$19.8K +1,660 +5%
MCIM
130
Meadow Creek Investment Management
Georgia
$400K -$244K -20,440 -36%
Capital Fund Management (CFM)
131
Capital Fund Management (CFM)
France
$385K +$17.9K +1,500 +5%
TAM
132
Tiverton Asset Management
Delaware
$382K -$1.23M -102,765 -75%
SEI Investments
133
SEI Investments
Pennsylvania
$378K +$26.1K +2,185 +7%
XK
134
Xact Kapitalforvaltning
Sweden
$377K
Holocene Advisors
135
Holocene Advisors
New York
$375K +$401K +33,650 New
PA
136
Profund Advisors
Maryland
$366K +$87K +7,290 +29%
M&T Bank
137
M&T Bank
New York
$363K +$6.86K +575 +2%
T. Rowe Price Associates
138
T. Rowe Price Associates
Maryland
$359K +$3.82K +320 +1%
USAA
139
United Services Automobile Association
Texas
$335K +$359K +30,070 New
PI
140
PineBridge Investments
New York
$333K -$373K -31,250 -51%
MWNA
141
Marshall Wace North America
New York
$330K +$353K +29,620 New
MA
142
Mutual Advisors
Nebraska
$327K +$12.7K +1,065 +4%
MMA
143
Miracle Mile Advisors
California
$315K
EP
144
Elkfork Partners
Oregon
$314K -$192K -16,060 -36%
ProShare Advisors
145
ProShare Advisors
Maryland
$293K -$38.6K -3,235 -11%
Polen Capital Management
146
Polen Capital Management
Florida
$291K +$92.5K +7,755 +42%
LPL Financial
147
LPL Financial
California
$271K +$290K +24,275 New
GCP
148
GSA Capital Partners
United Kingdom
$264K -$142K -11,940 -34%
DBT
149
Dubuque Bank & Trust
Iowa
$264K +$10.3K +865 +4%
AB
150
Amalgamated Bank
New York
$263K -$4.59K -385 -2%

EXLS Hedge Fund Activity: Q1 2018 in Review

206 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2018, worth a combined $1.77B — down 7.2% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EXLS and 28 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 73 added.

The largest buyer was Copper Rock Capital Partners, opening a new position worth an estimated $20M. The largest seller was Fidelity Investments, cutting an estimated $28.8M.

  • 206 institutional investors held EXL Service (EXLS) as of Q1 2018, down from 211 in Q4 2017.
  • Funds reported $1.77B of EXL Service stock for Q1 2018, down 7.2% quarter-over-quarter.
  • 28 funds opened new EXL Service positions in Q1 2018 and 31 closed out, a net change of -3 holders.
  • The largest EXL Service buyer in Q1 2018 was Copper Rock Capital Partners, an estimated $20M added.
  • The largest EXL Service seller in Q1 2018 was Fidelity Investments, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2018.