We are live on ! Find out more
EXLS icon

EXL Service

203 hedge funds and large institutions have $2.1B invested in EXL Service in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more capital invested

Capital invested by funds: $1.67B → $2.1B (+$430M)

15.96% more ownership

Funds ownership: 466.98%482.94% (+16%)

6% less funds holding

Funds holding: 216203 (-13)

10% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $1.3M

36% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 87

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

Holders
203
Holders Change
-13
Holders Change %
-6.02%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
19
Increased
56
Reduced
87
Closed
31
Calls
$1.17M
Puts
$1.3M
Net Calls
-$133K
Net Calls Change
-$774K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
126
LPL Financial
California
$381K +$943 +80 +0.3%
VRS
127
Virginia Retirement Systems
Virginia
$374K -$41.3K -3,500 -11%
TIA
128
Tandem Investment Advisors
South Carolina
$372K -$707 -60 -0.2%
AB
129
Amalgamated Bank
New York
$360K -$35.2K -2,990 -10%
OAM
130
Oppenheimer Asset Management
New York
$356K -$8.02K -680 -2%
YMRC
131
Yorktown Management & Research Company
Virginia
$349K +$324K +27,500 New
BCM
132
Bayesian Capital Management
New York
$340K +$6.07K +515 +2%
ECM
133
Everence Capital Management
Indiana
$332K
ProShare Advisors
134
ProShare Advisors
Maryland
$326K +$303K +25,700 New
HC
135
Henshaw Capital
Massachusetts
$317K
P
136
Pitcairn
Pennsylvania
$314K -$24.8K -2,105 -8%
CGH
137
Crossmark Global Holdings
Texas
$303K +$53K +4,500 +23%
Osaic Holdings
138
Osaic Holdings
Arizona
$293K -$49.4K -4,190 -15%
AWM
139
AE Wealth Management
Kansas
$293K -$9.49K -805 -3%
MMA
140
Miracle Mile Advisors
California
$287K
SS
141
Simplicity Solutions
Minnesota
$283K +$263K +22,345 New
QCM
142
Quantinno Capital Management
New York
$274K +$255K +21,595 New
Public Employees Retirement Association of Colorado
143
Public Employees Retirement Association of Colorado
Colorado
$273K +$254K +21,560 New
ZB
144
Zions Bancorporation
Utah
$272K +$22.1K +1,875 +10%
ZCM
145
Zebra Capital Management
Connecticut
$267K -$11.7K -990 -4%
Truist Financial
146
Truist Financial
North Carolina
$260K -$25K -2,120 -9%
TRCT
147
Tower Research Capital (TRC)
New York
$252K +$234K +19,885 New
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$245K +$83.6K +7,095 +58%
Stifel Financial
149
Stifel Financial
Missouri
$230K +$214K +18,165 New
M&T Bank
150
M&T Bank
New York
$225K +$209K +17,770 New

EXLS Hedge Fund Activity: Q2 2020 in Review

203 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q2 2020, worth a combined $2.1B — up 26% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EXLS and 19 opened new positions — a net loss of 12 holders — while 87 trimmed existing stakes and 56 added.

The largest buyer was Fidelity Investments, adding an estimated $24.6M. The largest seller was Invesco, cutting an estimated $13.4M.

  • 203 institutional investors held EXL Service (EXLS) as of Q2 2020, down from 216 in Q1 2020.
  • Funds reported $2.1B of EXL Service stock for Q2 2020, up 26% quarter-over-quarter.
  • 19 funds opened new EXL Service positions in Q2 2020 and 31 closed out, a net change of -12 holders.
  • The largest EXL Service buyer in Q2 2020 was Fidelity Investments, an estimated $24.6M added.
  • The largest EXL Service seller in Q2 2020 was Invesco, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2020.