We are live on ! Find out more
EXLS icon

EXL Service

171 hedge funds and large institutions have $1.43B invested in EXL Service in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

291% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $409K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

25% more funds holding

Funds holding: 137171 (+34)

21% more capital invested

Capital invested by funds: $1.18B → $1.43B (+$252M)

Holders
171
Holders Change
+34
Holders Change %
+24.82%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
43
Increased
66
Reduced
49
Closed
5
Calls
$1.6M
Puts
$409K
Net Calls
+$1.19M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$62K -$1K -115 -2%
MOACM
152
Mutual of America Capital Management
New York
$60K
BlackRock
153
BlackRock
New York
$51K +$25.5K +2,925 +106%
LIA
154
LS Investment Advisors
Michigan
$49K +$1.88K +215 +4%
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K -$39.3K -4,500 -51%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$34K +$17.6K +2,020 +113%
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$27K +$14.1K +1,620 +111%
AP
158
Advisors Preferred
Maryland
$25K +$23.8K +2,725 New
FNBT
159
FineMark National Bank & Trust
Florida
$23K -$655 -75 -3%
FHA
160
First Horizon Advisors
Tennessee
$17K -$11K -1,255 -40%
Walleye Trading
161
Walleye Trading
New York
$13K +$13.1K +1,500 New
TRCT
162
Tower Research Capital (TRC)
New York
$9K -$46.9K -5,365 -84%
DADC
163
D.A. Davidson & Co
Montana
$9K -$8.12K -930 -48%
BJ
164
BlackRock Japan
Japan
$5K +$4.41K +505 New
GAM
165
Gemmer Asset Management
California
$4K
HMS
166
Hanseatic Management Services
New Mexico
$4K +$4.32K +495 New
IA
167
IFP Advisors
Florida
$3K +$2.71K +310 New
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$1.98K -$214K -24,535 -99%
VCM
169
Versant Capital Management
Arizona
$1K +$1.75K +200 New
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$975 +$8.82K +1,010 +0.9%
FNBOO
171
First National Bank of Omaha
Nebraska
$493 -$21.8K -2,500 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
172
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$6.2M -840,000 Closed
PP
173
PDT Partners
New York
-$783K -106,000 Closed
BCM
174
BlueCrest Capital Management
Jersey
-$269K -36,445 Closed
SG Americas Securities
175
SG Americas Securities
New York
-$226K -30,635 Closed

EXLS Hedge Fund Activity: Q4 2015 in Review

171 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q4 2015, worth a combined $1.43B — up 21% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EXLS positions and 5 closed out — a net gain of 38 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $27.4M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $45.3M.

  • 171 institutional investors held EXL Service (EXLS) as of Q4 2015, up from 137 in Q3 2015.
  • Funds reported $1.43B of EXL Service stock for Q4 2015, up 21% quarter-over-quarter.
  • 43 funds opened new EXL Service positions in Q4 2015 and 5 closed out, a net change of +38 holders.
  • The largest EXL Service buyer in Q4 2015 was Royal Bank of Canada, an estimated $27.4M added.
  • The largest EXL Service seller in Q4 2015 was Columbia Wanger Asset Management, an estimated $45.3M sold.

Based on aggregated 13F filings for Q4 2015.