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EXL Service

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: 171183 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
151
Riverhead Capital Management
Delaware
$166K +$32.9K +2,940 +26%
AIP
152
Ameritas Investment Partners
Nebraska
$158K
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$154K +$148K +13,195 New
AG
154
Advisor Group
Arizona
$80K +$27.2K +2,425 +55%
MOACM
155
Mutual of America Capital Management
New York
$77K
FHA
156
First Horizon Advisors
Tennessee
$68K
LIA
157
LS Investment Advisors
Michigan
$67K -$3.42K -305 -5%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$65K
HNB
159
Huntington National Bank
Ohio
$64K -$50.9K -4,545 -45%
PFBT
160
Parkside Financial Bank & Trust
Missouri
$64K -$840 -75 -1%
MAM
161
Meeder Asset Management
Ohio
$53K +$48.7K +4,345 +1,975%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$49K -$1.34K -120 -3%
LTFS
163
Ladenburg Thalmann Financial Services
Florida
$38K -$12.4K -1,110 -25%
IDBONY
164
Israel Discount Bank of New York
New York
$38K
AssetMark Inc
165
AssetMark Inc
California
$37K
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$35K +$16.2K +1,445 +92%
BTIS
167
BB&T Investment Services
North Carolina
$34K +$1.06K +95 +3%
GT
168
Greenleaf Trust
Michigan
$33K +$31.5K +2,815 New
SIC
169
Salem Investment Counselors
North Carolina
$23K
WAM
170
Wealthspire Advisors (Maryland)
Maryland
$21K -$672 -60 -3%
SWA
171
Sutton Wealth Advisors
Florida
$19.2K
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$19K
Loomis, Sayles & Company
173
Loomis, Sayles & Company
Massachusetts
$18K +$17.4K +1,550 New
WA
174
WealthTrust-Arizona
Arizona
$13K
CFA
175
Carroll Financial Associates
North Carolina
$7K

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.