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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
ECM
151
ETrade Capital Management
Virginia
$259K +$5.01K +420 +2%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$258K -$194K -16,270 -41%
P
153
Pitcairn
Pennsylvania
$249K +$266K +22,285 New
EMG
154
Ellington Management Group
Connecticut
$240K +$257K +21,500 New
AQR Capital Management
155
AQR Capital Management
Connecticut
$235K +$251K +21,070 New
TAM
156
Tyers Asset Management
Texas
$228K -$139K -11,680 -36%
PCA
157
Personal Capital Advisors
California
$213K
ARTA
158
A.R.T. Advisors
New York
$201K -$477K -40,000 -69%
DTL
159
Dynamic Technology Lab
Singapore
$200K -$409K -34,250 -66%
RCM
160
Riverhead Capital Management
Delaware
$198K +$17.9K +1,500 +9%
AIP
161
Ameritas Investment Partners
Nebraska
$157K
AIM
162
Assured Investment Management
New York
$144K +$155K +12,950 New
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$138K +$40.6K +3,405 +38%
HNB
164
Huntington National Bank
Ohio
$137K +$91.8K +7,690 +168%
LIA
165
LS Investment Advisors
Michigan
$135K
FMT
166
First Mercantile Trust
Tennessee
$113K -$457K -38,260 -79%
SWP
167
Stratos Wealth Partners
Ohio
$102K +$7.28K +610 +7%
OWA
168
One Wealth Advisors
California
$100K +$107K +8,975 New
MOS
169
MGO One Seven
Ohio
$98K -$84.1K -7,050 -45%
MOACM
170
Mutual of America Capital Management
New York
$74K
FHA
171
First Horizon Advisors
Tennessee
$68K
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$63K +$18.1K +1,515 +36%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$52K -$5.85K -490 -10%
MAM
174
Meeder Asset Management
Ohio
$51K
MYIA
175
Mount Yale Investment Advisors
Colorado
$51K +$54.5K +4,565 New

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.