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EXL Service
EXLS

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: 171 → 183 (+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

Top Buyers

1
NPIC
Neumeier Poma Investment Counsel
California
+$11.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.13M
3
BlackRock
BlackRock
New York
+$6.25M
4
Norges Bank
Norges Bank
Norway
+$5.03M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.58M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$35.5M
2
TCM
TimesSquare Capital Management
New York
-$14.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.29M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
176
Quadrant Capital Group
Ohio
$6K – – –
GAM
177
Gemmer Asset Management
California
$5K – – –
MFW
178
Mosaic Family Wealth
Missouri
$5K +$4.82K +430 New
IA
179
IFP Advisors
Florida
$4K +$3.75K +335 New
VCM
180
Versant Capital Management
Arizona
$3K – – –
AFNAS
181
American Financial Network Advisory Services
California
$3K +$2.75K +245 New
CIM
182
Contravisory Investment Management
Massachusetts
$1K +$952 +85 New
VFA
183
Valeo Financial Advisors
Indiana
$1K +$1.12K +100 New
CWAM
184
Columbia Wanger Asset Management
Illinois
– -$35.5M -3,192,985 Closed
KCM
185
Kornitzer Capital Management
Kansas
– -$5.93M -533,750 Closed
ZCM
186
Zebra Capital Management
Connecticut
– -$705K -63,420 Closed
PP
187
Paloma Partners
Connecticut
– -$550K -49,525 Closed
FA
188
FDx Advisors
Illinois
– -$453K -40,795 Closed
PAM
189
Paradigm Asset Management
New York
– -$406K -36,500 Closed
RQS
190
Ramsey Quantitative Systems
Kentucky
– -$359K -32,260 Closed
LCM
191
Laurion Capital Management
New York
– -$350K -31,500 Closed
ONB
192
Old National Bancorp
Indiana
– -$248K -22,300 Closed
PG
193
PEAK6 Group
Illinois
– -$219K -19,660 Closed
PAM
194
Panagora Asset Management
Massachusetts
– -$149K -13,435 Closed
DADC
195
D.A. Davidson & Co
Montana
– -$109K -9,880 Closed
AIM
196
Acrospire Investment Management
Illinois
– -$77K -6,965 Closed
CG
197
Cutler Group
California
– -$9K -885 Closed
EWM
198
Evercore Wealth Management
New York
– -$7K -670 Closed
WA
199
Winfield Associates
Ohio
– -$4K -380 Closed
4 5 6 7
8

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.