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EXL Service

204 hedge funds and large institutions have $2.13B invested in EXL Service in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 63

11% more capital invested

Capital invested by funds: $1.92B → $2.13B (+$206M)

2.14% more ownership

Funds ownership: 466.62%468.76% (+2.1%)

0% more funds holding

Funds holding: 203204 (+1)

34% less call options, than puts

Call options by funds: $562K | Put options by funds: $852K

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
72
Reduced
63
Closed
14
Calls
$562K
Puts
$852K
Net Calls
-$290K
Net Calls Change
+$970K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sutton Wealth Advisors
Florida
$21.8K
Simplex Trading
177
Simplex Trading
Illinois
$20K -$17.2K -1,405 -47%
VCM
178
Versant Capital Management
Arizona
$17K +$11.1K +905 +232%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$16K
HNB
180
Huntington National Bank
Ohio
$15K
QT
181
Quantamental Technologies
New York
$14K -$84.6K -6,895 -87%
Asset Management One
182
Asset Management One
Japan
$13K
TRCT
183
Tower Research Capital (TRC)
New York
$13K +$11.5K +940 +2,686%
LWM
184
Liberty Wealth Management
California
$11K
CFA
185
Carroll Financial Associates
North Carolina
$11K +$2.94K +240 +40%
ME
186
McIlrath & Eck
Washington
$10K
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$10K +$9.02K +735 New
EWM
188
Executive Wealth Management
Michigan
$8K
GAM
189
Gemmer Asset Management
California
$6K
RCAG
190
Rehmann Capital Advisory Group
Michigan
$5.42K
NCM
191
Next Capital Management
New York
$5K +$4.78K +390 New
ST
192
Smithfield Trust
Pennsylvania
$4K
TFO
193
Tarbox Family Office
California
$4K +$3.86K +315 New
PHK
194
Point72 Hong Kong
Hong Kong
$3K -$2.27K -185 -44%
CFGS
195
Concourse Financial Group Securities
Alabama
$2K
S
196
SignatureFD
Georgia
$2K
RCG
197
Ruggie Capital Group
Florida
$2K +$1.66K +135 New
MUAMU
198
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.46K
NFG
199
Next Financial Group
Texas
$1K -$1.59K -130 -57%
VFA
200
Valeo Financial Advisors
Indiana
$1K

EXLS Hedge Fund Activity: Q2 2019 in Review

204 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q2 2019, worth a combined $2.13B — up 11% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EXLS positions and 14 closed out — a net gain of 5 holders — while 72 added to existing stakes and 63 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $18.2M. The largest seller was Neumeier Poma Investment Counsel, cutting an estimated $13.7M.

  • 204 institutional investors held EXL Service (EXLS) as of Q2 2019, up from 203 in Q1 2019.
  • Funds reported $2.13B of EXL Service stock for Q2 2019, up 11% quarter-over-quarter.
  • 19 funds opened new EXL Service positions in Q2 2019 and 14 closed out, a net change of +5 holders.
  • The largest EXL Service buyer in Q2 2019 was Royal Bank of Canada, an estimated $18.2M added.
  • The largest EXL Service seller in Q2 2019 was Neumeier Poma Investment Counsel, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2019.