We are live on ! Find out more
EXLS icon

EXL Service

213 hedge funds and large institutions have $2.14B invested in EXL Service in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

4% more funds holding

Funds holding: 204213 (+9)

9% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 69

1% more capital invested

Capital invested by funds: $2.13B → $2.14B (+$12M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.34% less ownership

Funds ownership: 468.76%467.42% (-1.3%)

65% less call options, than puts

Call options by funds: $347K | Put options by funds: $1M

Holders
213
Holders Change
+9
Holders Change %
+4.41%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
75
Reduced
69
Closed
10
Calls
$347K
Puts
$1M
Net Calls
-$657K
Net Calls Change
-$367K
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
176
Private Capital Group
Connecticut
$71K +$27.8K +2,085 +65%
LIA
177
LS Investment Advisors
Michigan
$67K
QT
178
Quantamental Technologies
New York
$66K +$51.9K +3,890 +370%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$65K -$1.53K -115 -2%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$42K
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$40K -$5.41K -405 -12%
AssetMark Inc
182
AssetMark Inc
California
$34K
SIC
183
Salem Investment Counselors
North Carolina
$27K
TRCT
184
Tower Research Capital (TRC)
New York
$26K +$13.1K +980 +101%
Federated Hermes
185
Federated Hermes
Pennsylvania
$25K +$2.07K +155 +9%
SWA
186
Sutton Wealth Advisors
Florida
$22K
VCM
187
Versant Capital Management
Arizona
$18K +$1.2K +90 +7%
TWI
188
Thomas White International
Illinois
$17K -$19.2K -1,435 -53%
IA
189
IFP Advisors
Florida
$17K +$17.4K +1,300 New
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$16K -$267 -20 -2%
HNB
191
Huntington National Bank
Ohio
$15K
Asset Management One
192
Asset Management One
Japan
$13K
LWM
193
Liberty Wealth Management
California
$11K -$267 -20 -2%
CFA
194
Carroll Financial Associates
North Carolina
$11K
ME
195
McIlrath & Eck
Washington
$11K
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$10K
EW
197
Evoke Wealth
California
$9.11K +$9.08K +680 New
Simplex Trading
198
Simplex Trading
Illinois
$6K -$14.8K -1,110 -70%
GAM
199
Gemmer Asset Management
California
$6K
RCAG
200
Rehmann Capital Advisory Group
Michigan
$4.62K -$868 -65 -16%

EXLS Hedge Fund Activity: Q3 2019 in Review

213 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2019, worth a combined $2.14B — up 0.56% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EXLS positions and 10 closed out — a net gain of 9 holders — while 75 added to existing stakes and 69 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.9M. The largest seller was VOYA Investment Management, cutting an estimated $19.6M.

  • 213 institutional investors held EXL Service (EXLS) as of Q3 2019, up from 204 in Q2 2019.
  • Funds reported $2.14B of EXL Service stock for Q3 2019, up 0.56% quarter-over-quarter.
  • 19 funds opened new EXL Service positions in Q3 2019 and 10 closed out, a net change of +9 holders.
  • The largest EXL Service buyer in Q3 2019 was Wellington Management Group, an estimated $15.9M added.
  • The largest EXL Service seller in Q3 2019 was VOYA Investment Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2019.