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EXL Service

217 hedge funds and large institutions have $2.22B invested in EXL Service in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

2% more funds holding

Funds holding: 213217 (+4)

1.85% more ownership

Funds ownership: 467.42%469.27% (+1.9%)

4% more capital invested

Capital invested by funds: $2.14B → $2.22B (+$83.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $333K

Holders
217
Holders Change
+4
Holders Change %
+1.88%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
83
Reduced
68
Closed
18
Calls
Puts
$333K
Net Calls
-$333K
Net Calls Change
+$324K
Name Holding Trade Value Shares
Change
Change in
Stake
SO
176
STRS Ohio
Ohio
$76K
PFBT
177
Parkside Financial Bank & Trust
Missouri
$76K +$1.78K +130 +2%
FGAM
178
Financial Gravity Asset Management
Texas
$69K
MWNA
179
Marshall Wace North America
New York
$69K +$67.6K +4,940 New
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$68K -$13.3K -970 -16%
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$67K -$958 -70 -1%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$60K +$16.4K +1,200 +39%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$41K
TRCT
184
Tower Research Capital (TRC)
New York
$40K +$13K +950 +49%
GDP
185
Great Diamond Partners
Maine
$40K +$39.5K +2,890 New
Chevy Chase Trust
186
Chevy Chase Trust
Maryland
$40K +$39.7K +2,900 New
AssetMark Inc
187
AssetMark Inc
California
$35K
GT
188
Glenmede Trust
Pennsylvania
$31K +$9.85K +720 +47%
SIC
189
Salem Investment Counselors
North Carolina
$28K
Marshall Wace
190
Marshall Wace
United Kingdom
$27K -$1.25M -91,040 -98%
SWA
191
Sutton Wealth Advisors
Florida
$22.9K
VCM
192
Versant Capital Management
Arizona
$19K +$205 +15 +1%
IA
193
IFP Advisors
Florida
$19K +$1.44K +105 +8%
TWI
194
Thomas White International
Illinois
$17K
HNB
195
Huntington National Bank
Ohio
$16K
Asset Management One
196
Asset Management One
Japan
$14K
LWM
197
Liberty Wealth Management
California
$11K
ME
198
McIlrath & Eck
Washington
$11K
EW
199
Evoke Wealth
California
$9.72K +$274 +20 +3%
VAIA
200
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.82K +645 New

EXLS Hedge Fund Activity: Q4 2019 in Review

217 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q4 2019, worth a combined $2.22B — up 3.9% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EXLS positions and 18 closed out — a net gain of 10 holders — while 83 added to existing stakes and 68 trimmed.

The largest buyer was Tygh Capital Management, opening a new position worth an estimated $5.99M. The largest seller was VOYA Investment Management, cutting an estimated $13.8M.

  • 217 institutional investors held EXL Service (EXLS) as of Q4 2019, up from 213 in Q3 2019.
  • Funds reported $2.22B of EXL Service stock for Q4 2019, up 3.9% quarter-over-quarter.
  • 28 funds opened new EXL Service positions in Q4 2019 and 18 closed out, a net change of +10 holders.
  • The largest EXL Service buyer in Q4 2019 was Tygh Capital Management, an estimated $5.99M added.
  • The largest EXL Service seller in Q4 2019 was VOYA Investment Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2019.