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EXL Service

217 hedge funds and large institutions have $2.14B invested in EXL Service in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

7% more funds holding

Funds holding: 203217 (+14)

2% more capital invested

Capital invested by funds: $2.1B → $2.14B (+$34.7M)

8.1% less ownership

Funds ownership: 482.94%474.83% (-8.1%)

42% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 96

66% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $3.17M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
56
Reduced
96
Closed
14
Calls
$1.07M
Puts
$3.17M
Net Calls
-$2.1M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
176
Panagora Asset Management
Massachusetts
$116K
SO
177
STRS Ohio
Ohio
$112K -$449K -35,000 -80%
Federated Hermes
178
Federated Hermes
Pennsylvania
$110K +$13.4K +1,045 +14%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$105K +$51.3K +4,000 +101%
PCG
180
Private Capital Group
Connecticut
$86K -$9.81K -765 -10%
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$56K -$577 -45 -1%
PHK
182
Point72 Hong Kong
Hong Kong
$56K +$40.4K +3,150 +284%
FHA
183
First Horizon Advisors
Tennessee
$48K -$5.9K -460 -11%
HIA
184
Harbor Investment Advisory
Maryland
$45K +$21.7K +1,695 +99%
FQ
185
First Quadrant
California
$39K -$6.92K -540 -15%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$36K -$3.21K -250 -8%
GT
187
Glenmede Trust
Pennsylvania
$30K -$385 -30 -1%
SIC
188
Salem Investment Counselors
North Carolina
$26K
FHC
189
First Horizon Corporation
Tennessee
$22K +$21.7K +1,690 New
SWA
190
Sutton Wealth Advisors
Florida
$21.7K
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$18K
TWI
192
Thomas White International
Illinois
$13K -$3.91K -305 -24%
Asset Management One
193
Asset Management One
Japan
$13K
Simplex Trading
194
Simplex Trading
Illinois
$12K -$25.8K -2,015 -68%
ME
195
McIlrath & Eck
Washington
$11K
LWM
196
Liberty Wealth Management
California
$10K -$128 -10 -1%
IA
197
IFP Advisors
Florida
$9K -$1.99K -155 -18%
PA
198
Parallel Advisors
California
$8K -$5.77K -450 -42%
Millennium Management
199
Millennium Management
New York
$6.75K +$6.56M +511,840 New
PFBT
200
Parkside Financial Bank & Trust
Missouri
$6K -$256 -20 -4%

EXLS Hedge Fund Activity: Q3 2020 in Review

217 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2020, worth a combined $2.14B — up 1.7% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EXLS positions and 14 closed out — a net gain of 14 holders — while 56 added to existing stakes and 96 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $10.2M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $14.1M sold.

  • 217 institutional investors held EXL Service (EXLS) as of Q3 2020, up from 203 in Q2 2020.
  • Funds reported $2.14B of EXL Service stock for Q3 2020, up 1.7% quarter-over-quarter.
  • 28 funds opened new EXL Service positions in Q3 2020 and 14 closed out, a net change of +14 holders.
  • The largest EXL Service buyer in Q3 2020 was T. Rowe Price Associates, an estimated $10.2M added.
  • The largest EXL Service seller in Q3 2020 was Intrinsic Edge Capital Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2020.