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EXL Service

220 hedge funds and large institutions have $2.74B invested in EXL Service in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

28% more capital invested

Capital invested by funds: $2.14B → $2.74B (+$601M)

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

1% more funds holding

Funds holding: 217220 (+3)

0.86% more ownership

Funds ownership: 474.83%475.7% (+0.86%)

38% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 100

75% less call options, than puts

Call options by funds: $263K | Put options by funds: $1.06M

Holders
220
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
3.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
62
Reduced
100
Closed
24
Calls
$263K
Puts
$1.06M
Net Calls
-$801K
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$169K +$30.9K +1,950 +25%
PAM
177
Panagora Asset Management
Massachusetts
$149K
PCG
178
Private Capital Group
Connecticut
$117K +$5.39K +340 +5%
TRCT
179
Tower Research Capital (TRC)
New York
$99K -$1.55M -97,575 -94%
FTDI
180
First Trust Direct Indexing
Massachusetts
$97K +$90.6K +5,715 New
SO
181
STRS Ohio
Ohio
$93K -$47.6K -3,000 -35%
HIA
182
Harbor Investment Advisory
Maryland
$83K +$23.6K +1,490 +44%
Simplex Trading
183
Simplex Trading
Illinois
$74K +$54.6K +3,445 +370%
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$69K -$2.77K -175 -4%
FHA
185
First Horizon Advisors
Tennessee
$62K
PHK
186
Point72 Hong Kong
Hong Kong
$54K -$17.1K -1,080 -25%
FQ
187
First Quadrant
California
$50K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$46K
PWPS
189
Pinnacle Wealth Planning Services
Ohio
$41K +$38.4K +2,420 New
VCG
190
Vantage Consulting Group
Virginia
$40K +$37.6K +2,370 New
SIC
191
Salem Investment Counselors
North Carolina
$34K
SWA
192
Sutton Wealth Advisors
Florida
$28K
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$23K
FHC
194
First Horizon Corporation
Tennessee
$18K -$9.83K -620 -37%
ME
195
McIlrath & Eck
Washington
$14K
IA
196
IFP Advisors
Florida
$12K
LWM
197
Liberty Wealth Management
California
$11K
PFBT
198
Parkside Financial Bank & Trust
Missouri
$10K +$2.06K +130 +28%
PA
199
Parallel Advisors
California
$7K -$3.33K -210 -34%
GAM
200
Gemmer Asset Management
California
$7K

EXLS Hedge Fund Activity: Q4 2020 in Review

220 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q4 2020, worth a combined $2.74B — up 28% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EXLS positions and 24 closed out — a net gain of 3 holders — while 62 added to existing stakes and 100 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29M. The largest seller was Mackenzie Financial, cutting an estimated $24.3M.

  • 220 institutional investors held EXL Service (EXLS) as of Q4 2020, up from 217 in Q3 2020.
  • Funds reported $2.74B of EXL Service stock for Q4 2020, up 28% quarter-over-quarter.
  • 27 funds opened new EXL Service positions in Q4 2020 and 24 closed out, a net change of +3 holders.
  • The largest EXL Service buyer in Q4 2020 was Fidelity Investments, an estimated $29M added.
  • The largest EXL Service seller in Q4 2020 was Mackenzie Financial, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2020.