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EXL Service

224 hedge funds and large institutions have $2.91B invested in EXL Service in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

6% more capital invested

Capital invested by funds: $2.74B → $2.91B (+$171M)

6.13% more ownership

Funds ownership: 475.7%481.82% (+6.1%)

2% more funds holding

Funds holding: 220224 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

29% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 93

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
66
Reduced
93
Closed
28
Calls
$650K
Puts
Net Calls
+$650K
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
176
AQR Capital Management
Connecticut
$241K -$102K -6,000 -31%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$236K -$4.01K -235 -2%
E
178
Ergoteles
New York
$225K -$553K -32,420 -72%
PAMU
179
Pictet Asset Management (UK)
United Kingdom
$216K -$42.6K -2,500 -17%
CIP
180
Cornerstone Investment Partners
Georgia
$204K +$193K +11,330 New
SCM
181
Shelton Capital Management
Colorado
$201K +$190K +11,155 New
FC
182
FORA Capital
Florida
$176K +$167K +9,770 New
QT
183
Quantbot Technologies
New York
$152K +$139K +8,125 +2,321%
DekaBank Deutsche Girozentrale
184
DekaBank Deutsche Girozentrale
Germany
$137K +$128K +7,500 New
HIA
185
Harbor Investment Advisory
Maryland
$88K
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$78K +$4.52K +265 +7%
PCG
187
Private Capital Group
Connecticut
$62K -$58.2K -3,415 -50%
HWMA
188
Heritage Wealth Management (Arizona)
Arizona
$61K +$57.4K +3,365 New
FQ
189
First Quadrant
California
$53K
FHA
190
First Horizon Advisors
Tennessee
$45K -$19.4K -1,140 -31%
PHK
191
Point72 Hong Kong
Hong Kong
$43K -$13.6K -795 -25%
SIC
192
Salem Investment Counselors
North Carolina
$36K
SWA
193
Sutton Wealth Advisors
Florida
$30.6K +$853 +50 +3%
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$24K -$597 -35 -3%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$20K +$12.7K +745 +213%
FHC
196
First Horizon Corporation
Tennessee
$19K
ME
197
McIlrath & Eck
Washington
$15K
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$14K -$33K -1,935 -72%
EVM
199
Eaton Vance Management
Massachusetts
$13K +$12.5K +735 New
LWM
200
Liberty Wealth Management
California
$11K

EXLS Hedge Fund Activity: Q1 2021 in Review

224 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2021, worth a combined $2.91B — up 6.2% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EXLS positions and 28 closed out — a net gain of 6 holders — while 66 added to existing stakes and 93 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $41.3M. The largest seller was Fidelity Investments, cutting an estimated $50.9M.

  • 224 institutional investors held EXL Service (EXLS) as of Q1 2021, up from 220 in Q4 2020.
  • Funds reported $2.91B of EXL Service stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 34 funds opened new EXL Service positions in Q1 2021 and 28 closed out, a net change of +6 holders.
  • The largest EXL Service buyer in Q1 2021 was Channing Capital Management, an estimated $41.3M added.
  • The largest EXL Service seller in Q1 2021 was Fidelity Investments, an estimated $50.9M sold.

Based on aggregated 13F filings for Q1 2021.