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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
CFA
201
Carroll Financial Associates
North Carolina
$8K -$3.28K -240 -29%
PA
202
Procyon Advisors
Connecticut
$8K +$8.14K +595 New
Acadian Asset Management
203
Acadian Asset Management
Massachusetts
$7K +$7.18K +525 New
GAM
204
Gemmer Asset Management
California
$6K
CHAM
205
Clear Harbor Asset Management
Connecticut
$4.17K +$4.1K +300 New
ST
206
Smithfield Trust
Pennsylvania
$4K
TFO
207
Tarbox Family Office
California
$4K
CFGS
208
Concourse Financial Group Securities
Alabama
$3K -$752 -55 -23%
SFS
209
Sowell Financial Services
Arkansas
$3K -$684 -50 -21%
SL
210
Savior LLC
Massachusetts
$3K +$2.81K +205 New
ACM
211
Allred Capital Management
Texas
$2.85K +$2.81K +205 New
S
212
SignatureFD
Georgia
$2K
NFG
213
Next Financial Group
Texas
$1K
SCA
214
Stonebridge Capital Advisors
Minnesota
$1K
VFA
215
Valeo Financial Advisors
Indiana
$1K
Squarepoint
216
Squarepoint
New York
-$2.68M -200,020 Closed
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
-$1.24M -90,280 Closed
WCM
218
Weld Capital Management
New York
-$762K -56,880 Closed
WG
219
Winton Group
United Kingdom
-$643K -48,040 Closed
WSC
220
Wellington Shields & Co
New York
-$435K -32,500 Closed
QCM
221
Quantinno Capital Management
New York
-$411K -30,725 Closed
QT
222
Quantbot Technologies
New York
-$393K -29,370 Closed
MSL
223
Mackay Shields LLC
New York
-$288K -21,500 Closed
PAM
224
Panagora Asset Management
Massachusetts
-$272K -20,300 Closed
YMRC
225
Yorktown Management & Research Company
Virginia
-$241K -18,000 Closed

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.