We are live on ! Find out more
EXLS icon

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
PFBT
201
Parkside Financial Bank & Trust
Missouri
$9K -$1.71K -100 -17%
SFS
202
Sowell Financial Services
Arkansas
$8K
MAM
203
Meeder Asset Management
Ohio
$8K +$512 +30 +7%
GAM
204
Gemmer Asset Management
California
$7K
TWA
205
TCI Wealth Advisors
Arizona
$7K +$2.3K +135 +56%
SWA
206
SOA Wealth Advisors
New York
$6K
CFGS
207
Concourse Financial Group Securities
Alabama
$6K +$1.45K +85 +31%
IA
208
IFP Advisors
Florida
$5K -$6.99K -410 -59%
HNB
209
Huntington National Bank
Ohio
$5K
WAP
210
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.61K +270 New
SL
211
Savior LLC
Massachusetts
$4K
PA
212
Parallel Advisors
California
$3K -$4.09K -240 -60%
APA
213
American Portfolios Advisors
New York
$2.07K +$1.96K +115 New
Simplex Trading
214
Simplex Trading
Illinois
$2K -$72.6K -4,255 -97%
ADIM
215
Alpha DNA Investment Management
Maryland
$2K
IAIM
216
International Assets Investment Management
Florida
$2K
QCG
217
Quadrant Capital Group
Ohio
$2K
TFO
218
Tarbox Family Office
California
$2K
MWP
219
Meridian Wealth Partners
Pennsylvania
$2K +$1.96K +115 New
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$2K +$1.96K +115 New
AIG
221
American International Group
New York
$1.99K -$24.2K -1,420 -1%
AIC
222
Ameritas Investment Company
Nebraska
$1.08K +$1.02K +60 New
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$1K
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$179
RP
225
Riverbridge Partners
Minnesota
-$32.3M -1,898,575 Closed

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.