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EXL Service

259 hedge funds and large institutions have $3.93B invested in EXL Service in 2021 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 79 increasing their positions, 88 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

16% more funds holding

Funds holding: 223259 (+36)

15% more capital invested

Capital invested by funds: $3.42B → $3.93B (+$511M)

0.07% less ownership

Funds ownership: 481.23%481.16% (-0.07%)

10% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 88

34% less call options, than puts

Call options by funds: $308K | Put options by funds: $466K

Holders
259
Holders Change
+36
Holders Change %
+16.14%
% of All Funds
4.53%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
53
Increased
79
Reduced
88
Closed
14
Calls
$308K
Puts
$466K
Net Calls
-$158K
Net Calls Change
+$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
201
State of Wisconsin Investment Board
Wisconsin
$320K +$303K +13,000 New
AIP
202
Ameritas Investment Partners
Nebraska
$317K
SOW
203
State of Wyoming
Wyoming
$285K -$1.05K -45 -0.4%
PAMS
204
Pictet Asset Management (Switzerland)
Switzerland
$283K +$268K +11,500 New
PP
205
PDT Partners
New York
$278K +$264K +11,305 New
SCM
206
Shelton Capital Management
Colorado
$267K
PCA
207
Personal Capital Advisors
California
$241K
RFC
208
Regions Financial Corp
Alabama
$237K
II
209
Inspire Investing
Idaho
$236K -$385K -16,500 -63%
MML Investors Services
210
MML Investors Services
Massachusetts
$235K +$222K +9,535 New
Lido Advisors
211
Lido Advisors
California
$226K +$214K +9,190 New
RA
212
Royce & Associates
New York
$225K -$11.4K -490 -5%
BCI
213
Brinker Capital Investments
Pennsylvania
$221K
CIP
214
Cornerstone Investment Partners
Georgia
$219K -$58.9K -2,525 -22%
AAS
215
Avantax Advisory Services
Texas
$209K +$198K +8,490 New
OAM
216
Oppenheimer Asset Management
New York
$207K +$196K +8,400 New
VI
217
Versor Investments
New York
$203K +$192K +8,225 New
HWMA
218
Heritage Wealth Management (Arizona)
Arizona
$164K +$32.4K +1,390 +26%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$147K +$91.2K +3,910 +188%
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$125K +$119K +5,085 New
HIA
221
Harbor Investment Advisory
Maryland
$120K
Ohio Public Employees Retirement System (OPERS)
222
Ohio Public Employees Retirement System (OPERS)
Ohio
$110K -$1.52K -65 -1%
FHA
223
First Horizon Advisors
Tennessee
$95K +$31.8K +1,365 +53%
AS
224
Altshuler Shaham
Israel
$72K +$67.5K +2,895 New
PI
225
PEAK6 Investments
Illinois
$70K +$66.4K +2,845 New

EXLS Hedge Fund Activity: Q3 2021 in Review

259 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2021, worth a combined $3.93B — up 15% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EXLS positions and 14 closed out — a net gain of 39 holders — while 79 added to existing stakes and 88 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $40.9M. The largest seller was Fidelity Investments, cutting an estimated $66.5M.

  • 259 institutional investors held EXL Service (EXLS) as of Q3 2021, up from 223 in Q2 2021.
  • Funds reported $3.93B of EXL Service stock for Q3 2021, up 15% quarter-over-quarter.
  • 53 funds opened new EXL Service positions in Q3 2021 and 14 closed out, a net change of +39 holders.
  • The largest EXL Service buyer in Q3 2021 was Goldman Sachs, an estimated $40.9M added.
  • The largest EXL Service seller in Q3 2021 was Fidelity Investments, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2021.