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EXL Service

175 hedge funds and large institutions have $1.59B invested in EXL Service in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $763K | Put options by funds: $324K

25% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 57

2% less funds holding

Funds holding: 179175 (-4)

12% less capital invested

Capital invested by funds: $1.8B → $1.59B (-$212M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
175
Holders Change
-4
Holders Change %
-2.23%
% of All Funds
4.67%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
71
Reduced
57
Closed
26
Calls
$763K
Puts
$324K
Net Calls
+$439K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$209M +$12.8M +1,255,805 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M +$3.37M +331,615 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$121M -$2.74M -269,485 -2%
BFA
4
BlackRock Fund Advisors
California
$113M +$8.78M +863,530 +8%
TCM
5
TimesSquare Capital Management
New York
$72.6M -$5.31M -522,550 -7%
Invesco
6
Invesco
Georgia
$64.9M +$7.31M +719,260 +12%
CWAM
7
Columbia Wanger Asset Management
Illinois
$58.4M +$9.49M +933,000 +19%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$56.9M -$5.72M -562,615 -9%
BIT
9
BlackRock Institutional Trust
California
$40.7M +$1.35M +132,630 +3%
State Street
10
State Street
Massachusetts
$33.9M +$1.67M +164,015 +5%
WA
11
Wasatch Advisors
Utah
$32.3M -$1.04M -102,295 -3%
AAM
12
Aberdeen Asset Management
United Kingdom
$31.8M +$11.7M +1,152,160 +57%
Renaissance Technologies
13
Renaissance Technologies
New York
$30.6M -$4.88M -480,000 -14%
GKIM
14
GW&K Investment Management
Massachusetts
$29.2M +$29.8M +2,930,590 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$27.6M +$584K +57,450 +2%
Principal Financial Group
16
Principal Financial Group
Iowa
$27.2M +$509K +50,070 +2%
Macquarie Group
17
Macquarie Group
Australia
$25.9M -$24M -2,355,770 -48%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$24.8M +$8.47M +832,955 +50%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$24.3M +$2.27M +223,605 +10%
Northern Trust
20
Northern Trust
Illinois
$22.6M -$131K -12,890 -0.6%
MFIMFI
21
Mesirow Financial Investment Management - Fixed Income
Illinois
$21.3M -$4.89M -481,450 -18%
BTW
22
Boston Trust Walden
Massachusetts
$17.9M +$72.7K +7,155 +0.4%
TA
23
Teachers Advisors
New York
$14.3M +$69.7K +6,855 +0.5%
AAM
24
AMI Asset Management
California
$13.5M +$13.8M +1,353,910 New
Norges Bank
25
Norges Bank
Norway
$12.9M +$3.67M +360,680 +36%

EXLS Hedge Fund Activity: Q3 2016 in Review

175 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q3 2016, worth a combined $1.59B — down 12% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of EXLS and 22 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 71 added.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $29.8M. The largest seller was Tiverton Asset Management, cutting an estimated $45.9M.

  • 175 institutional investors held EXL Service (EXLS) as of Q3 2016, down from 179 in Q2 2016.
  • Funds reported $1.59B of EXL Service stock for Q3 2016, down 12% quarter-over-quarter.
  • 22 funds opened new EXL Service positions in Q3 2016 and 26 closed out, a net change of -4 holders.
  • The largest EXL Service buyer in Q3 2016 was GW&K Investment Management, an estimated $29.8M added.
  • The largest EXL Service seller in Q3 2016 was Tiverton Asset Management, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2016.