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EXL Service

171 hedge funds and large institutions have $1.8B invested in EXL Service in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $506K | Put options by funds: $239K

33% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 57

18% more capital invested

Capital invested by funds: $1.53B → $1.8B (+$268M)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2.65% more ownership

Funds ownership: 476.96%479.61% (+2.6%)

1% more funds holding

Funds holding: 170171 (+1)

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
4.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
76
Reduced
57
Closed
18
Calls
$506K
Puts
$239K
Net Calls
+$267K
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$219M -$2.33M -230,785 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$216M +$28.1M +2,789,460 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$164M +$3.1M +307,675 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$89.7M -$12.1M -1,200,250 -13%
Invesco
5
Invesco
Georgia
$73.2M -$2.72M -269,885 -4%
TCM
6
TimesSquare Capital Management
New York
$71.9M -$2.7M -267,650 -4%
AAM
7
Aberdeen Asset Management
United Kingdom
$65.2M +$260K +25,790 +0.4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$65.2M +$661K +65,475 +1%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$62.9M +$5.46M +541,500 +11%
RP
10
Riverbridge Partners
Minnesota
$55M -$1.24M -122,525 -2%
Macquarie Group
11
Macquarie Group
Australia
$46.8M +$9.93M +984,215 +31%
State Street
12
State Street
Massachusetts
$44.8M +$1.83M +181,810 +5%
Renaissance Technologies
13
Renaissance Technologies
New York
$38.4M +$187K +18,500 +0.5%
CWAM
14
Columbia Wanger Asset Management
Illinois
$35.5M -$1.11M -110,065 -3%
GKIM
15
GW&K Investment Management
Massachusetts
$32.5M +$3.83M +379,660 +15%
Principal Financial Group
16
Principal Financial Group
Iowa
$31.7M -$394K -39,095 -1%
Northern Trust
17
Northern Trust
Illinois
$27M +$619K +61,335 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$25.7M -$776K -76,905 -3%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$25.4M -$1.03M -102,240 -4%
Norges Bank
20
Norges Bank
Norway
$20.5M +$2.87M +284,280 +18%
TA
21
Teachers Advisors
New York
$19.8M +$1.96M +194,480 +12%
TCM
22
Tributary Capital Management
Nebraska
$17.1M +$1.65M +163,630 +12%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$16.8M +$932K +92,375 +7%
Bank of America
24
Bank of America
North Carolina
$14.3M -$1.41M -139,465 -10%
AAM
25
AMI Asset Management
California
$14.2M +$2.25M +222,850 +21%

EXLS Hedge Fund Activity: Q2 2017 in Review

171 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q2 2017, worth a combined $1.8B — up 18% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EXLS positions and 18 closed out — a net gain of 3 holders — while 76 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.1M. The largest seller was Wellington Management Group, cutting an estimated $12.1M.

  • 171 institutional investors held EXL Service (EXLS) as of Q2 2017, up from 170 in Q1 2017.
  • Funds reported $1.8B of EXL Service stock for Q2 2017, up 18% quarter-over-quarter.
  • 21 funds opened new EXL Service positions in Q2 2017 and 18 closed out, a net change of +3 holders.
  • The largest EXL Service buyer in Q2 2017 was Fidelity Investments, an estimated $28.1M added.
  • The largest EXL Service seller in Q2 2017 was Wellington Management Group, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2017.