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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
BlackRock
1
BlackRock
New York
$467M +$13.1M +767,830 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M +$3.46M +202,735 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$193M -$50.9M -2,982,980 -22%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$180M +$10.1M +589,665 +6%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$138M +$5.72M +335,330 +5%
Macquarie Group
6
Macquarie Group
Australia
$94.6M -$5.42M -317,560 -6%
State Street
7
State Street
Massachusetts
$94.2M +$1.29M +75,800 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$91.9M -$3.87M -227,050 -4%
Fidelity International
9
Fidelity International
Bermuda
$75.5M -$278K -16,270 -0.4%
GCM
10
Geneva Capital Management
Wisconsin
$71.5M -$1.43M -84,060 -2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$54.3M -$1.18M -68,895 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$52.8M -$8.1M -474,725 -14%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$50.3M +$2.84M +166,775 +6%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$47.3M -$932K -54,650 -2%
NPIC
15
Neumeier Poma Investment Counsel
California
$45.6M +$3.93M +230,350 +10%
TCM
16
TimesSquare Capital Management
New York
$43.6M -$15.6M -916,050 -27%
CCM
17
Channing Capital Management
Illinois
$43.6M +$41.3M +2,420,035 New
Principal Financial Group
18
Principal Financial Group
Iowa
$41.8M +$1.44M +84,710 +4%
Northern Trust
19
Northern Trust
Illinois
$38.3M -$4.13M -242,270 -10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$35.3M +$1.91M +111,820 +6%
Norges Bank
21
Norges Bank
Norway
$32.7M -$1.84M -107,685 -6%
BCA
22
Bernzott Capital Advisors
California
$31M -$2.14M -125,755 -7%
N
23
Nuveen
North Carolina
$28.1M +$956K +56,045 +4%
BTW
24
Boston Trust Walden
Massachusetts
$27.2M -$284K -16,635 -1%
Charles Schwab
25
Charles Schwab
California
$24.6M +$618K +36,245 +3%

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.