FP
EBIX

Factorial Partners’s Ebix Inc EBIX Stock Holding History

Factorial Partners’s Portfolio EBIX Stock Details EBIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-29,000
Closed -$287K – 93
2023
Q3 		$287K Hold
29,000
– – 0.21% 77
2023
Q2 		$731K Buy
29,000
+7,100
+32% +$133K 0.5% 65
2023
Q1 		$289K Sell
21,900
-6,000
-22% -$104K 0.22% 82
2022
Q4 		$557K Buy
27,900
+4,000
+17% +$77.4K 0.43% 68
2022
Q3 		$453K Buy
23,900
+3,300
+16% +$72.6K 0.39% 73
2022
Q2 		$348K Sell
20,600
-5,100
-20% -$143K 0.28% 81
2022
Q1 		$852K Buy
25,700
+4,000
+18% +$125K 0.59% 61
2021
Q4 		$660K Sell
21,700
-5,000
-19% -$159K 0.44% 71
2021
Q3 		$719K Hold
26,700
– – 0.49% 67
2021
Q2 		$905K Hold
26,700
– – 0.61% 56
2021
Q1 		$855K Buy
26,700
+15,700
+143% +$606K 0.6% 59
2020
Q4 		$418K Buy
+11,000
New +$309K 0.35% 80

Other funds holding EBIX

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DTL
Dynamic Technology Lab Singapore $615M AUM 11.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Factorial Partners's EBIX Position: Q4 2023 in Review

Factorial Partners sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 29,000 shares — an estimated $287K sold.

Factorial Partners first reported a position in EBIX in Q4 2020 and held it in 12 quarters. The position peaked at $905K in Q2 2021. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Factorial Partners reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Factorial Partners sold 29,000 Ebix Inc shares in Q4 2023, an estimated $287K.
  • Factorial Partners first reported a position in Ebix Inc in Q4 2020 and held it in 12 quarters.
  • Factorial Partners's Ebix Inc position peaked at $905K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on Factorial Partners's 13F filing for Q4 2023, filed 13 Feb 2024.