Federated Hermes
EBIX

Federated Hermes’s Ebix Inc EBIX Stock Holding History

Federated Hermes’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
-33
Closed -$326 – 2266
2023
Q3 		$326 Buy
+33
New +$642 ﹤0.01% 2057
2021
Q3 		– Sell
-7
Closed -$1K – 2384
2021
Q2 		$1K Sell
7
-991
-99% -$30.7K ﹤0.01% 2187
2021
Q1 		$32K Sell
998
-2,851
-74% -$110K ﹤0.01% 1911
2020
Q4 		$146K Sell
3,849
-986
-20% -$27.7K ﹤0.01% 1714
2020
Q3 		$100K Buy
+4,835
New +$108K ﹤0.01% 1731
2020
Q2 		– Sell
-36,136
Closed -$549K – 2477
2020
Q1 		$549K Buy
+36,136
New +$1.03M ﹤0.01% 1352
2018
Q4 		– Sell
-160
Closed -$13K – 2414
2018
Q3 		$13K Sell
160
-17
-10% -$1.35K ﹤0.01% 1917
2018
Q2 		$14K Sell
177
-33,933
-99% -$2.6M ﹤0.01% 1867
2018
Q1 		$2.54M Buy
34,110
+15,654
+85% +$1.27M 0.01% 868
2017
Q4 		$1.46M Buy
18,456
+10,458
+131% +$760K ﹤0.01% 1070
2017
Q3 		$522K Buy
7,998
+1,763
+28% +$102K ﹤0.01% 1355
2017
Q2 		$336K Buy
6,235
+2,273
+57% +$131K ﹤0.01% 1456
2017
Q1 		$243K Sell
3,962
-3,405
-46% -$202K ﹤0.01% 1468
2016
Q4 		$420K Sell
7,367
-22,104
-75% -$1.28M ﹤0.01% 1356
2016
Q3 		$1.68M Buy
29,471
+11,926
+68% +$652K ﹤0.01% 927
2016
Q2 		$840K Sell
17,545
-77
-0.4% -$3.54K ﹤0.01% 1143
2016
Q1 		$719K Sell
17,622
-509
-3% -$17.8K ﹤0.01% 1185
2015
Q4 		$595K Sell
18,131
-7,195
-28% -$228K ﹤0.01% 1247
2015
Q3 		$632K Buy
25,326
+2,624
+12% +$77.7K ﹤0.01% 1214
2015
Q2 		$740K Buy
22,702
+15,637
+221% +$502K ﹤0.01% 1237
2015
Q1 		$215K Sell
7,065
-489
-6% -$12.3K ﹤0.01% 1499
2014
Q4 		$128K Buy
+7,554
New +$116K ﹤0.01% 1556
2014
Q3 		– Sell
-8,569
Closed -$123K – 2140
2014
Q2 		$123K Buy
+8,569
New +$133K ﹤0.01% 1557

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

Federated Hermes's EBIX Position: Q4 2023 in Review

Federated Hermes sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 33 shares — an estimated $326 sold.

Federated Hermes first reported a position in EBIX in Q2 2014 and held it in 23 quarters. The position peaked at $2.54M in Q1 2018. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Federated Hermes reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Federated Hermes sold 33 Ebix Inc shares in Q4 2023, an estimated $326.
  • Federated Hermes first reported a position in Ebix Inc in Q2 2014 and held it in 23 quarters.
  • Federated Hermes's Ebix Inc position peaked at $2.54M in Q1 2018.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on Federated Hermes's 13F filing for Q4 2023, filed 31 Jan 2024.