Morgan Stanley
EBIX

Morgan Stanley’s Ebix Inc EBIX Stock Holding History

Morgan Stanley’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
-426,375
Closed -$4.21M – 8087
2023
Q3 		$4.21M Buy
426,375
+97,956
+30% +$1.9M ﹤0.01% 3875
2023
Q2 		$8.28M Buy
328,419
+105,025
+47% +$1.97M ﹤0.01% 3343
2023
Q1 		$2.95M Sell
223,394
-25,429
-10% -$442K ﹤0.01% 4199
2022
Q4 		$4.97M Sell
248,823
-13,216
-5% -$256K ﹤0.01% 3773
2022
Q3 		$4.97M Buy
262,039
+53,686
+26% +$1.18M ﹤0.01% 3700
2022
Q2 		$3.52M Sell
208,353
-102,969
-33% -$2.88M ﹤0.01% 4074
2022
Q1 		$10.3M Buy
311,322
+77,399
+33% +$2.42M ﹤0.01% 2875
2021
Q4 		$7.11M Sell
233,923
-98,877
-30% -$3.15M ﹤0.01% 3342
2021
Q3 		$8.96M Buy
332,800
+55,770
+20% +$1.63M ﹤0.01% 3028
2021
Q2 		$9.39M Buy
277,030
+135,254
+95% +$4.19M ﹤0.01% 3066
2021
Q1 		$4.54M Buy
141,776
+33,275
+31% +$1.28M ﹤0.01% 3517
2020
Q4 		$4.12M Sell
108,501
-54,953
-34% -$1.55M ﹤0.01% 3469
2020
Q3 		$3.37M Buy
163,454
+63,040
+63% +$1.4M ﹤0.01% 3124
2020
Q2 		$2.25M Buy
100,414
+10,096
+11% +$208K ﹤0.01% 3494
2020
Q1 		$1.37M Sell
90,318
-48,915
-35% -$1.39M ﹤0.01% 3695
2019
Q4 		$4.65M Buy
139,233
+28,424
+26% +$1.05M ﹤0.01% 3271
2019
Q3 		$4.67M Buy
110,809
+1,037
+0.9% +$43.6K ﹤0.01% 2948
2019
Q2 		$5.51M Buy
109,772
+86,131
+364% +$4.28M ﹤0.01% 2822
2019
Q1 		$1.17M Sell
23,641
-57,316
-71% -$3.02M ﹤0.01% 3998
2018
Q4 		$3.45M Buy
80,957
+16,828
+26% +$896K ﹤0.01% 3299
2018
Q3 		$5.08M Sell
64,129
-186
-0.3% -$14.8K ﹤0.01% 3165
2018
Q2 		$4.9M Sell
64,315
-7,873
-11% -$604K ﹤0.01% 3171
2018
Q1 		$5.38M Sell
72,188
-348
-0.5% -$28.3K ﹤0.01% 2956
2017
Q4 		$5.75M Buy
72,536
+7,264
+11% +$528K ﹤0.01% 2961
2017
Q3 		$4.26M Buy
65,272
+12,107
+23% +$698K ﹤0.01% 3137
2017
Q2 		$2.87M Sell
53,165
-21,136
-28% -$1.22M ﹤0.01% 3445
2017
Q1 		$4.55M Sell
74,301
-49,524
-40% -$2.94M ﹤0.01% 2945
2016
Q4 		$7.06M Sell
123,825
-45,124
-27% -$2.62M ﹤0.01% 2631
2016
Q3 		$9.6M Buy
168,949
+60,190
+55% +$3.29M ﹤0.01% 2048
2016
Q2 		$5.21M Sell
108,759
-26,356
-20% -$1.21M ﹤0.01% 2580
2016
Q1 		$5.51M Sell
135,115
-139,698
-51% -$4.88M ﹤0.01% 2433
2015
Q4 		$9.01M Buy
274,813
+51,443
+23% +$1.63M ﹤0.01% 2079
2015
Q3 		$5.58M Buy
223,370
+140,935
+171% +$4.17M ﹤0.01% 2555
2015
Q2 		$2.69M Sell
82,435
-76,637
-48% -$2.46M ﹤0.01% 3344
2015
Q1 		$4.83M Buy
159,072
+47,806
+43% +$1.2M ﹤0.01% 2789
2014
Q4 		$1.89M Buy
111,266
+19,427
+21% +$298K ﹤0.01% 3617
2014
Q3 		$1.3M Sell
91,839
-18,329
-17% -$255K ﹤0.01% 3805
2014
Q2 		$1.58M Sell
110,168
-10,105
-8% -$157K ﹤0.01% 3681
2014
Q1 		$2.05M Sell
120,273
-109,341
-48% -$1.69M ﹤0.01% 3402
2013
Q4 		$3.38M Sell
229,614
-379,184
-62% -$4.87M ﹤0.01% 2946
2013
Q3 		$6.05M Buy
608,798
+326,376
+116% +$3.55M ﹤0.01% 2235
2013
Q2 		$2.62M Buy
+282,422
New +$5.04M ﹤0.01% 2934

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

Morgan Stanley's EBIX Position: Q4 2023 in Review

Morgan Stanley sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 426,375 shares — an estimated $4.21M sold.

Morgan Stanley first reported a position in EBIX in Q2 2013 and held it in 42 quarters. The position peaked at $10.3M in Q1 2022. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Morgan Stanley reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 426,375 Ebix Inc shares in Q4 2023, an estimated $4.21M.
  • Morgan Stanley first reported a position in Ebix Inc in Q2 2013 and held it in 42 quarters.
  • Morgan Stanley's Ebix Inc position peaked at $10.3M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.