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EBIX

Ebix Inc
EBIX

Delisted

EBIX was delisted on the 27th of December, 2023.

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157 hedge funds and large institutions have $340M invested in Ebix Inc in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 40 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 40

8% less funds holding

Funds holding: 170 → 157 (-13)

15% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $11.9M

26% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 43

53% less capital invested

Capital invested by funds: $723M → $340M (-$383M)

Holders
157
Holders Change
-13
Holders Change %
-7.65%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
66
Reduced
40
Closed
43
Calls
$10.2M
Puts
$11.9M
Net Calls
-$1.75M
Net Calls Change
+$12.2M

Top Buyers

Rank Fund Capital Flow
1
PCM
PenderFund Capital Management
British Columbia, Canada
+$8.69M
2
LSV Asset Management
LSV Asset Management
Illinois
+$6.91M
3
PCP
P2 Capital Partners
New York
+$5.81M
4
FAM
Fred Alger Management
New York
+$5.39M
5
Prudential Financial
Prudential Financial
New Jersey
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$17M
2
ACM
Ashford Capital Management
Delaware
-$5.58M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$4.9M
4
BlackRock
BlackRock
New York
-$3.57M
5
MSL
Mackay Shields LLC
New York
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.78M +$327K +11,476 +7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.36M +$315K +11,054 +8%
PCM
28
Portolan Capital Management
Massachusetts
$2.03M +$2.26M +79,288 +146%
Goldman Sachs
29
Goldman Sachs
New York
$1.95M +$1.44M +50,421 +65%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.84M +$3.45M +121,016 New
TAM
31
Tealwood Asset Management
Minnesota
$1.82M +$2.24M +78,433 +190%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$1.56M +$2.93M +102,751 New
HW
33
Hancock Whitney
Mississippi
$1.56M +$57.1K +2,003 +2%
Invesco
34
Invesco
Georgia
$1.53M +$196K +6,873 +7%
Marshall Wace
35
Marshall Wace
United Kingdom
$1.49M -$2.72M -95,261 -49%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$1.46M +$197K +6,900 +8%
N
37
Nuveen
North Carolina
$1.39M +$7.67K +269 +0.3%
Morgan Stanley
38
Morgan Stanley
New York
$1.37M -$1.39M -48,915 -35%
Victory Capital Management
39
Victory Capital Management
Texas
$1.35M +$1.39M +48,722 +120%
TFCM
40
Taylor Frigon Capital Management
Arizona
$1.28M +$974K +34,155 +68%
Wells Fargo
41
Wells Fargo
California
$1.23M -$1.87M -65,490 -45%
TMC
42
Trellus Management Company
Florida
$1.14M +$1.21M +42,530 +131%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.11M -$5.87K -206 -0.3%
NCM
44
Nantahala Capital Management
Connecticut
$1.02M +$1.91M +66,997 New
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$970K +$768K +26,940 +73%
Legal & General Group
46
Legal & General Group
United Kingdom
$946K -$1.45K -51 -0.1%
CAM
47
Congress Asset Management
Massachusetts
$904K -$60.7K -2,130 -3%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$903K -$2.47M -86,648 -59%
First Trust Advisors
49
First Trust Advisors
Illinois
$903K +$690K +24,195 +69%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$891K +$835K +29,300 +100%
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EBIX Hedge Fund Activity: Q1 2020 in Review

157 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q1 2020, worth a combined $340M — down 53% from $723M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of EBIX and 32 opened new positions — a net loss of 11 holders — while 40 trimmed existing stakes and 66 added.

The largest buyer was PenderFund Capital Management, opening a new position worth an estimated $8.69M. The largest seller was Fidelity Investments, cutting an estimated $17M.

  • 157 institutional investors held Ebix Inc (EBIX) as of Q1 2020, down from 170 in Q4 2019.
  • Funds reported $340M of Ebix Inc stock for Q1 2020, down 53% quarter-over-quarter.
  • 32 funds opened new Ebix Inc positions in Q1 2020 and 43 closed out, a net change of -11 holders.
  • The largest Ebix Inc buyer in Q1 2020 was PenderFund Capital Management, an estimated $8.69M added.
  • The largest Ebix Inc seller in Q1 2020 was Fidelity Investments, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2020.