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EBIX

Ebix Inc

Delisted

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

143 hedge funds and large institutions have $552M invested in Ebix Inc in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 149143 (-6)

17% less capital invested

Capital invested by funds: $665M → $552M (-$113M)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

31% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 61

38% less call options, than puts

Call options by funds: $7.49M | Put options by funds: $12M

Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
3.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
42
Reduced
61
Closed
27
Calls
$7.49M
Puts
$12M
Net Calls
-$4.54M
Net Calls Change
+$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
126
LS Investment Advisors
Michigan
$23K
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.5K +$6.6M +222,650 +33%
Creative Planning
128
Creative Planning
Kansas
$20K +$23.4K +789 New
CIM
129
Cambria Investment Management
California
$20K +$24.1K +812 New
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$14K +$681 +23 +4%
SIM
131
Sonora Investment Management
Arizona
$13K +$14.2K +480 New
BlackRock
132
BlackRock
New York
$12K -$5.92K -200 -30%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$8K +$4.5K +152 +98%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$6K -$255K -8,595 -97%
Simplex Trading
135
Simplex Trading
Illinois
$4K -$1.45K -49 -21%
NFG
136
Next Financial Group
Texas
$4K
RIA
137
Regal Investment Advisors
Michigan
$4K +$5.92K +200 New
MFS
138
MSI Financial Services
Massachusetts
$2K -$3.64K -123 -64%
GAM
139
Gemmer Asset Management
California
$2K
TWA
140
TCI Wealth Advisors
Arizona
$2K
W
141
Wealthfront
California
$2K +$2.81K +95 New
HNB
142
Huntington National Bank
Ohio
$1K +$1.63K +55 New
PIA
143
Piedmont Investment Advisors
North Carolina
$624 +$741 +25 New
SPPAM
144
Summit Partners Public Asset Management
Massachusetts
-$3.26M -100,038 Closed
SFM
145
Systematic Financial Management
New Jersey
-$2.85M -87,555 Closed
CIBC World Market
146
CIBC World Market
Ontario, Canada
-$2.65M -81,222 Closed
EI
147
EAM Investors
California
-$2.57M -78,860 Closed
CAM
148
Cortina Asset Management
Wisconsin
-$1.84M -56,416 Closed
CWM
149
Concert Wealth Management
California
-$1.61M -49,361 Closed
JP Morgan Chase
150
JP Morgan Chase
New York
-$1.56M -47,857 Closed

EBIX Hedge Fund Activity: Q3 2015 in Review

143 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q3 2015, worth a combined $552M — down 17% from $665M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EBIX and 21 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 42 added.

The largest buyer was P2 Capital Partners, opening a new position worth an estimated $50.5M. The largest seller was New York State Common Retirement Fund, cutting an estimated $3.55M.

  • 143 institutional investors held Ebix Inc (EBIX) as of Q3 2015, down from 149 in Q2 2015.
  • Funds reported $552M of Ebix Inc stock for Q3 2015, down 17% quarter-over-quarter.
  • 21 funds opened new Ebix Inc positions in Q3 2015 and 27 closed out, a net change of -6 holders.
  • The largest Ebix Inc buyer in Q3 2015 was P2 Capital Partners, an estimated $50.5M added.
  • The largest Ebix Inc seller in Q3 2015 was New York State Common Retirement Fund, an estimated $3.55M sold.

Based on aggregated 13F filings for Q3 2015.