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EBIX

Ebix Inc

Delisted

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

151 hedge funds and large institutions have $883M invested in Ebix Inc in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $10.4M

21% more capital invested

Capital invested by funds: $729M → $883M (+$154M)

1% more funds holding

Funds holding: 149151 (+2)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
23
Increased
49
Reduced
59
Closed
21
Calls
$12.8M
Puts
$10.4M
Net Calls
+$2.4M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
126
Canada Life
Manitoba, Canada
$70K
MOACM
127
Mutual of America Capital Management
New York
$59K
AIP
128
Ameritas Investment Partners
Nebraska
$50K
MFS
129
MSI Financial Services
Massachusetts
$47K +$6.22K +178 +18%
LIA
130
LS Investment Advisors
Michigan
$37K
Victory Capital Management
131
Victory Capital Management
Texas
$36K -$34.5K -988 -53%
Creative Planning
132
Creative Planning
Kansas
$34K +$6.99K +200 +31%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$31K -$2.55K -73 -9%
AAM
134
Advisors Asset Management
Colorado
$31K +$26.5K +758 New
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$25K
AIM
136
Acrospire Investment Management
Illinois
$24K +$20.4K +583 New
VCM
137
Versant Capital Management
Arizona
$23K -$5.62K -161 -22%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$20K
CG
139
Cutler Group
California
$19K -$608K -17,410 -97%
HW
140
Hancock Whitney
Mississippi
$14.3K -$545K -15,610 -4%
SWA
141
Sutton Wealth Advisors
Florida
$9.95K +$8.52K +244 New
NFG
142
Next Financial Group
Texas
$8K
GWM
143
Geneos Wealth Management
Colorado
$8K +$6.99K +200 New
ZB
144
Zions Bancorporation
Utah
$8K +$6.99K +200 New
Geode Capital Management
145
Geode Capital Management
Massachusetts
$7.35K +$190K +5,432 +3%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$7K -$30K -860 -83%
GAM
147
Gemmer Asset Management
California
$3K
TWA
148
TCI Wealth Advisors
Arizona
$2K +$1.54K +44 New
PIA
149
Piedmont Investment Advisors
North Carolina
$1.02K
HMS
150
Hanseatic Management Services
New Mexico
$1K -$244 -7 -29%

EBIX Hedge Fund Activity: Q1 2016 in Review

151 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q1 2016, worth a combined $883M — up 21% from $729M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EBIX positions and 21 closed out — a net gain of 2 holders — while 49 added to existing stakes and 59 trimmed.

The largest buyer was Atwood & Palmer, opening a new position worth an estimated $10.7M. The largest seller was First Trust Advisors, cutting an estimated $17M.

  • 151 institutional investors held Ebix Inc (EBIX) as of Q1 2016, up from 149 in Q4 2015.
  • Funds reported $883M of Ebix Inc stock for Q1 2016, up 21% quarter-over-quarter.
  • 23 funds opened new Ebix Inc positions in Q1 2016 and 21 closed out, a net change of +2 holders.
  • The largest Ebix Inc buyer in Q1 2016 was Atwood & Palmer, an estimated $10.7M added.
  • The largest Ebix Inc seller in Q1 2016 was First Trust Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2016.