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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
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.3K +$34.2K +1,200 +63%
AIP
127
Ameritas Investment Partners
Nebraska
$40K – – –
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$30K – – –
US Bancorp
129
US Bancorp
Minnesota
$26K -$18.6K -654 -28%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$17K +$4.99K +175 +18%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$17K +$17.3K +606 +111%
FG
132
Formula Growth
Quebec, Canada
$17K +$32.3K +1,132 New
TSW
133
Thompson Siegel & Walmsley
Virginia
$14K – – –
GRP
134
Global Retirement Partners
California
$12K +$4.99K +175 +29%
S
135
SignatureFD
Georgia
$10K -$6.04K -212 -24%
LIA
136
LS Investment Advisors
Michigan
$10K – – –
VCM
137
Versant Capital Management
Arizona
$6K +$5.45K +191 +78%
SFS
138
Sowell Financial Services
Arkansas
$4K +$770 +27 +13%
JCM
139
Jacobi Capital Management
Pennsylvania
$4K +$7.13K +250 New
SWA
140
Sutton Wealth Advisors
Florida
$3.64K -$5.53K -194 -45%
PFBT
141
Parkside Financial Bank & Trust
Missouri
$3K -$969 -34 -16%
GT
142
Glenmede Trust
Pennsylvania
$3K – – –
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$2K -$80K -2,805 -93%
NFG
144
Next Financial Group
Texas
$2K -$2.05K -72 -42%
AP
145
Atwood & Palmer
Missouri
$2K – – –
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
TFO
147
Tarbox Family Office
California
$2K +$770 +27 +34%
HFA
148
HC Financial Advisors
California
$2K +$2.85K +100 New
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$2K +$2.85K +100 New
SIM
150
Sonora Investment Management
Arizona
$1K – – –
4 5
6
7 8

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.