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EBIX

Ebix Inc

Delisted

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

168 hedge funds and large institutions have $686M invested in Ebix Inc in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

13% less funds holding

Funds holding: 193168 (-25)

26% less capital invested

Capital invested by funds: $923M → $686M (-$237M)

51% less call options, than puts

Call options by funds: $12M | Put options by funds: $24.2M

59% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 41

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
168
Holders Change
-25
Holders Change %
-12.95%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
58
Reduced
62
Closed
41
Calls
$12M
Puts
$24.2M
Net Calls
-$12.3M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
126
Public Employees Retirement Association of Colorado
Colorado
$149K
SA
127
SRH Advisors
Kansas
$139K +$16K +415 +11%
SG Americas Securities
128
SG Americas Securities
New York
$118K -$540K -13,987 -79%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$103K
MOACM
130
Mutual of America Capital Management
New York
$101K +$8.26K +214 +7%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$97K -$499K -12,927 -81%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$81.4K -$28.9K -750 -23%
AIP
133
Ameritas Investment Partners
Nebraska
$73K +$7.71K +200 +10%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$52K +$7.21K +187 +13%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$40K +$46.3K +1,200 +2,400%
Federated Hermes
136
Federated Hermes
Pennsylvania
$32K -$110K -2,851 -74%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$32K -$62.3K -1,614 -62%
AS
138
Altshuler Shaham
Israel
$31K +$36.8K +954 New
TSW
139
Thompson Siegel & Walmsley
Virginia
$30K
US Bancorp
140
US Bancorp
Minnesota
$25K
PHK
141
Point72 Hong Kong
Hong Kong
$22K +$20.5K +531 +356%
1IA
142
1834 Investment Advisors
Wisconsin
$22K +$27K +700 New
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$21K +$21.7K +563 +503%
HI
144
Harbour Investments
Wisconsin
$18K +$22.1K +572 New
SWA
145
Sutton Wealth Advisors
Florida
$12.4K
VCM
146
Versant Capital Management
Arizona
$12K
AWA
147
Arkadios Wealth Advisors
Georgia
$11K
PWMG
148
Prestige Wealth Management Group
New Jersey
$10K -$9.61K -249 -43%
JCM
149
Jacobi Capital Management
Pennsylvania
$8K
SFS
150
Sowell Financial Services
Arkansas
$7K -$1K -26 -11%

EBIX Hedge Fund Activity: Q1 2021 in Review

168 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q1 2021, worth a combined $686M — down 26% from $923M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EBIX and 17 opened new positions — a net loss of 24 holders — while 62 trimmed existing stakes and 58 added.

The largest buyer was Fred Alger Management, adding an estimated $14.3M. The largest seller was P2 Capital Partners, exiting entirely with an estimated $41.6M sold.

  • 168 institutional investors held Ebix Inc (EBIX) as of Q1 2021, down from 193 in Q4 2020.
  • Funds reported $686M of Ebix Inc stock for Q1 2021, down 26% quarter-over-quarter.
  • 17 funds opened new Ebix Inc positions in Q1 2021 and 41 closed out, a net change of -24 holders.
  • The largest Ebix Inc buyer in Q1 2021 was Fred Alger Management, an estimated $14.3M added.
  • The largest Ebix Inc seller in Q1 2021 was P2 Capital Partners, an estimated $41.6M sold.

Based on aggregated 13F filings for Q1 2021.