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EBIX

Ebix Inc

Delisted

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

158 hedge funds and large institutions have $505M invested in Ebix Inc in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 170158 (-12)

21% less capital invested

Capital invested by funds: $641M → $505M (-$136M)

49% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $13.9M

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
158
Holders Change
-12
Holders Change %
-7.06%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
55
Reduced
52
Closed
23
Calls
$7.11M
Puts
$13.9M
Net Calls
-$6.77M
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
126
PEAK6 Investments
Illinois
$89K +$97.2K +3,317 New
MOACM
127
Mutual of America Capital Management
New York
$86K -$4.89K -167 -5%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$86K
AIP
129
Ameritas Investment Partners
Nebraska
$61K
CG
130
Cutler Group
California
$58K -$174K -5,942 -73%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$56K +$7K +239 +13%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$33K -$469 -16 -1%
BCM
133
Blume Capital Management
California
$27K +$29.3K +1,000 New
TSW
134
Thompson Siegel & Walmsley
Virginia
$25K
US Bancorp
135
US Bancorp
Minnesota
$21K
TRCT
136
Tower Research Capital (TRC)
New York
$20K -$27.5K -939 -55%
MAM
137
Meeder Asset Management
Ohio
$18K -$1.11K -38 -5%
HI
138
Harbour Investments
Wisconsin
$15K +$29 +1 +0.2%
1IA
139
1834 Investment Advisors
Wisconsin
$13K +$5.86K +200 +67%
SWA
140
Sutton Wealth Advisors
Florida
$10.4K
PWMG
141
Prestige Wealth Management Group
New Jersey
$9K
AWA
142
Arkadios Wealth Advisors
Georgia
$9K +$29 +1 +0.3%
JCM
143
Jacobi Capital Management
Pennsylvania
$7K
Fidelity Investments
144
Fidelity Investments
Massachusetts
$5K -$5.42M -185,099 -100%
S
145
SignatureFD
Georgia
$4K -$59 -2 -1%
CFGS
146
Concourse Financial Group Securities
Alabama
$4K
NFG
147
Next Financial Group
Texas
$3K
ST
148
Sageworth Trust
Pennsylvania
$3K
PFBT
149
Parkside Financial Bank & Trust
Missouri
$3K +$147 +5 +5%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$2K

EBIX Hedge Fund Activity: Q3 2021 in Review

158 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q3 2021, worth a combined $505M — down 21% from $641M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of EBIX and 11 opened new positions — a net loss of 12 holders — while 52 trimmed existing stakes and 55 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.6M. The largest seller was Fidelity Investments, cutting an estimated $5.42M.

  • 158 institutional investors held Ebix Inc (EBIX) as of Q3 2021, down from 170 in Q2 2021.
  • Funds reported $505M of Ebix Inc stock for Q3 2021, down 21% quarter-over-quarter.
  • 11 funds opened new Ebix Inc positions in Q3 2021 and 23 closed out, a net change of -12 holders.
  • The largest Ebix Inc buyer in Q3 2021 was JP Morgan Chase, an estimated $2.6M added.
  • The largest Ebix Inc seller in Q3 2021 was Fidelity Investments, an estimated $5.42M sold.

Based on aggregated 13F filings for Q3 2021.