We are live on ! Find out more
EBIX

Ebix Inc

Delisted

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

160 hedge funds and large institutions have $592M invested in Ebix Inc in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $505M → $592M (+$87.4M)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

1% more funds holding

Funds holding: 158160 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

65% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $18.1M

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
58
Reduced
52
Closed
18
Calls
$6.33M
Puts
$18.1M
Net Calls
-$11.8M
Net Calls Change
-$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
126
Mutual of America Capital Management
New York
$99K +$2.52K +79 +2%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$98K
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$70K +$7.37K +231 +11%
AIP
129
Ameritas Investment Partners
Nebraska
$69K
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$40K +$2.77K +87 +7%
EVM
131
Eaton Vance Management
Massachusetts
$39K +$7.4K +232 +22%
SCA
132
Sandy Cove Advisors
Massachusetts
$33K +$34.8K +1,090 New
BCM
133
Blume Capital Management
California
$30K
TRCT
134
Tower Research Capital (TRC)
New York
$27K +$4.37K +137 +18%
Walleye Trading
135
Walleye Trading
New York
$27K +$27.9K +875 New
CMF
136
Counterpoint Mutual Funds
California
$26K +$27.1K +848 New
US Bancorp
137
US Bancorp
Minnesota
$25K +$829 +26 +3%
SOW
138
State of Wyoming
Wyoming
$18K +$19K +596 New
SWA
139
Sutton Wealth Advisors
Florida
$11.9K +$191 +6 +2%
PWMG
140
Prestige Wealth Management Group
New Jersey
$10K
FPS
141
Fieldpoint Private Securities
Connecticut
$7K +$6.38K +200 +1,333%
S
142
SignatureFD
Georgia
$5K
CWS
143
Confluence Wealth Services
Pennsylvania
$5K +$5.84K +183 New
SFM
144
Signet Financial Management
New Jersey
$4K +$3.73K +117 New
NFG
145
Next Financial Group
Texas
$3K
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$3K
PFBT
147
Parkside Financial Bank & Trust
Missouri
$3K +$159 +5 +5%
STCOSD
148
Sageworth Trust Company of South Dakota
South Dakota
$3K +$2.81K +88 New
CSB
149
City State Bank
Iowa
$3K +$2.87K +90 New
MAM
150
Meeder Asset Management
Ohio
$2K -$20.4K -638 -92%

EBIX Hedge Fund Activity: Q4 2021 in Review

160 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q4 2021, worth a combined $592M — up 17% from $505M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EBIX positions and 18 closed out — a net gain of 3 holders — while 58 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.3M. The largest seller was LSV Asset Management, cutting an estimated $5.64M.

  • 160 institutional investors held Ebix Inc (EBIX) as of Q4 2021, up from 158 in Q3 2021.
  • Funds reported $592M of Ebix Inc stock for Q4 2021, up 17% quarter-over-quarter.
  • 21 funds opened new Ebix Inc positions in Q4 2021 and 18 closed out, a net change of +3 holders.
  • The largest Ebix Inc buyer in Q4 2021 was Fidelity Investments, an estimated $12.3M added.
  • The largest Ebix Inc seller in Q4 2021 was LSV Asset Management, an estimated $5.64M sold.

Based on aggregated 13F filings for Q4 2021.