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EBIX

Ebix Inc

Delisted

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

151 hedge funds and large institutions have $373M invested in Ebix Inc in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

470% more call options, than puts

Call options by funds: $50M | Put options by funds: $8.78M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

5% less funds holding

Funds holding: 159151 (-8)

5% less capital invested

Capital invested by funds: $395M → $373M (-$21.3M)

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

Holders
151
Holders Change
-8
Holders Change %
-5.03%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
51
Reduced
47
Closed
30
Calls
$50M
Puts
$8.78M
Net Calls
+$41.3M
Net Calls Change
+$30.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
126
GHP Investment Advisors
Colorado
$15.2K
ASN
127
Advisory Services Network
Georgia
$14.7K +$14.2K +734 New
MCC
128
Money Concepts Capital
Florida
$11.7K +$11.3K +585 New
Jones Financial Companies
129
Jones Financial Companies
Missouri
$6K +$6K +310 New
GRP
130
Global Retirement Partners
California
$5.49K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.02K +208 +945%
FWA
132
Freedom Wealth Alliance
Wisconsin
$4.87K +$4.72K +244 New
Balyasny Asset Management
133
Balyasny Asset Management
Illinois
$4.37K -$611K -31,573 -99%
QL
134
Quarry LP
New York
$4.33K +$4.2K +217 New
BAM
135
Belpointe Asset Management
Nevada
$4.07K +$3.95K +204 New
TWA
136
TCI Wealth Advisors
Arizona
$4.01K +$252 +13 +7%
LC
137
Lindbrook Capital
California
$3.63K +$3.39K +175 +2,500%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$3.61K
S
139
SignatureFD
Georgia
$2.33K
TRCT
140
Tower Research Capital (TRC)
New York
$2K -$233K -12,053 -99%
CSB
141
City State Bank
Iowa
$2K
PFBT
142
Parkside Financial Bank & Trust
Missouri
$1.12K -$600 -31 -36%
GWM
143
Geneos Wealth Management
Colorado
$998
KFI
144
Key Financial Inc
Pennsylvania
$911
HNB
145
Huntington National Bank
Ohio
$599 -$5.01K -259 -90%
BIA
146
Bell Investment Advisors
California
$539 +$522 +27 New
VCM
147
Versant Capital Management
Arizona
$519 -$2.57K -133 -84%
FMII
148
Farmers & Merchants Investments Inc
Nebraska
$319
SWA
149
Sutton Wealth Advisors
Florida
$180 -$11.4K -591 -99%
WA
150
Wasatch Advisors
Utah
-$20.8M -1,096,916 Closed

EBIX Hedge Fund Activity: Q4 2022 in Review

151 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q4 2022, worth a combined $373M — down 5.4% from $395M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EBIX and 23 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 51 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $7.72M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $20.8M sold.

  • 151 institutional investors held Ebix Inc (EBIX) as of Q4 2022, down from 159 in Q3 2022.
  • Funds reported $373M of Ebix Inc stock for Q4 2022, down 5.4% quarter-over-quarter.
  • 23 funds opened new Ebix Inc positions in Q4 2022 and 30 closed out, a net change of -7 holders.
  • The largest Ebix Inc buyer in Q4 2022 was D.E. Shaw & Co, an estimated $7.72M added.
  • The largest Ebix Inc seller in Q4 2022 was Wasatch Advisors, an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2022.