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EBIX

Ebix Inc

Delisted

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

143 hedge funds and large institutions have $257M invested in Ebix Inc in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $9.04M

5% less funds holding

Funds holding: 151143 (-8)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

25% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 56

31% less capital invested

Capital invested by funds: $373M → $257M (-$116M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
143
Holders Change
-8
Holders Change %
-5.3%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
42
Reduced
56
Closed
28
Calls
$9.89M
Puts
$9.04M
Net Calls
+$852K
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
126
GHP Investment Advisors
Colorado
$10K
US Bancorp
127
US Bancorp
Minnesota
$4.51K -$36.3K -2,084 -86%
GRP
128
Global Retirement Partners
California
$4.33K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$3.38K +$1.3K +75 +41%
CG
130
Cutler Group
California
$3K -$132K -7,564 -97%
BAM
131
Belpointe Asset Management
Nevada
$2.69K
VCM
132
Versant Capital Management
Arizona
$2.17K +$2.42K +139 +535%
AAS
133
Ameritas Advisory Services
Nebraska
$1.25K +$1.3K +75 New
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$1K -$2.63K -151 -66%
CSB
135
City State Bank
Iowa
$1K
HGERS
136
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1.74K +100 New
GWM
137
Geneos Wealth Management
Colorado
$660
KFI
138
Key Financial Inc
Pennsylvania
$633
CWA
139
Clearview Wealth Advisors
Oregon
$448 +$591 +34 New
HNB
140
Huntington National Bank
Ohio
$396
FMII
141
Farmers & Merchants Investments Inc
Nebraska
$211
PFBT
142
Parkside Financial Bank & Trust
Missouri
$119 -$818 -47 -84%
CAM
143
Congress Asset Management
Massachusetts
-$2.62M -131,498 Closed
MAG
144
Millrace Asset Group
Pennsylvania
-$1.8M -90,415 Closed
Walleye Trading
145
Walleye Trading
New York
-$1.25M -62,640 Closed
State Board of Administration of Florida Retirement System
146
State Board of Administration of Florida Retirement System
Florida
-$640K -32,040 Closed
Belvedere Trading
147
Belvedere Trading
Illinois
-$512K -29,459 Closed
DC
148
Diametric Capital
Massachusetts
-$546K -27,336 Closed
AWS
149
Atria Wealth Solutions
New York
-$516K -25,860 Closed
PI
150
PEAK6 Investments
Illinois
-$486K -24,341 Closed

EBIX Hedge Fund Activity: Q1 2023 in Review

143 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q1 2023, worth a combined $257M — down 31% from $373M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of EBIX and 21 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 42 added.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $4.49M. The largest seller was Millennium Management, cutting an estimated $6.82M.

  • 143 institutional investors held Ebix Inc (EBIX) as of Q1 2023, down from 151 in Q4 2022.
  • Funds reported $257M of Ebix Inc stock for Q1 2023, down 31% quarter-over-quarter.
  • 21 funds opened new Ebix Inc positions in Q1 2023 and 28 closed out, a net change of -7 holders.
  • The largest Ebix Inc buyer in Q1 2023 was AQR Capital Management, an estimated $4.49M added.
  • The largest Ebix Inc seller in Q1 2023 was Millennium Management, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2023.