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EBIX

Ebix Inc

Delisted

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

175 hedge funds and large institutions have $1.63B invested in Ebix Inc in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

26% more capital invested

Capital invested by funds: $1.29B → $1.63B (+$337M)

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

3% more funds holding

Funds holding: 170175 (+5)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

31% less call options, than puts

Call options by funds: $9.13M | Put options by funds: $13.2M

Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
3.97%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
28
Increased
57
Reduced
57
Closed
23
Calls
$9.13M
Puts
$13.2M
Net Calls
-$4.1M
Net Calls Change
-$7.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
151
Catalyst Capital Advisors
New York
$61K
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$38K +$16.9K +232 +92%
VCM
153
Versant Capital Management
Arizona
$24K -$11.3K -155 -33%
RWA
154
Ropes Wealth Advisors
Massachusetts
$23K
Citigroup
155
Citigroup
New York
$21K -$372K -5,119 -95%
SWA
156
Sutton Wealth Advisors
Florida
$19.3K
RE
157
RBC Europe
United Kingdom
$18.6K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$16K
PFBT
159
Parkside Financial Bank & Trust
Missouri
$15K
IA
160
IFP Advisors
Florida
$11K
PA
161
Parallel Advisors
California
$10K
AIM
162
Advantage Investment Management
Iowa
$9K -$6.91K -95 -47%
CG
163
Cutler Group
California
$8K -$81.3K -1,119 -92%
MWM
164
Mascoma Wealth Management
New Hampshire
$8K
SIM
165
Sonora Investment Management
Arizona
$7.92K
STA
166
Summit Trail Advisors
New York
$5K +$4.43K +61 New
BTIS
167
BB&T Investment Services
North Carolina
$4K
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$4K +$3.85K +53 New
TWA
169
TCI Wealth Advisors
Arizona
$3K
QCG
170
Quadrant Capital Group
Ohio
$2K
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.89K +26 New
AssetMark Inc
172
AssetMark Inc
California
$1K +$509 +7 New
HMS
173
Hanseatic Management Services
New Mexico
$1K +$1.09K +15 New
Walleye Trading
174
Walleye Trading
New York
$172 -$15.7K -216 -9%
PCG
175
Private Capital Group
Connecticut
$4 +$3.42K +47 New

EBIX Hedge Fund Activity: Q4 2017 in Review

175 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q4 2017, worth a combined $1.63B — up 26% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EBIX positions and 23 closed out — a net gain of 5 holders — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Castleark Management, opening a new position worth an estimated $14.1M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $4.53M sold.

  • 175 institutional investors held Ebix Inc (EBIX) as of Q4 2017, up from 170 in Q3 2017.
  • Funds reported $1.63B of Ebix Inc stock for Q4 2017, up 26% quarter-over-quarter.
  • 28 funds opened new Ebix Inc positions in Q4 2017 and 23 closed out, a net change of +5 holders.
  • The largest Ebix Inc buyer in Q4 2017 was Castleark Management, an estimated $14.1M added.
  • The largest Ebix Inc seller in Q4 2017 was Marshall Wace North America, an estimated $4.53M sold.

Based on aggregated 13F filings for Q4 2017.