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EBIX

Ebix Inc

Delisted

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

168 hedge funds and large institutions have $686M invested in Ebix Inc in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

13% less funds holding

Funds holding: 193168 (-25)

26% less capital invested

Capital invested by funds: $923M → $686M (-$237M)

51% less call options, than puts

Call options by funds: $12M | Put options by funds: $24.2M

59% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 41

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
168
Holders Change
-25
Holders Change %
-12.95%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
58
Reduced
62
Closed
41
Calls
$12M
Puts
$24.2M
Net Calls
-$12.3M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
151
Atwood & Palmer
Missouri
$4K
CFGS
152
Concourse Financial Group Securities
Alabama
$4K
S
153
SignatureFD
Georgia
$4K
HFA
154
HC Financial Advisors
California
$3K
NFG
155
Next Financial Group
Texas
$3K
PFBT
156
Parkside Financial Bank & Trust
Missouri
$3K
SIM
157
Sonora Investment Management
Arizona
$3K
EVM
158
Eaton Vance Management
Massachusetts
$3K +$3.74K +97 New
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$3K +$3.86K +100 New
AIC
160
Ameritas Investment Company
Nebraska
$2.4K +$2.89K +75 New
KFI
161
Key Financial Inc
Pennsylvania
$2K
SCA
162
Stonebridge Capital Advisors
Minnesota
$2K +$2.39K +62 New
CC
163
Cypress Capital
Tennessee
$1K
GWM
164
Geneos Wealth Management
Colorado
$1K
FPS
165
Fieldpoint Private Securities
Connecticut
$1K +$1.16K +30 New
AIG
166
American International Group
New York
$563 -$6.71K -174 -1%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$192 -$31.6K -820 -12%
PCP
168
P2 Capital Partners
New York
-$41.6M -1,096,720 Closed
RA
169
Royce & Associates
New York
-$17.4M -457,055 Closed
HA
170
Heartland Advisors
Wisconsin
-$5.7M -150,000 Closed
AIA
171
Avalon Investment & Advisory
Texas
-$4.12M -108,544 Closed
CIS
172
Connors Investor Services
Pennsylvania
-$3.67M -96,754 Closed
PCM
173
Portolan Capital Management
Massachusetts
-$3.57M -93,952 Closed
Axa
174
Axa
France
-$2.67M -70,200 Closed
EGI
175
EAM Global Investors
California
-$2.15M -56,481 Closed

EBIX Hedge Fund Activity: Q1 2021 in Review

168 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q1 2021, worth a combined $686M — down 26% from $923M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EBIX and 17 opened new positions — a net loss of 24 holders — while 62 trimmed existing stakes and 58 added.

The largest buyer was Fred Alger Management, adding an estimated $14.3M. The largest seller was P2 Capital Partners, exiting entirely with an estimated $41.6M sold.

  • 168 institutional investors held Ebix Inc (EBIX) as of Q1 2021, down from 193 in Q4 2020.
  • Funds reported $686M of Ebix Inc stock for Q1 2021, down 26% quarter-over-quarter.
  • 17 funds opened new Ebix Inc positions in Q1 2021 and 41 closed out, a net change of -24 holders.
  • The largest Ebix Inc buyer in Q1 2021 was Fred Alger Management, an estimated $14.3M added.
  • The largest Ebix Inc seller in Q1 2021 was P2 Capital Partners, an estimated $41.6M sold.

Based on aggregated 13F filings for Q1 2021.