Ebix Inc
EBIX
EBIX was delisted on the 27th of December, 2023.
158 hedge funds and large institutions have $505M invested in Ebix Inc in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 23 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 52
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 170 → 158 (-12)
21% less capital invested
Capital invested by funds: $641M → $505M (-$136M)
49% less call options, than puts
Call options by funds: $7.11M | Put options by funds: $13.9M
52% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.6M |
| 2 |
State Street
Boston,
Massachusetts
|
+$1.78M |
| 3 |
TFCM
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
+$1.67M |
| 4 |
Morgan Stanley
New York
|
+$1.63M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.42M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$4.91M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.5M |
| 4 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$2.19M |
| 5 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$1.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWA
176
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2K | -59 | Closed |
|
|
EVM
177
Eaton Vance Management
Boston,
Massachusetts
| – | -$1.17K | -40 | -4% |
|
|
CC
178
Cypress Capital
Franklin,
Tennessee
| – | -$1K | -30 | Closed |
|
179
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -7 | Closed |
|
|
PA
180
Parallel Advisors
San Francisco,
California
| – | +$469 | +16 | New |
|
EBIX Hedge Fund Activity: Q3 2021 in Review
158 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q3 2021, worth a combined $505M — down 21% from $641M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of EBIX and 11 opened new positions — a net loss of 12 holders — while 52 trimmed existing stakes and 55 added.
The largest buyer was JP Morgan Chase, adding an estimated $2.6M. The largest seller was Fidelity Investments, cutting an estimated $5.42M.
- 158 institutional investors held Ebix Inc (EBIX) as of Q3 2021, down from 170 in Q2 2021.
- Funds reported $505M of Ebix Inc stock for Q3 2021, down 21% quarter-over-quarter.
- 11 funds opened new Ebix Inc positions in Q3 2021 and 23 closed out, a net change of -12 holders.
- The largest Ebix Inc buyer in Q3 2021 was JP Morgan Chase, an estimated $2.6M added.
- The largest Ebix Inc seller in Q3 2021 was Fidelity Investments, an estimated $5.42M sold.
Based on aggregated 13F filings for Q3 2021.