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EBIX

Ebix Inc

Delisted

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

130 hedge funds and large institutions have $274M invested in Ebix Inc in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

8% more capital invested

Capital invested by funds: $253M → $274M (+$20.8M)

10% less funds holding

Funds holding: 144130 (-14)

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

79% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $67.8M

Holders
130
Holders Change
-14
Holders Change %
-9.72%
% of All Funds
4.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
41
Closed
29
Calls
$14.5M
Puts
$67.8M
Net Calls
-$53.3M
Net Calls Change
-$43.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Pentwater Capital Management
Florida
$34.9M +$21.3M +1,956,700 +126%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$28.1M +$1.09M +100,000 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.9M +$490K +45,098 +2%
KAM
4
Knightsbridge Asset Management
California
$17.3M +$19M +1,745,110 New
BFA
5
BlackRock Fund Advisors
California
$16.7M +$1.71M +157,529 +10%
WCM
6
Wedge Capital Management
North Carolina
$15.9M +$18.9K +1,734 +0.1%
RP
7
Riverbridge Partners
Minnesota
$12.4M +$262K +24,059 +2%
First Trust Advisors
8
First Trust Advisors
Illinois
$11.2M +$5.65M +519,846 +86%
WA
9
Wasatch Advisors
Utah
$10.2M +$2.91M +267,178 +35%
BIT
10
BlackRock Institutional Trust
California
$8.49M -$350K -32,171 -4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$7.69M -$294K -27,035 -3%
Northern Trust
12
Northern Trust
Illinois
$7.33M -$1.53M -141,109 -16%
State Street
13
State Street
Massachusetts
$6.99M +$763K +70,149 +11%
Morgan Stanley
14
Morgan Stanley
New York
$6.05M +$3.55M +326,376 +116%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.3M +$815K +74,965 +16%
Wells Fargo
16
Wells Fargo
California
$5.08M -$986K -90,658 -15%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$4.22M +$4.56M +419,600 +8,928%
CS
18
Credit Suisse
Switzerland
$2.72M +$2.07M +190,178 +227%
Norges Bank
19
Norges Bank
Norway
$2.65M
Wellington Management Group
20
Wellington Management Group
Massachusetts
$2.49M -$195K -17,930 -7%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.46M -$2.49M -228,949 -48%
Principal Financial Group
22
Principal Financial Group
Iowa
$1.87M +$46.9K +4,313 +2%
KSC
23
Kendall Square Capital
California
$1.87M +$2.04M +187,907 New
Group One Trading
24
Group One Trading
Illinois
$1.73M +$178K +16,398 +10%
Ameriprise
25
Ameriprise
Minnesota
$1.7M +$546K +50,221 +41%

EBIX Hedge Fund Activity: Q3 2013 in Review

130 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q3 2013, worth a combined $274M — up 8.2% from $253M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of EBIX and 17 opened new positions — a net loss of 12 holders — while 41 trimmed existing stakes and 53 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $29.1M. The largest seller was Bank of Montreal, cutting an estimated $20.7M.

  • 130 institutional investors held Ebix Inc (EBIX) as of Q3 2013, down from 144 in Q2 2013.
  • Funds reported $274M of Ebix Inc stock for Q3 2013, up 8.2% quarter-over-quarter.
  • 17 funds opened new Ebix Inc positions in Q3 2013 and 29 closed out, a net change of -12 holders.
  • The largest Ebix Inc buyer in Q3 2013 was Manulife (Manufacturers Life Insurance), an estimated $29.1M added.
  • The largest Ebix Inc seller in Q3 2013 was Bank of Montreal, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2013.