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EBIX

Ebix Inc

Delisted

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

135 hedge funds and large institutions have $620M invested in Ebix Inc in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital invested

Capital invested by funds: $390M → $620M (+$230M)

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

5% more funds holding

Funds holding: 129135 (+6)

37% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 57

57% less call options, than puts

Call options by funds: $7.66M | Put options by funds: $17.9M

Holders
135
Holders Change
+6
Holders Change %
+4.65%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
36
Reduced
57
Closed
20
Calls
$7.66M
Puts
$17.9M
Net Calls
-$10.3M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$167M +$39.3M +1,564,918 +40%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.9M -$284K -11,301 -0.5%
BFA
3
BlackRock Fund Advisors
California
$50.6M +$585K +23,307 +1%
First Trust Advisors
4
First Trust Advisors
Illinois
$27.1M -$3.17M -126,252 -12%
BIT
5
BlackRock Institutional Trust
California
$25M -$590K -23,477 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$23.1M -$133K -5,307 -0.7%
State Street
7
State Street
Massachusetts
$18.7M -$1.62M -64,490 -9%
ACM
8
Ashford Capital Management
Delaware
$15.9M +$13.2M +523,837 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.8M -$9.72M -387,056 -46%
Northern Trust
10
Northern Trust
Illinois
$12.2M +$320K +12,726 +3%
HW
11
Hancock Whitney
Mississippi
$11M -$6.3M -250,990 -41%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$10.9M -$2.44M -96,986 -21%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$10.4M +$6.21M +247,197 +259%
WA
14
Wasatch Advisors
Utah
$9.54M -$4.77M -190,005 -38%
Invesco
15
Invesco
Georgia
$8.35M +$2.61M +103,825 +61%
UBS Group
16
UBS Group
Switzerland
$5.86M -$4.4M -175,139 -48%
Norges Bank
17
Norges Bank
Norway
$5.76M -$2.03M -80,945 -30%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.71M +$201K +8,022 +4%
Principal Financial Group
19
Principal Financial Group
Iowa
$5.52M +$102K +4,075 +2%
CEI
20
Clark Estates Inc
New York
$5.41M
RA
21
Royce & Associates
New York
$5.01M +$221K +8,800 +6%
Ameriprise
22
Ameriprise
Minnesota
$4.98M +$873K +34,766 +27%
Morgan Stanley
23
Morgan Stanley
New York
$4.83M +$1.2M +47,806 +43%
BCM
24
Bridgeway Capital Management
Texas
$4.56M
MCM
25
McKinley Capital Management
Alaska
$4.16M +$3.44M +136,929 New

EBIX Hedge Fund Activity: Q1 2015 in Review

135 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q1 2015, worth a combined $620M — up 59% from $390M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EBIX positions and 20 closed out — a net gain of 7 holders — while 36 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $39.3M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $28M.

  • 135 institutional investors held Ebix Inc (EBIX) as of Q1 2015, up from 129 in Q4 2014.
  • Funds reported $620M of Ebix Inc stock for Q1 2015, up 59% quarter-over-quarter.
  • 27 funds opened new Ebix Inc positions in Q1 2015 and 20 closed out, a net change of +7 holders.
  • The largest Ebix Inc buyer in Q1 2015 was Fidelity Investments, an estimated $39.3M added.
  • The largest Ebix Inc seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $28M sold.

Based on aggregated 13F filings for Q1 2015.