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EBIX

Ebix Inc

Delisted

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

173 hedge funds and large institutions have $1.2B invested in Ebix Inc in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $11.6M

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

17% more capital invested

Capital invested by funds: $1.03B → $1.2B (+$173M)

2% more funds holding

Funds holding: 169173 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

43% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 79

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
4.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
24
Increased
45
Reduced
79
Closed
19
Calls
$18.8M
Puts
$11.6M
Net Calls
+$7.2M
Net Calls Change
+$900K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$277M -$9.47M -173,167 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$109M +$2.14M +39,060 +2%
BFA
3
BlackRock Fund Advisors
California
$93.6M -$479K -8,766 -0.5%
PCP
4
P2 Capital Partners
New York
$92.9M +$526K +9,626 +0.6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$37.4M -$3.95M -72,165 -10%
BIT
6
BlackRock Institutional Trust
California
$33.3M -$1.94M -35,442 -6%
First Trust Advisors
7
First Trust Advisors
Illinois
$33.2M -$3.82M -69,897 -11%
State Street
8
State Street
Massachusetts
$31.6M +$165K +3,020 +0.5%
ACM
9
Ashford Capital Management
Delaware
$28.4M -$2.04M -37,403 -7%
Northern Trust
10
Northern Trust
Illinois
$26.1M -$411K -7,512 -2%
Ameriprise
11
Ameriprise
Minnesota
$25.6M +$513K +9,379 +2%
JIR
12
James Investment Research
Ohio
$22.7M +$10.1M +184,739 +86%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.3M +$3.48M +63,589 +22%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$19M -$437K -7,987 -2%
Invesco
15
Invesco
Georgia
$18.4M +$459K +8,398 +3%
AP
16
Atwood & Palmer
Missouri
$17.7M -$156K -2,847 -0.9%
GIM
17
Granahan Investment Management
Massachusetts
$17M -$6.51M -119,140 -28%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$15.4M +$377K +6,903 +3%
WA
19
Wasatch Advisors
Utah
$15.3M -$3.14M -57,472 -18%
HW
20
Hancock Whitney
Mississippi
$13.5M -$1.36M -24,830 -9%
BCG
21
Barington Capital Group
New York
$11.7M -$711K -13,000 -6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$10.2M -$102K -1,862 -1%
Principal Financial Group
23
Principal Financial Group
Iowa
$9.69M -$853K -15,611 -8%
Morgan Stanley
24
Morgan Stanley
New York
$9.6M +$3.29M +60,190 +55%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$8.38M -$394K -7,200 -5%

EBIX Hedge Fund Activity: Q3 2016 in Review

173 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q3 2016, worth a combined $1.2B — up 17% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EBIX positions and 19 closed out — a net gain of 5 holders — while 45 added to existing stakes and 79 trimmed.

The largest buyer was James Investment Research, adding an estimated $10.1M. The largest seller was Fidelity Investments, cutting an estimated $9.47M.

  • 173 institutional investors held Ebix Inc (EBIX) as of Q3 2016, up from 169 in Q2 2016.
  • Funds reported $1.2B of Ebix Inc stock for Q3 2016, up 17% quarter-over-quarter.
  • 24 funds opened new Ebix Inc positions in Q3 2016 and 19 closed out, a net change of +5 holders.
  • The largest Ebix Inc buyer in Q3 2016 was James Investment Research, an estimated $10.1M added.
  • The largest Ebix Inc seller in Q3 2016 was Fidelity Investments, an estimated $9.47M sold.

Based on aggregated 13F filings for Q3 2016.