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EBIX

Ebix Inc

Delisted

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

186 hedge funds and large institutions have $1.17B invested in Ebix Inc in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

51% more call options, than puts

Call options by funds: $24M | Put options by funds: $15.9M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 173186 (+13)

2% less capital invested

Capital invested by funds: $1.2B → $1.17B (-$26.7M)

28% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 69

Holders
186
Holders Change
+13
Holders Change %
+7.51%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
36
Increased
50
Reduced
69
Closed
19
Calls
$24M
Puts
$15.9M
Net Calls
+$8.15M
Net Calls Change
+$956K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$270M -$7.89M -135,784 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M +$4.75M +81,759 +4%
BFA
3
BlackRock Fund Advisors
California
$106M +$11.9M +205,205 +12%
PCP
4
P2 Capital Partners
New York
$92.4M -$853K -14,690 -0.9%
First Trust Advisors
5
First Trust Advisors
Illinois
$36.1M +$2.79M +47,959 +8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$33.8M -$3.76M -64,716 -10%
BIT
7
BlackRock Institutional Trust
California
$33.1M -$343K -5,900 -1%
State Street
8
State Street
Massachusetts
$32.6M +$990K +17,035 +3%
JIR
9
James Investment Research
Ohio
$31M +$8.45M +145,413 +36%
ACM
10
Ashford Capital Management
Delaware
$27.5M -$1.03M -17,654 -4%
Northern Trust
11
Northern Trust
Illinois
$25.9M -$259K -4,467 -1%
Ameriprise
12
Ameriprise
Minnesota
$20.5M -$5.36M -92,245 -20%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$18.5M -$607K -10,445 -3%
AP
14
Atwood & Palmer
Missouri
$18M +$207K +3,564 +1%
Invesco
15
Invesco
Georgia
$17M -$1.47M -25,328 -8%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$16.9M +$1.55M +26,674 +10%
WC
17
Weatherbie Capital
Massachusetts
$16.9M +$8.8M +151,555 +105%
WA
18
Wasatch Advisors
Utah
$15.2M -$155K -2,662 -1%
HW
19
Hancock Whitney
Mississippi
$13M -$581K -10,000 -4%
BCG
20
Barington Capital Group
New York
$11.2M -$547K -9,421 -5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$10.6M +$377K +6,485 +4%
Principal Financial Group
22
Principal Financial Group
Iowa
$10.3M +$610K +10,502 +6%
Norges Bank
23
Norges Bank
Norway
$7.92M +$639K +11,000 +9%
BIM
24
BlackRock Investment Management
Delaware
$7.07M +$1.11M +19,175 +18%
Morgan Stanley
25
Morgan Stanley
New York
$7.06M -$2.62M -45,124 -27%

EBIX Hedge Fund Activity: Q4 2016 in Review

186 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q4 2016, worth a combined $1.17B — down 2.2% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EBIX positions and 19 closed out — a net gain of 17 holders — while 50 added to existing stakes and 69 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $11.9M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $20.3M sold.

  • 186 institutional investors held Ebix Inc (EBIX) as of Q4 2016, up from 173 in Q3 2016.
  • Funds reported $1.17B of Ebix Inc stock for Q4 2016, down 2.2% quarter-over-quarter.
  • 36 funds opened new Ebix Inc positions in Q4 2016 and 19 closed out, a net change of +17 holders.
  • The largest Ebix Inc buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $11.9M added.
  • The largest Ebix Inc seller in Q4 2016 was Manulife (Manufacturers Life Insurance), an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2016.