We are live on ! Find out more
EBIX

Ebix Inc

Delisted

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

170 hedge funds and large institutions have $1.29B invested in Ebix Inc in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $13M | Put options by funds: $9.74M

33% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 51

22% more capital invested

Capital invested by funds: $1.06B → $1.29B (+$233M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 174170 (-4)

Holders
170
Holders Change
-4
Holders Change %
-2.3%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
68
Reduced
51
Closed
26
Calls
$13M
Puts
$9.74M
Net Calls
+$3.25M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$307M -$1.49M -25,786 -0.5%
BlackRock
2
BlackRock
New York
$181M +$4.72M +81,886 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$137M -$159K -2,752 -0.1%
SDJVC
4
St. Denis J. Villere & Co
Louisiana
$59.6M +$18.7M +324,950 +55%
First Trust Advisors
5
First Trust Advisors
Illinois
$52.4M -$5.07M -87,999 -10%
FAM
6
Fred Alger Management
New York
$40.9M +$7.59M +131,749 +27%
State Street
7
State Street
Massachusetts
$38.6M -$1.71M -29,732 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$37.6M -$186K -3,232 -0.6%
ACM
9
Ashford Capital Management
Delaware
$32.5M +$67.4K +1,170 +0.2%
Northern Trust
10
Northern Trust
Illinois
$29.6M -$214K -3,707 -0.8%
Ameriprise
11
Ameriprise
Minnesota
$24.8M +$2.75M +47,796 +14%
PCP
12
P2 Capital Partners
New York
$24.8M +$21.9M +379,904 New
AP
13
Atwood & Palmer
Missouri
$21.2M +$919K +15,936 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$19.4M -$543K -9,421 -3%
WA
15
Wasatch Advisors
Utah
$17.9M +$1.19M +20,656 +8%
BCG
16
Barington Capital Group
New York
$14.3M -$555K -9,620 -4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$13M +$262K +4,541 +2%
PCM
18
Portolan Capital Management
Massachusetts
$12.3M +$7.04M +122,221 +184%
Principal Financial Group
19
Principal Financial Group
Iowa
$11.9M -$64.6K -1,120 -0.6%
GIM
20
Granahan Investment Management
Massachusetts
$11.1M +$5.79M +100,371 +144%
Invesco
21
Invesco
Georgia
$9.54M -$3.09M -53,650 -27%
HW
22
Hancock Whitney
Mississippi
$8.97M -$1.15M -20,000 -13%
Charles Schwab
23
Charles Schwab
California
$8.73M +$163K +2,827 +2%
Goldman Sachs
24
Goldman Sachs
New York
$8.08M +$1.18M +20,436 +20%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$6.93M +$327K +5,668 +6%

EBIX Hedge Fund Activity: Q3 2017 in Review

170 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q3 2017, worth a combined $1.29B — up 22% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of EBIX and 24 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 68 added.

The largest buyer was P2 Capital Partners, opening a new position worth an estimated $21.9M. The largest seller was James Investment Research, cutting an estimated $12.3M.

  • 170 institutional investors held Ebix Inc (EBIX) as of Q3 2017, down from 174 in Q2 2017.
  • Funds reported $1.29B of Ebix Inc stock for Q3 2017, up 22% quarter-over-quarter.
  • 24 funds opened new Ebix Inc positions in Q3 2017 and 26 closed out, a net change of -2 holders.
  • The largest Ebix Inc buyer in Q3 2017 was P2 Capital Partners, an estimated $21.9M added.
  • The largest Ebix Inc seller in Q3 2017 was James Investment Research, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2017.