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EBIX

Ebix Inc

Delisted

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

191 hedge funds and large institutions have $1.01B invested in Ebix Inc in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 49

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

2% less funds holding

Funds holding: 195191 (-4)

34% less call options, than puts

Call options by funds: $51.8M | Put options by funds: $78M

44% less capital invested

Capital invested by funds: $1.79B → $1.01B (-$788M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
4.26%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
42
Increased
67
Reduced
49
Closed
45
Calls
$51.8M
Puts
$78M
Net Calls
-$26.2M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$163M -$356K -6,676 -0.2%
BlackRock
2
BlackRock
New York
$143M -$1.52M -28,504 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$98.3M +$3.06M +57,386 +3%
First Trust Advisors
4
First Trust Advisors
Illinois
$56.8M +$5.21M +97,849 +8%
PCP
5
P2 Capital Partners
New York
$48.7M +$16.8M +315,000 +38%
SDJVC
6
St. Denis J. Villere & Co
Louisiana
$46M +$591K +11,094 +1%
Marshall Wace
7
Marshall Wace
United Kingdom
$31.6M +$39.1M +734,235 +8,397%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$30.8M +$6.47M +121,500 +20%
State Street
9
State Street
Massachusetts
$28.8M -$372K -6,985 -1%
FAM
10
Fred Alger Management
New York
$19.3M -$14.9M -280,453 -38%
Northern Trust
11
Northern Trust
Illinois
$19.2M -$203K -3,821 -0.8%
ACM
12
Ashford Capital Management
Delaware
$16.3M +$2.19M +41,150 +12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$13.9M +$1.02M +19,226 +6%
Millennium Management
14
Millennium Management
New York
$13.4M +$16.4M +307,112 +4,483%
Ameriprise
15
Ameriprise
Minnesota
$13.3M -$4.96M -93,221 -23%
Two Sigma Investments
16
Two Sigma Investments
New York
$12.8M +$16.1M +301,718 New
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.2M +$8.26M +155,186 +118%
Parallax Volatility Advisers
18
Parallax Volatility Advisers
California
$12.1M +$15.1M +283,262 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$11.3M +$1.07M +20,106 +8%
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$10.2M
WA
21
Wasatch Advisors
Utah
$9.83M +$3.94M +74,016 +47%
Wells Fargo
22
Wells Fargo
California
$9.1M +$8.78M +164,853 +337%
Principal Financial Group
23
Principal Financial Group
Iowa
$8.35M -$117K -2,201 -1%
AP
24
Atwood & Palmer
Missouri
$7.91M -$411K -7,725 -4%
CCM
25
Cadian Capital Management
New York
$7.62M +$9.54M +179,100 New

EBIX Hedge Fund Activity: Q4 2018 in Review

191 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q4 2018, worth a combined $1.01B — down 44% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of EBIX and 42 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 67 added.

The largest buyer was Marshall Wace, adding an estimated $39.1M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $31M sold.

  • 191 institutional investors held Ebix Inc (EBIX) as of Q4 2018, down from 195 in Q3 2018.
  • Funds reported $1.01B of Ebix Inc stock for Q4 2018, down 44% quarter-over-quarter.
  • 42 funds opened new Ebix Inc positions in Q4 2018 and 45 closed out, a net change of -3 holders.
  • The largest Ebix Inc buyer in Q4 2018 was Marshall Wace, an estimated $39.1M added.
  • The largest Ebix Inc seller in Q4 2018 was Sumitomo Mitsui Trust Group, an estimated $31M sold.

Based on aggregated 13F filings for Q4 2018.