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EBIX

Ebix Inc

Delisted

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

193 hedge funds and large institutions have $923M invested in Ebix Inc in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 52 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

82% more capital invested

Capital invested by funds: $506M → $923M (+$417M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more funds holding

Funds holding: 156193 (+37)

6% more call options, than puts

Call options by funds: $5.14M | Put options by funds: $4.83M

19% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 64

Holders
193
Holders Change
+37
Holders Change %
+23.72%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
53
Increased
52
Reduced
64
Closed
16
Calls
$5.14M
Puts
$4.83M
Net Calls
+$310K
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$141M +$5.56M +197,768 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M +$1.46M +51,752 +2%
SDJVC
3
St. Denis J. Villere & Co
Louisiana
$59.5M -$1.79M -63,565 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$56.1M -$5.42M -192,654 -12%
LSV Asset Management
5
LSV Asset Management
Illinois
$52.8M -$1.74M -61,956 -4%
PCP
6
P2 Capital Partners
New York
$41.6M -$4.4M -156,280 -12%
FAM
7
Fred Alger Management
New York
$37.4M +$867K +30,828 +3%
State Street
8
State Street
Massachusetts
$34.8M +$118K +4,197 +0.5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$30.1M +$233K +8,268 +1%
WA
10
Wasatch Advisors
Utah
$26M +$1.99M +70,902 +12%
Northern Trust
11
Northern Trust
Illinois
$21.8M -$318K -11,292 -2%
PCM
12
Peregrine Capital Management
Minnesota
$18.3M +$5.68M +201,971 +72%
RA
13
Royce & Associates
New York
$17.4M +$1.6M +56,878 +14%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$15.2M +$448K +15,926 +4%
PCM
15
PenderFund Capital Management
British Columbia, Canada
$15.2M -$3.54M -125,745 -29%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$12.9M -$262K -9,300 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.6M +$354K +12,597 +4%
Norges Bank
18
Norges Bank
Norway
$12.2M
IA
19
Icon Advisers
Colorado
$9.44M +$42.2K +1,500 +0.6%
Charles Schwab
20
Charles Schwab
California
$9.19M +$208K +7,392 +3%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$8.45M +$5.6M +199,130 +855%
Ameriprise
22
Ameriprise
Minnesota
$7.53M +$59.9K +2,131 +1%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$7.48M -$833K -29,610 -13%
Principal Financial Group
24
Principal Financial Group
Iowa
$7M -$812K -28,862 -14%
TFCM
25
Taylor Frigon Capital Management
Arizona
$5.74M -$225K -7,998 -5%

EBIX Hedge Fund Activity: Q4 2020 in Review

193 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q4 2020, worth a combined $923M — up 82% from $506M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EBIX positions and 16 closed out — a net gain of 37 holders — while 52 added to existing stakes and 64 trimmed.

The largest buyer was Peregrine Capital Management, adding an estimated $5.68M. The largest seller was Prudential Financial, cutting an estimated $7.26M.

  • 193 institutional investors held Ebix Inc (EBIX) as of Q4 2020, up from 156 in Q3 2020.
  • Funds reported $923M of Ebix Inc stock for Q4 2020, up 82% quarter-over-quarter.
  • 53 funds opened new Ebix Inc positions in Q4 2020 and 16 closed out, a net change of +37 holders.
  • The largest Ebix Inc buyer in Q4 2020 was Peregrine Capital Management, an estimated $5.68M added.
  • The largest Ebix Inc seller in Q4 2020 was Prudential Financial, an estimated $7.26M sold.

Based on aggregated 13F filings for Q4 2020.