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EBIX

Ebix Inc

Delisted

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

178 hedge funds and large institutions have $662M invested in Ebix Inc in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $23.1M

46% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 46

12% more capital invested

Capital invested by funds: $592M → $662M (+$69.5M)

11% more funds holding

Funds holding: 160178 (+18)

Holders
178
Holders Change
+18
Holders Change %
+11.25%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
67
Reduced
46
Closed
16
Calls
$35.8M
Puts
$23.1M
Net Calls
+$12.7M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M -$1.67M -53,459 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$91.8M +$66.1K +2,117 +0.1%
SDJVC
3
St. Denis J. Villere & Co
Louisiana
$48.1M +$677K +21,660 +2%
WA
4
Wasatch Advisors
Utah
$41.9M +$4.13M +132,361 +12%
State Street
5
State Street
Massachusetts
$33.5M -$167K -5,332 -0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$28.4M +$5.52M +176,703 +26%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$14.5M -$268K -8,576 -2%
LSV Asset Management
8
LSV Asset Management
Illinois
$13.9M -$9.81M -314,021 -43%
Northern Trust
9
Northern Trust
Illinois
$12.6M -$629K -20,148 -5%
FAM
10
Fred Alger Management
New York
$11.5M -$275K -8,808 -2%
PCM
11
Peregrine Capital Management
Minnesota
$11.1M -$361K -11,573 -3%
Charles Schwab
12
Charles Schwab
California
$10.4M +$456K +14,584 +5%
Morgan Stanley
13
Morgan Stanley
New York
$10.3M +$2.42M +77,399 +33%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$9.73M +$42.2K +1,350 +0.5%
RA
15
Royce & Associates
New York
$9.4M -$1.56M -50,000 -15%
Norges Bank
16
Norges Bank
Norway
$7.28M +$43.7K +1,400 +0.6%
Goldman Sachs
17
Goldman Sachs
New York
$7.28M +$5.29M +169,398 +338%
TFCM
18
Taylor Frigon Capital Management
Arizona
$6.96M +$351K +11,230 +6%
Invesco
19
Invesco
Georgia
$6.57M -$181K -5,794 -3%
Principal Financial Group
20
Principal Financial Group
Iowa
$5.79M -$317K -10,154 -5%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$5.73M +$457K +14,620 +9%
Group One Trading
22
Group One Trading
Illinois
$4.91M +$1.03M +32,909 +29%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$4.89M +$2.46M +78,865 +115%
Ameriprise
24
Ameriprise
Minnesota
$4.78M +$26.7K +855 +0.6%
Citadel Advisors
25
Citadel Advisors
Florida
$4.78M +$2.62M +83,726 +138%

EBIX Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q1 2022, worth a combined $662M — up 12% from $592M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EBIX positions and 16 closed out — a net gain of 19 holders — while 67 added to existing stakes and 46 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $5.52M. The largest seller was Fidelity Investments, cutting an estimated $12M.

  • 178 institutional investors held Ebix Inc (EBIX) as of Q1 2022, up from 160 in Q4 2021.
  • Funds reported $662M of Ebix Inc stock for Q1 2022, up 12% quarter-over-quarter.
  • 35 funds opened new Ebix Inc positions in Q1 2022 and 16 closed out, a net change of +19 holders.
  • The largest Ebix Inc buyer in Q1 2022 was Dimensional Fund Advisors, an estimated $5.52M added.
  • The largest Ebix Inc seller in Q1 2022 was Fidelity Investments, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2022.