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Ebix Inc

EBIXDelisted Feb 15, 2024
Industry
Services-Computer Integrated Systems Design
SEC CIK
0000814549

Ebix Inc was delisted on Feb 15, 2024; its insiders filed their last Form 4 on Jan 3, 2024; 141 institutions reported holding it in 13F filings for Q3 2023, worth $219.2M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Ebix Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
169
+1 vs. Q1 2021
Shares held
18.9M
−2.50M (−11.7%) vs. Q1 2021
Total value
$641.7M
−$44.8M (−6.5%) vs. Q1 2021
New holders
21
46 more added
Sold out
20
69 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EBIX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 169 institutions
Q1 2021: 168 institutionsQ2 2021: 169 institutionsQ3 2021: 158 institutionsQ4 2021: 160 institutionsQ1 2022: 178 institutionsQ2 2022: 161 institutionsQ3 2022: 159 institutionsQ4 2022: 151 institutionsQ1 2023: 143 institutionsQ2 2023: 144 institutionsQ3 2023: 141 institutionsQ4 2023: 10 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $641.7M
Q1 2021: $686.6MQ2 2021: $641.7MQ3 2021: $504.9MQ4 2021: $592.5MQ1 2022: $662.7MQ2 2022: $346.0MQ3 2022: $394.5MQ4 2022: $397.4MQ1 2023: $257.3MQ2 2023: $515.6MQ3 2023: $219.2MQ4 2023: $748.2KQ1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding EBIX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 202310$748.2K
Q3 2023141$219.2M
Q2 2023144$515.6M
Q1 2023143$257.3M
Q4 2022151$397.4M
Q3 2022159$394.5M
Q2 2022161$346.0M
Q1 2022178$662.7M
Q4 2021160$592.5M
Q3 2021158$504.9M
Q2 2021169$641.7M
Q1 2021168$686.6M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Ebix Inc; share changes are against Q1 2021.

Institutions holding EBIX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.3,824,864$129.7M0.00%−94,666−2.4%Reduced
Vanguard Group Inc2,678,550$90.8M0.00%−70,764−2.6%Reduced
Villere St Denis J & Co LLC1,431,018$48.5M2.60%−6,659−0.5%Reduced
Wasatch Advisors Inc1,061,716$36.0M0.15%+223,350+26.6%Added
LSV Asset Management957,186$32.4M0.06%−78,700−7.6%Reduced
State Street Corp927,229$31.4M0.00%+10,485+1.1%Added
Dimensional Fund Advisors LP721,844$24.5M0.01%−80,002−10.0%Reduced
Geode Capital Management, LLC441,176$15.0M0.00%+3,552+0.8%Added
Northern Trust Corp424,708$14.4M0.00%−17,600−4.0%Reduced
Fred Alger Management, LLC350,422$11.9M0.03%−1,004,403−74.1%Reduced
Bank of New York Mellon Corp321,848$10.9M0.00%−8,877−2.7%Reduced
Peregrine Capital Management LLC306,978$10.4M0.19%−32,215−9.5%Reduced
Morgan Stanley277,030$9.39M0.00%+135,254+95.4%Added
Charles Schwab Investment Management Inc265,895$9.01M0.00%+13,555+5.4%Added
PenderFund Capital Management Ltd.205,907$8.65M2.03%−6,050−2.9%Reduced
Norges Bank228,022$7.73M0.00%−54,976−19.4%Reduced
Principal Financial Group Inc211,802$7.18M0.00%+25,607+13.8%Added
FMR LLC185,270$6.28M0.00%−881,163−82.6%Reduced
First Trust Advisors LP181,018$6.14M0.01%+170,906+1,690.1%Added
Invesco Ltd.176,963$6.00M0.00%+10,390+6.2%Added
Ameriprise Financial Inc161,250$5.47M0.00%−57,779−26.4%Reduced
Hotchkis & Wiley Capital Management LLC159,420$5.40M0.02%−2,100−1.3%Reduced
Taylor Frigon Capital Management LLC143,324$4.86M1.52%−5,582−3.7%Reduced
Congress Asset Management Co126,576$4.29M0.04%+21,711+20.7%Added
Susquehanna International Group, LLP117,998$4.00M0.00%+65,665+125.5%Added
Nuveen Asset Management, LLC116,376$3.94M0.00%+3,848+3.4%Added
Voloridge Investment Management, LLC114,089$3.87M0.03%−18,324−13.8%Reduced
Trellus Management Company, LLC110,000$3.73M3.02%00.0%Unchanged
Two Sigma Advisers, LP105,796$3.59M0.01%−6,300−5.6%Reduced
Two Sigma Investments, LP98,757$3.35M0.01%−2,710−2.7%Reduced
Bridgeway Capital Management, LLC96,600$3.27M0.06%+96,600New
Parametric Portfolio Associates LLC89,948$3.05M0.00%+12,232+15.7%Added
State of Wisconsin Investment Board79,100$2.68M0.01%00.0%Unchanged
Hussman Strategic Advisors, Inc.77,500$2.63M0.54%+5,500+7.6%Added
Rhumbline Advisers75,643$2.56M0.00%+2,719+3.7%Added
Victory Capital Management Inc66,879$2.27M0.00%+3,025+4.7%Added
Legal & General Group Plc66,380$2.25M0.00%−11,629−14.9%Reduced
Hancock Whitney Corp64,660$2.19M0.07%00.0%Unchanged
D. E. Shaw & Co., Inc.63,159$2.14M0.00%−38,868−38.1%Reduced
Goldman Sachs Group Inc58,987$2.00M0.00%−657−1.1%Reduced
Swiss National Bank58,000$1.97M0.00%+2,100+3.8%Added
Raymond James & Associates57,284$1.94M0.00%+38,619+206.9%Added
Rice Hall James & Associates, LLC55,140$1.87M0.07%−2,148−3.7%Reduced
Bank of America Corp51,498$1.75M0.00%−105,359−67.2%Reduced
Public Sector Pension Investment Board48,051$1.63M0.01%−470−1.0%Reduced
Envestnet Asset Management Inc46,557$1.58M0.00%−4,583−9.0%Reduced
Jane Street Group, LLC38,282$1.30M0.00%−66,163−63.3%Reduced
California State Teachers Retirement System36,549$1.24M0.00%−3,854−9.5%Reduced
Citadel Advisors LLC36,483$1.24M0.00%−13,357−26.8%Reduced
Wells Fargo & Company35,609$1.21M0.00%−103,038−74.3%Reduced
Truist Financial Corp34,448$1.17M0.00%−1,956−5.4%Reduced
Janney Montgomery Scott LLC34,082$1.16M0.01%+1,382+4.2%Added
Macquarie Group Ltd33,953$1.15M0.00%00.0%Unchanged
Millrace Asset Group, Inc.33,674$1.14M0.60%+227+0.7%Added
Emerald Advisers, LLC33,626$1.14M0.04%+7,586+29.1%Added
Citigroup Inc33,363$1.13M0.00%+7,041+26.7%Added
New York State Teachers Retirement System31,733$1.08M0.00%−84−0.3%Reduced
Alliancebernstein L.P.29,265$992.0K0.00%−539−1.8%Reduced
B. Metzler seel. Sohn & Co. Holding AG26,713$906.0K0.01%+887+3.4%Added
Factorial Partners, LLC26,700$905.0K0.61%00.0%Unchanged
Paradigm Asset Management Co LLC25,900$878.0K0.22%−1,700−6.2%Reduced
Prudential Financial Inc25,331$859.0K0.00%−2,301−8.3%Reduced
Alberta Investment Management Corp25,200$854.0K0.01%00.0%Unchanged
UBS Asset Management Americas Inc23,736$804.7K0.00%−14,864−38.5%Reduced
New York State Common Retirement Fund22,925$777.0K0.00%−2,575−10.1%Reduced
Ensign Peak Advisors, Inc22,634$767.0K0.00%00.0%Unchanged
Great West Life Assurance Co20,714$701.0K0.00%00.0%Unchanged
Credit Suisse AG20,515$695.0K0.00%−8,223−28.6%Reduced
SummerHaven Investment Management, LLC20,458$694.0K0.40%+505+2.5%Added
ClariVest Asset Management LLC20,353$689.0K0.02%+40.0%Added
Wolverine Trading, LLC19,072$658.0K0.02%+19,072New
Barclays PLC19,311$653.0K0.00%−18,843−49.4%Reduced
Thrivent Financial for Lutherans19,222$652.0K0.00%−109−0.6%Reduced
Shell Asset Management Co18,188$617.0K0.01%+990+5.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys18,045$612.0K0.01%−103−0.6%Reduced
Group One Trading, L.P.18,060$612.0K0.01%+18,060New
Comerica Bank22,090$605.0K0.00%−1,789−7.5%Reduced
Deutsche Bank AG17,685$599.0K0.00%−1,928−9.8%Reduced
Susquehanna Fundamental Investments, LLC17,644$598.0K0.01%+17,644New
Texas Permanent School Fund17,523$594.0K0.01%−58−0.3%Reduced
American International Group, Inc.16,964$575.0K0.00%−607−3.5%Reduced
Price T Rowe Associates Inc16,597$563.0K0.00%−493−2.9%Reduced
State of Alaska, Department of Revenue16,265$551.0K0.01%+470+3.0%Added
JPMorgan Chase & Co15,688$531.0K0.00%−23,670−60.1%Reduced
Manufacturers Life Insurance Company, The15,211$516.0K0.00%−37,376−71.1%Reduced
MML Investors Services, LLC15,112$512.0K0.00%−6,767−30.9%Reduced
The PNC Financial Services Group, Inc.14,282$484.0K0.00%+138+1.0%Added
Squarepoint Ops LLC13,396$454.0K0.00%+13,396New
DuPont Capital Management Corp13,065$443.0K0.01%−21,761−62.5%Reduced
BNP Paribas Arbitrage, SA12,862$436.0K0.00%+3,218+33.4%Added
Cubist Systematic Strategies, LLC12,582$427.0K0.00%−13,608−52.0%Reduced
Amalgamated Bank12,050$408.0K0.00%+12,050New
SEI Investments Co11,566$392.0K0.00%+3,734+47.7%Added
Jump Financial, LLC11,200$380.0K0.04%+11,200New
NJ State Employees Deferred Compensation Plan11,000$373.0K0.05%00.0%Unchanged
MetLife Investment Management10,806$366.3K0.00%00.0%Unchanged
Voya Investment Management LLC10,608$360.0K0.00%−1,219−10.3%Reduced
Louisiana State Employees Retirement System10,600$359.0K0.01%−100−0.9%Reduced
Occudo Quantitative Strategies LP10,284$349.0K0.05%+10,284New
Emerald Mutual Fund Advisers Trust9,676$328.0K0.01%+2,255+30.4%Added