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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, Q3 2023

Institutional positions in Ebix Inc as of Sep 30, 2023. 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

EBIX is no longer listed, so this page shows Q3 2023. 13F filings for later quarters list far fewer holders.

Institutional holders
141
−2 vs. Q2 2023
Shares held
22.2M
+1.81M (+8.9%) vs. Q2 2023
Total value
$219.2M
−$294.1M (−57.3%) vs. Q2 2023
New holders
27
51 more added
Sold out
29
39 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 holdersQ3 2023: 141 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 heldQ3 2023: $219.2M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Ebix Inc; share changes are against Q2 2023.

Institutions holding EBIX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd4$00.00%−1−20.0%Reduced
Parkside Financial Bank & Trust9$890.00%00.0%Unchanged
Farmers & Merchants Investments Inc16$1580.00%00.0%Unchanged
Russell Investments Group, Ltd.21$2070.00%−1,253−98.4%Reduced
Fifth Third Bancorp28$2770.00%−197−87.6%Reduced
Quadrant Capital Group LLC31$3070.00%+31New
Federated Hermes, Inc.33$3260.00%+33New
Key Financial Inc48$4740.00%00.0%Unchanged
Allworth Financial LP81$8010.00%+81New
Householder Group Estate & Retirement Specialist, LLC100$9880.00%+100New
Global Retirement Partners, LLC275$1.91K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.760$4.93K0.00%00.0%Unchanged
CWM, LLC500$5.00K0.00%+395+376.2%Added
Headinvest, LLC600$5.23K0.00%+600New
Versant Capital Management, Inc583$5.76K0.00%+257+78.8%Added
FMR LLC848$8.38K0.00%−1,385−62.0%Reduced
Public Employees Retirement System of Ohio1,178$12.0K0.00%+119+11.2%Added
KBC Group NV1,266$13.0K0.00%−438−25.7%Reduced
Metropolitan Life Insurance Co1,488$14.7K0.00%00.0%Unchanged
Amundi2,742$17.8K0.00%00.0%Unchanged
Vestcor Inc2,211$22.0K0.00%+2,211New
Manchester Capital Management LLC2,250$22.2K0.00%+2,250New
US Bancorp2,391$23.6K0.00%+388+19.4%Added
Ameritas Investment Partners, Inc.2,606$25.7K0.00%+337+14.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)3,210$31.7K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado4,637$46.0K0.00%00.0%Unchanged
Headlands Technologies LLC4,904$48.5K0.02%+4,904New
Federation des caisses Desjardins du Quebec5,095$50.3K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)6,053$59.8K0.00%+1,183+24.3%Added
Nisa Investment Advisors, LLC6,760$66.8K0.00%−7,040−51.0%Reduced
Allspring Global Investments Holdings, LLC6,891$68.1K0.00%−4,034−36.9%Reduced
Oregon Public Employees Retirement Fund7,269$71.8K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky7,556$74.0K0.00%00.0%Unchanged
State of Tennessee, Treasury Department7,990$78.9K0.00%00.0%Unchanged
Royal Bank of Canada7,955$79.0K0.00%+5,296+199.2%Added
Iszo Capital Management LP8,061$79.6K4.40%+8,061New
Cutler Group LP8,219$81.0K0.01%−70,419−89.5%Reduced
UBS Group AG8,483$83.8K0.00%−11,388−57.3%Reduced
Advisor Group Holdings, Inc.9,284$91.8K0.00%+1,681+22.1%Added
Citigroup Inc9,995$98.8K0.00%−8,590−46.2%Reduced
Amalgamated Bank10,128$100.0K0.00%00.0%Unchanged
Voya Investment Management LLC10,508$103.8K0.00%00.0%Unchanged
Simplex Trading, LLC10,602$104.0K0.00%+10,602New
Manufacturers Life Insurance Company, The10,539$104.1K0.00%00.0%Unchanged
Franklin Resources Inc10,592$104.6K0.00%+10,592New
NJ State Employees Deferred Compensation Plan11,000$108.7K0.02%00.0%Unchanged
Janus Henderson Group PLC11,327$111.9K0.00%+10.0%Added
Verition Fund Management LLC11,417$112.8K0.00%+11,417New
Comerica Bank11,437$113.0K0.00%+11,437New
Mirae Asset Global Investments Co., Ltd.11,454$113.2K0.00%00.0%Unchanged
Penserra Capital Management LLC11,840$116.0K0.00%−910−7.1%Reduced
Yousif Capital Management, LLC12,147$120.0K0.00%−360−2.9%Reduced
Exchange Traded Concepts, LLC12,243$121.0K0.00%+4,760+63.6%Added
Price T Rowe Associates Inc12,211$121.0K0.00%−35,877−74.6%Reduced
Louisiana State Employees Retirement System12,400$122.5K0.00%+100+0.8%Added
The PNC Financial Services Group, Inc.12,757$126.0K0.00%−1,719−11.9%Reduced
SG Americas Securities, LLC12,821$127.0K0.00%+12,821New
MetLife Investment Management13,758$135.9K0.00%00.0%Unchanged
American International Group, Inc.14,396$142.2K0.00%+374+2.7%Added
State of Alaska, Department of Revenue15,200$150.0K0.00%−253−1.6%Reduced
Illinois Municipal Retirement Fund15,266$151.0K0.00%+15,266New
Everence Capital Management Inc15,700$155.0K0.01%+15,700New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,267$170.6K0.00%−9,279−35.0%Reduced
Rock Creek Group, LP17,852$176.4K0.02%+17,852New
Deutsche Bank AG18,336$181.2K0.00%+1,123+6.5%Added
Centiva Capital, LP18,500$182.8K0.01%+18,500New
Great West Life Assurance Co18,776$186.0K0.00%−2,713−12.6%Reduced
Unison Advisors LLC19,573$193.4K0.02%00.0%Unchanged
Texas Permanent School Fund20,378$201.3K0.00%−30.0%Reduced
Thrivent Financial for Lutherans22,332$221.0K0.00%−134−0.6%Reduced
DLD Asset Management, LP25,000$247.0K0.04%+25,000New
SummerHaven Investment Management, LLC26,051$257.4K0.19%−9,814−27.4%Reduced
Credit Suisse AG26,791$264.7K0.00%+1,089+4.2%Added
XTX Topco Ltd26,985$266.6K0.05%+18,355+212.7%Added
California State Teachers Retirement System27,674$273.4K0.00%−2,869−9.4%Reduced
Winton Group Ltd27,811$274.8K0.02%+27,811New
Emerald Advisers, LLC27,898$275.6K0.01%−8,969−24.3%Reduced
Denali Advisors LLC28,200$278.6K0.10%+22,600+403.6%Added
BNP Paribas Arbitrage, SA28,332$279.9K0.00%+17,747+167.7%Added
Factorial Partners, LLC29,000$286.5K0.21%00.0%Unchanged
Wolverine Trading, LLC29,147$288.0K0.00%−6,895−19.1%Reduced
Boothbay Fund Management, LLC29,313$289.6K0.01%+29,313New
New York State Teachers Retirement System29,473$291.0K0.00%−1,828−5.8%Reduced
Public Sector Pension Investment Board30,383$300.2K0.00%−11,303−27.1%Reduced
Quantbot Technologies LP32,770$323.8K0.02%+32,770New
Macquarie Group Ltd33,273$329.0K0.00%00.0%Unchanged
Alliancebernstein L.P.33,890$334.8K0.00%+7,340+27.6%Added
Barclays PLC34,208$338.0K0.00%+18,121+112.6%Added
SEI Investments Co34,672$342.6K0.00%+20,900+151.8%Added
UBS Asset Management Americas Inc34,705$342.9K0.00%+22,610+186.9%Added
Radnor Capital Management, LLC39,400$389.0K0.08%+39,400New
Wells Fargo & Company41,639$411.4K0.00%+3,996+10.6%Added
JPMorgan Chase & Co43,882$433.6K0.00%+8,372+23.6%Added
Janney Montgomery Scott LLC45,505$450.0K0.00%+12,800+39.1%Added
New York State Common Retirement Fund45,947$454.0K0.00%+17,681+62.6%Added
AXA S.A.47,600$470.3K0.00%00.0%Unchanged
Victory Capital Management Inc49,511$489.2K0.00%−16,630−25.1%Reduced
Swiss National Bank54,400$537.5K0.00%+1,100+2.1%Added
Bank of America Corp60,379$596.5K0.00%+43,589+259.6%Added
Arrowstreet Capital, Limited Partnership60,496$598.0K0.00%−4,108−6.4%Reduced