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IHC

Independence Holding Company
IHC

Delisted

IHC was delisted on the 15th of February, 2022.

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44 hedge funds and large institutions have $55M invested in Independence Holding Company in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

2% more funds holding

Funds holding: 43 → 44 (+1)

2% more capital invested

Capital invested by funds: $53.9M → $55M (+$1.09M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AR
Advisory Research
Illinois
+$706K
2
State Street
State Street
Massachusetts
+$187K
3
Invesco
Invesco
Georgia
+$156K
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$117K
5
AC
Amici Capital
New York
+$58.4K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$123K
2
Northern Trust
Northern Trust
Illinois
-$104K
3
PPA
Parametric Portfolio Associates
Washington
-$67.3K
4
Barclays
Barclays
United Kingdom
-$11.5K
5
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$10.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$191K – – –
Charles Schwab
27
Charles Schwab
California
$191K – – –
Invesco
28
Invesco
Georgia
$166K +$156K +12,085 +4,595%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$153K -$5.02K -390 -3%
AllianceBernstein
30
AllianceBernstein
Tennessee
$127K -$2.58K -200 -2%
NFA
31
Nationwide Fund Advisors
Ohio
$110K – – –
TA
32
Teachers Advisors
New York
$108K – – –
BA
33
BlackRock Advisors
Delaware
$92K +$16.5K +1,277 +23%
AIG
34
American International Group
New York
$71.9K +$1.66K +129 +2%
Wells Fargo
35
Wells Fargo
California
$67K – – –
Citadel Advisors
36
Citadel Advisors
Florida
$63K +$42.1K +3,270 +230%
Citigroup
37
Citigroup
New York
$47K -$5.23K -406 -10%
Ameriprise
38
Ameriprise
Minnesota
$24K – – –
CCMH
39
Cornerstone Capital Management Holdings
New York
$21K -$3.22K -250 -14%
Morgan Stanley
40
Morgan Stanley
New York
$9K -$123K -9,510 -94%
Barclays
41
Barclays
United Kingdom
$7K -$11.5K -890 -62%
DA
42
Denali Advisors
California
$2K – – –
TRCT
43
Tower Research Capital (TRC)
New York
– -$4.32K -335 -93%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
– -$1.36K -101 Closed
Bank of America
45
Bank of America
North Carolina
– -$502 -39 -87%
1
2

IHC Hedge Fund Activity: Q1 2014 in Review

44 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2014, worth a combined $55M — up 2% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IHC positions and 1 closed out — a net gain of 1 holder — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Advisory Research, opening a new position worth an estimated $706K. The largest seller was Morgan Stanley, cutting an estimated $123K.

  • 44 institutional investors held Independence Holding Company (IHC) as of Q1 2014, up from 43 in Q4 2013.
  • Funds reported $55M of Independence Holding Company stock for Q1 2014, up 2% quarter-over-quarter.
  • 2 funds opened new Independence Holding Company positions in Q1 2014 and 1 closed out, a net change of +1 holder.
  • The largest Independence Holding Company buyer in Q1 2014 was Advisory Research, an estimated $706K added.
  • The largest Independence Holding Company seller in Q1 2014 was Morgan Stanley, an estimated $123K sold.

Based on aggregated 13F filings for Q1 2014.