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IHC

Independence Holding Company

Delisted

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

45 hedge funds and large institutions have $59.3M invested in Independence Holding Company in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $55M → $59.3M (+$4.32M)

2% more funds holding

Funds holding: 4445 (+1)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$201K
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$198K -$2.74K -200 -1%
Invesco
28
Invesco
Georgia
$168K -$6.59K -481 -4%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$162K +$1.47K +107 +0.9%
TA
30
Teachers Advisors
New York
$140K +$25.7K +1,873 +23%
AllianceBernstein
31
AllianceBernstein
Tennessee
$126K -$8.22K -600 -6%
NFA
32
Nationwide Fund Advisors
Ohio
$115K -$507 -37 -0.5%
BA
33
BlackRock Advisors
Delaware
$79K -$16.9K -1,232 -18%
Wells Fargo
34
Wells Fargo
California
$78K +$6.86K +501 +10%
Morgan Stanley
35
Morgan Stanley
New York
$78K +$65.5K +4,783 +727%
AIG
36
American International Group
New York
$71K -$4.57K -334 -6%
Ameriprise
37
Ameriprise
Minnesota
$25K
Citigroup
38
Citigroup
New York
$13K -$35.1K -2,564 -73%
VFA
39
Virtus Fund Advisers
Connecticut
$9K +$8.98K +656 New
Barclays
40
Barclays
United Kingdom
$6K -$1.95K -142 -26%
Federated Hermes
41
Federated Hermes
Pennsylvania
$5K +$4.4K +321 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$3K +$2.74K +200 New
DA
43
Denali Advisors
California
$2K
Bank of America
44
Bank of America
North Carolina
$2K +$1.67K +122 +2,033%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$495 +$479 +35 New
Citadel Advisors
46
Citadel Advisors
Florida
-$63K -4,689 Closed
CCMH
47
Cornerstone Capital Management Holdings
New York
-$21K -1,550 Closed

IHC Hedge Fund Activity: Q2 2014 in Review

45 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2014, worth a combined $59.3M — up 7.8% from $55M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IHC positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Advisory Research, adding an estimated $1.79M. The largest seller was BlackRock Fund Advisors, cutting an estimated $440K.

  • 45 institutional investors held Independence Holding Company (IHC) as of Q2 2014, up from 44 in Q1 2014.
  • Funds reported $59.3M of Independence Holding Company stock for Q2 2014, up 7.8% quarter-over-quarter.
  • 4 funds opened new Independence Holding Company positions in Q2 2014 and 3 closed out, a net change of +1 holder.
  • The largest Independence Holding Company buyer in Q2 2014 was Advisory Research, an estimated $1.79M added.
  • The largest Independence Holding Company seller in Q2 2014 was BlackRock Fund Advisors, an estimated $440K sold.

Based on aggregated 13F filings for Q2 2014.