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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 $55.5M invested in Independence Holding Company in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4545 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

6% less capital invested

Capital invested by funds: $59.3M → $55.5M (-$3.85M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$153K
TA
27
Teachers Advisors
New York
$144K +$12.6K +935 +9%
AllianceBernstein
28
AllianceBernstein
Tennessee
$110K -$8.09K -600 -7%
NFA
29
Nationwide Fund Advisors
Ohio
$106K -$2.13K -158 -2%
Invesco
30
Invesco
Georgia
$92K -$66.4K -4,925 -42%
BA
31
BlackRock Advisors
Delaware
$75K
Wells Fargo
32
Wells Fargo
California
$69K -$4.68K -347 -6%
AIG
33
American International Group
New York
$66.7K -$67 -5 -0.1%
Morgan Stanley
34
Morgan Stanley
New York
$65K -$7.12K -528 -10%
Ameriprise
35
Ameriprise
Minnesota
$24K
Bank of America
36
Bank of America
North Carolina
$21K +$19.3K +1,432 +1,119%
Citigroup
37
Citigroup
New York
$11K -$1.55K -115 -12%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$4.21K +$3.8K +282 +806%
Federated Hermes
39
Federated Hermes
Pennsylvania
$4K +$108 +8 +2%
GSC
40
Ground Swell Capital
South Carolina
$3K +$2.7K +200 New
Barclays
41
Barclays
United Kingdom
$2K -$3.07K -228 -56%
DA
42
Denali Advisors
California
$2K
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$2K +$2.12K +157 New
TRCT
44
Tower Research Capital (TRC)
New York
$1K +$1.35K +100 New
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26 +$26.3K +1,953 New
Bessemer Group
46
Bessemer Group
New Jersey
-$322K -22,767 Closed
Stifel Financial
47
Stifel Financial
Missouri
-$229K -16,218 Closed
VFA
48
Virtus Fund Advisers
Connecticut
-$9K -656 Closed
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
-$3K -200 Closed

IHC Hedge Fund Activity: Q3 2014 in Review

45 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2014, worth a combined $55.5M — down 6.5% from $59.3M a quarter earlier.

Fund positioning in IHC was balanced in Q3 2014: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 17 trimmed.

The largest buyer was Amici Capital, adding an estimated $460K. The largest seller was Bessemer Group, exiting entirely with an estimated $322K sold.

  • 45 institutional investors held Independence Holding Company (IHC) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $55.5M of Independence Holding Company stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 4 funds opened new Independence Holding Company positions in Q3 2014 and 4 closed out, a net change of 0 holders.
  • The largest Independence Holding Company buyer in Q3 2014 was Amici Capital, an estimated $460K added.
  • The largest Independence Holding Company seller in Q3 2014 was Bessemer Group, an estimated $322K sold.

Based on aggregated 13F filings for Q3 2014.