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IHC

Independence Holding Company
IHC

Delisted

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

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42 hedge funds and large institutions have $58.4M invested in Independence Holding Company in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $55.5M → $58.4M (+$2.89M)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

7% less funds holding

Funds holding: 45 → 42 (-3)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$402K
2
AC
Amici Capital
New York
+$218K
3
EGA
Eagle Global Advisors
Texas
+$159K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$120K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$103K

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$588K
2
LSV Asset Management
LSV Asset Management
Illinois
-$118K
3
BIT
BlackRock Institutional Trust
California
-$57.9K
4
Northern Trust
Northern Trust
Illinois
-$40.7K
5
Ameriprise
Ameriprise
Minnesota
-$24K
Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
26
Eagle Global Advisors
Texas
$161K +$159K +11,570 New
TA
27
Teachers Advisors
New York
$152K – – –
NFA
28
Nationwide Fund Advisors
Ohio
$112K – – –
AllianceBernstein
29
AllianceBernstein
Tennessee
$111K -$4.12K -300 -4%
Invesco
30
Invesco
Georgia
$84K -$12.3K -900 -13%
Wells Fargo
31
Wells Fargo
California
$72K +$41 +3 +0.1%
BA
32
BlackRock Advisors
Delaware
$71K -$6.87K -501 -9%
AIG
33
American International Group
New York
$67.4K -$2.61K -190 -4%
Morgan Stanley
34
Morgan Stanley
New York
$60K -$8.49K -619 -13%
Citigroup
35
Citigroup
New York
$49K +$37.2K +2,708 +331%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$12K +$9.47K +690 +439%
TRCT
37
Tower Research Capital (TRC)
New York
$11K +$9.58K +698 +698%
RFC
38
Russell Frank Company
Washington
$11K +$10.4K +760 New
Barclays
39
Barclays
United Kingdom
$10K +$8.62K +628 +349%
Federated Hermes
40
Federated Hermes
Pennsylvania
$7K +$2.47K +180 +55%
DA
41
Denali Advisors
California
$2K – – –
Deutsche Bank
42
Deutsche Bank
Germany
– -$588K -42,834 -100%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$26 -1,953 Closed
Ameriprise
44
Ameriprise
Minnesota
– -$24K -1,803 Closed
Bank of America
45
Bank of America
North Carolina
– -$21K -1,560 Closed
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
– -$4.21K -317 Closed
1
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IHC Hedge Fund Activity: Q4 2014 in Review

42 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2014, worth a combined $58.4M — up 5.2% from $55.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IHC and 3 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 13 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $402K. The largest seller was Deutsche Bank, cutting an estimated $588K.

  • 42 institutional investors held Independence Holding Company (IHC) as of Q4 2014, down from 45 in Q3 2014.
  • Funds reported $58.4M of Independence Holding Company stock for Q4 2014, up 5.2% quarter-over-quarter.
  • 3 funds opened new Independence Holding Company positions in Q4 2014 and 4 closed out, a net change of -1 holder.
  • The largest Independence Holding Company buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $402K added.
  • The largest Independence Holding Company seller in Q4 2014 was Deutsche Bank, an estimated $588K sold.

Based on aggregated 13F filings for Q4 2014.