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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 $51.5M invested in Independence Holding Company in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $53.1M → $51.5M (-$1.64M)

5% less funds holding

Funds holding: 44 → 42 (-2)

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$30.1K
2
EGA
Eagle Global Advisors
Texas
+$29.9K
3
BIT
BlackRock Institutional Trust
California
+$25.4K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.4K
5
TRCT
Tower Research Capital (TRC)
New York
+$10.3K

Top Sellers

Rank Fund Capital Flow
1
First Eagle Investment Management
First Eagle Investment Management
New York
-$370K
2
Northern Trust
Northern Trust
Illinois
-$130K
3
Invesco
Invesco
Georgia
-$75K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$71.9K
5
RFC
Russell Frank Company
Washington
-$30.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
26
Nationwide Fund Advisors
Ohio
$94K – – –
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$83K -$27.6K -2,147 -25%
BA
28
BlackRock Advisors
Delaware
$71K -$6.58K -512 -9%
Wells Fargo
29
Wells Fargo
California
$59K -$4.16K -324 -7%
Morgan Stanley
30
Morgan Stanley
New York
$56K -$501 -39 -0.9%
AIG
31
American International Group
New York
$54K +$51 +4 +0.1%
AC
32
Alexandria Capital
Virginia
$36K – – –
Deutsche Bank
33
Deutsche Bank
Germany
$25K -$9.79K -762 -28%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$21.1K +$13.4K +1,043 +178%
RFC
35
Russell Frank Company
Washington
$15K -$30.8K -2,396 -68%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$14K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$10K +$10.3K +800 New
Federated Hermes
38
Federated Hermes
Pennsylvania
$7K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$4K – – –
DA
40
Denali Advisors
California
$2K – – –
Citigroup
41
Citigroup
New York
$1K -$13.1K -1,019 -95%
Barclays
42
Barclays
United Kingdom
$1K -$578 -45 -33%
Invesco
43
Invesco
Georgia
– -$75K -5,713 Closed
Bank of America
44
Bank of America
North Carolina
– -$5K -372 Closed
1
2

IHC Hedge Fund Activity: Q3 2015 in Review

42 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2015, worth a combined $51.5M — down 3.1% from $53.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IHC and 1 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 7 added.

The largest buyer was LSV Asset Management, adding an estimated $30.1K. The largest seller was First Eagle Investment Management, cutting an estimated $370K.

  • 42 institutional investors held Independence Holding Company (IHC) as of Q3 2015, down from 44 in Q2 2015.
  • Funds reported $51.5M of Independence Holding Company stock for Q3 2015, down 3.1% quarter-over-quarter.
  • 1 fund opened new Independence Holding Company positions in Q3 2015 and 3 closed out, a net change of -2 holders.
  • The largest Independence Holding Company buyer in Q3 2015 was LSV Asset Management, an estimated $30.1K added.
  • The largest Independence Holding Company seller in Q3 2015 was First Eagle Investment Management, an estimated $370K sold.

Based on aggregated 13F filings for Q3 2015.