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IHC

Independence Holding Company
IHC

Delisted

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

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50 hedge funds and large institutions have $54.8M invested in Independence Holding Company in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

19% more funds holding

Funds holding: 42 → 50 (+8)

6% more capital invested

Capital invested by funds: $51.5M → $54.8M (+$3.26M)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVC
Eidelman Virant Capital
Missouri
+$180K
2
PPA
Parametric Portfolio Associates
Washington
+$172K
3
WF
WealthTrust Fairport
Ohio
+$143K
4
BFA
BlackRock Fund Advisors
California
+$86.3K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$51.1K

Top Sellers

Rank Fund Capital Flow
1
AC
Amici Capital
New York
-$539K
2
RA
Royce & Associates
New York
-$307K
3
EGA
Eagle Global Advisors
Texas
-$241K
4
TCIM
TIAA CREF Investment Management
New York
-$22.9K
5
BA
BlackRock Advisors
Delaware
-$22K
Name Holding Trade Value Shares
Change 		Change in
Stake
WF
26
WealthTrust Fairport
Ohio
$141K +$143K +10,149 New
TA
27
Teachers Advisors
New York
$139K – – –
NFA
28
Nationwide Fund Advisors
Ohio
$100K – – –
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$89K – – –
Wells Fargo
30
Wells Fargo
California
$64K -$85 -6 -0.1%
AIG
31
American International Group
New York
$57K -$113 -8 -0.2%
BA
32
BlackRock Advisors
Delaware
$54K -$22K -1,557 -29%
Morgan Stanley
33
Morgan Stanley
New York
$54K -$5.84K -413 -10%
Citigroup
34
Citigroup
New York
$43K +$42.8K +3,026 +5,819%
AC
35
Alexandria Capital
Virginia
$38K – – –
Deutsche Bank
36
Deutsche Bank
Germany
$23K -$3.22K -228 -12%
CCMH
37
Cornerstone Capital Management Holdings
New York
$21K +$21.2K +1,500 New
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$19.8K -$2.81K -199 -12%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$13K -$1.07K -76 -7%
TRCT
40
Tower Research Capital (TRC)
New York
$12K +$410 +29 +4%
Federated Hermes
41
Federated Hermes
Pennsylvania
$7K – – –
Walleye Trading
42
Walleye Trading
New York
$6K +$5.65K +400 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$5K – – –
JP Morgan Chase
44
JP Morgan Chase
New York
$5K +$5.34K +378 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$3K +$3.31K +234 New
DA
46
Denali Advisors
California
$2K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$2K +$1.57K +111 New
Bank of America
48
Bank of America
North Carolina
$2K +$2.4K +170 New
Barclays
49
Barclays
United Kingdom
$1K -$184 -13 -14%
EGA
50
Eagle Global Advisors
Texas
– -$241K -18,621 Closed
1
2
3

IHC Hedge Fund Activity: Q4 2015 in Review

50 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2015, worth a combined $54.8M — up 6.3% from $51.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IHC positions and 2 closed out — a net gain of 8 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Eidelman Virant Capital, opening a new position worth an estimated $180K. The largest seller was Amici Capital, cutting an estimated $539K.

  • 50 institutional investors held Independence Holding Company (IHC) as of Q4 2015, up from 42 in Q3 2015.
  • Funds reported $54.8M of Independence Holding Company stock for Q4 2015, up 6.3% quarter-over-quarter.
  • 10 funds opened new Independence Holding Company positions in Q4 2015 and 2 closed out, a net change of +8 holders.
  • The largest Independence Holding Company buyer in Q4 2015 was Eidelman Virant Capital, an estimated $180K added.
  • The largest Independence Holding Company seller in Q4 2015 was Amici Capital, an estimated $539K sold.

Based on aggregated 13F filings for Q4 2015.