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IHC

Independence Holding Company
IHC

Delisted

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

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51 hedge funds and large institutions have $65.9M invested in Independence Holding Company in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 50 → 51 (+1)

12% less capital invested

Capital invested by funds: $74.4M → $65.9M (-$8.56M)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$305K
2
Axa
Axa
France
+$260K
3
Goldman Sachs
Goldman Sachs
New York
+$237K
4
AllianceBernstein
AllianceBernstein
Tennessee
+$185K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$177K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$19.4M
2
TG
TCW Group
California
-$1.12M
3
LSV Asset Management
LSV Asset Management
Illinois
-$903K
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$847K
5
EGA
Eagle Global Advisors
Texas
-$473K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$270K +$237K +10,697 New
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$254K +$885 +40 +0.4%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$247K -$53.1K -2,400 -20%
SO
29
STRS Ohio
Ohio
$229K – – –
AllianceBernstein
30
AllianceBernstein
Tennessee
$212K +$185K +8,384 New
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$192K +$155K +6,987 +1,073%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$162K – – –
NFA
33
Nationwide Fund Advisors
Ohio
$152K – – –
UBS Group
34
UBS Group
Switzerland
$131K +$929 +42 +0.8%
CCMH
35
Cornerstone Capital Management Holdings
New York
$123K -$19.9K -900 -15%
AIG
36
American International Group
New York
$116K +$7.59K +343 +8%
AC
37
Alexandria Capital
Virginia
$70K – – –
Legal & General Group
38
Legal & General Group
United Kingdom
$29K – – –
Citigroup
39
Citigroup
New York
$26K +$10.7K +482 +87%
Bank of America
40
Bank of America
North Carolina
$25K +$12.1K +548 +123%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$19K – – –
SEI Investments
42
SEI Investments
Pennsylvania
$18K – – –
TRCT
43
Tower Research Capital (TRC)
New York
$18K +$4.53K +205 +41%
AIP
44
Ameritas Investment Partners
Nebraska
$14K – – –
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$13.4K -$6.28K -284 -35%
AssetMark Inc
46
AssetMark Inc
California
$8K -$1.46K -66 -17%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$8K – – –
Barclays
48
Barclays
United Kingdom
$3K -$1.73K -78 -38%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1K -$1.22K -55 -50%
MAM
50
Meeder Asset Management
Ohio
$1K +$686 +31 New
1
2
3

IHC Hedge Fund Activity: Q3 2017 in Review

51 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2017, worth a combined $65.9M — down 12% from $74.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IHC positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 22 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $305K. The largest seller was Dimensional Fund Advisors, cutting an estimated $19.4M.

  • 51 institutional investors held Independence Holding Company (IHC) as of Q3 2017, up from 50 in Q2 2017.
  • Funds reported $65.9M of Independence Holding Company stock for Q3 2017, down 12% quarter-over-quarter.
  • 5 funds opened new Independence Holding Company positions in Q3 2017 and 4 closed out, a net change of +1 holder.
  • The largest Independence Holding Company buyer in Q3 2017 was Millennium Management, an estimated $305K added.
  • The largest Independence Holding Company seller in Q3 2017 was Dimensional Fund Advisors, an estimated $19.4M sold.

Based on aggregated 13F filings for Q3 2017.