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IHC

Independence Holding Company
IHC

Delisted

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

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54 hedge funds and large institutions have $72.6M invested in Independence Holding Company in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

10% more capital invested

Capital invested by funds: $65.9M → $72.6M (+$6.73M)

6% more funds holding

Funds holding: 51 → 54 (+3)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CC
Cannell Capital
Wyoming
+$1.22M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$533K
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$381K
4
TCIM
TIAA CREF Investment Management
New York
+$373K
5
TG
TCW Group
California
+$264K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.21M
2
AI
Accredited Investors
Minnesota
-$334K
3
Renaissance Technologies
Renaissance Technologies
New York
-$186K
4
NFA
Nationwide Fund Advisors
Ohio
-$152K
5
Northern Trust
Northern Trust
Illinois
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$302K – – –
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$268K – – –
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$243K -$33.6K -1,210 -12%
AllianceBernstein
29
AllianceBernstein
Tennessee
$233K +$2.78K +100 +1%
CCMH
30
Cornerstone Capital Management Holdings
New York
$228K +$94.5K +3,400 +69%
Goldman Sachs
31
Goldman Sachs
New York
$207K -$87.3K -3,140 -29%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$176K – – –
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$163K -$47.3K -1,701 -22%
UBS Group
34
UBS Group
Switzerland
$149K +$6.95K +250 +5%
AIG
35
American International Group
New York
$111K -$15.1K -543 -12%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$62K +$62.4K +2,244 New
TRCT
37
Tower Research Capital (TRC)
New York
$48K +$28.3K +1,018 +144%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$43.8K +$29.6K +1,066 +201%
JP Morgan Chase
39
JP Morgan Chase
New York
$36K +$36.2K +1,301 New
Bank of America
40
Bank of America
North Carolina
$35K +$7.95K +286 +29%
Legal & General Group
41
Legal & General Group
United Kingdom
$31K – – –
Barclays
42
Barclays
United Kingdom
$29K +$25.8K +927 +736%
Parallax Volatility Advisers
43
Parallax Volatility Advisers
California
$29K +$29.2K +1,050 New
Citigroup
44
Citigroup
New York
$25K -$4K -144 -14%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$21K – – –
SEI Investments
46
SEI Investments
Pennsylvania
$20K – – –
AIP
47
Ameritas Investment Partners
Nebraska
$18K – – –
MAM
48
Meeder Asset Management
Ohio
$10K +$9.56K +344 +1,110%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$9K – – –
Federated Hermes
50
Federated Hermes
Pennsylvania
$7K +$7.42K +267 New
1
2
3

IHC Hedge Fund Activity: Q4 2017 in Review

54 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2017, worth a combined $72.6M — up 10% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IHC positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Cannell Capital, opening a new position worth an estimated $1.22M. The largest seller was Royce & Associates, cutting an estimated $1.21M.

  • 54 institutional investors held Independence Holding Company (IHC) as of Q4 2017, up from 51 in Q3 2017.
  • Funds reported $72.6M of Independence Holding Company stock for Q4 2017, up 10% quarter-over-quarter.
  • 7 funds opened new Independence Holding Company positions in Q4 2017 and 4 closed out, a net change of +3 holders.
  • The largest Independence Holding Company buyer in Q4 2017 was Cannell Capital, an estimated $1.22M added.
  • The largest Independence Holding Company seller in Q4 2017 was Royce & Associates, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2017.