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IHC

Independence Holding Company

Delisted

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

53 hedge funds and large institutions have $96M invested in Independence Holding Company in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $72.6M → $96M (+$23.4M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 5453 (-1)

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
26
Axa
France
$437K
TA
27
Teachers Advisors
New York
$392K
AllianceBernstein
28
AllianceBernstein
Tennessee
$331K +$23.5K +800 +9%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$327K -$17.8K -607 -6%
MSL
30
Mackay Shields LLC
New York
$300K +$248K +8,428 New
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$295K -$16.9K -575 -7%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$228K
UBS Group
33
UBS Group
Switzerland
$195K +$676 +23 +0.4%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$192K -$16.1K -547 -9%
AIG
35
American International Group
New York
$137K -$6.08K -207 -5%
Bank of America
36
Bank of America
North Carolina
$110K +$53.5K +1,822 +143%
Barclays
37
Barclays
United Kingdom
$48K +$8.87K +302 +29%
JP Morgan Chase
38
JP Morgan Chase
New York
$43K -$2.64K -90 -7%
Legal & General Group
39
Legal & General Group
United Kingdom
$40K
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$32K -$20.6K -700 -44%
MAM
41
Meeder Asset Management
Ohio
$26K +$9.93K +338 +90%
Citigroup
42
Citigroup
New York
$25K -$5.67K -193 -22%
SEI Investments
43
SEI Investments
Pennsylvania
$25K
AIP
44
Ameritas Investment Partners
Nebraska
$24K
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$23K -$3.2K -109 -14%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$12K
Federated Hermes
47
Federated Hermes
Pennsylvania
$7K -$1.91K -65 -24%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$7K +$5.99K +204 New
US Bancorp
49
US Bancorp
Minnesota
$4K +$3.2K +109 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2K

IHC Hedge Fund Activity: Q1 2018 in Review

53 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2018, worth a combined $96M — up 32% from $72.6M a quarter earlier.

Fund positioning in IHC was balanced in Q1 2018: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 22 trimmed.

The largest buyer was Seizert Capital Partners, opening a new position worth an estimated $833K. The largest seller was First Eagle Investment Management, cutting an estimated $13.5M.

  • 53 institutional investors held Independence Holding Company (IHC) as of Q1 2018, down from 54 in Q4 2017.
  • Funds reported $96M of Independence Holding Company stock for Q1 2018, up 32% quarter-over-quarter.
  • 6 funds opened new Independence Holding Company positions in Q1 2018 and 6 closed out, a net change of 0 holders.
  • The largest Independence Holding Company buyer in Q1 2018 was Seizert Capital Partners, an estimated $833K added.
  • The largest Independence Holding Company seller in Q1 2018 was First Eagle Investment Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2018.