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IHC

Independence Holding Company

Delisted

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

58 hedge funds and large institutions have $89.5M invested in Independence Holding Company in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

9% more funds holding

Funds holding: 5358 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $96M → $89.5M (-$6.53M)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
17
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$483K +$25.2K +698 +5%
TCIM
27
TIAA CREF Investment Management
New York
$461K -$327K -9,050 -39%
Axa
28
Axa
France
$408K
TA
29
Teachers Advisors
New York
$365K
Charles Schwab
30
Charles Schwab
California
$314K -$173K -4,788 -34%
AllianceBernstein
31
AllianceBernstein
Tennessee
$309K
Swiss National Bank
32
Swiss National Bank
Switzerland
$299K +$325K +9,000 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$246K +$268K +7,412 New
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$238K -$72.8K -2,015 -22%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$220K -$59.1K -1,636 -20%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$213K
PP
37
Paloma Partners
Connecticut
$213K +$231K +6,400 New
UBS Group
38
UBS Group
Switzerland
$186K +$5.24K +145 +3%
Bank of America
39
Bank of America
North Carolina
$166K +$69K +1,909 +62%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$123K -$60.9K -1,684 -31%
AIG
41
American International Group
New York
$101K -$29K -802 -21%
MAM
42
Meeder Asset Management
Ohio
$56.3K +$35.5K +981 +138%
TRCT
43
Tower Research Capital (TRC)
New York
$41K +$43.1K +1,193 +2,711%
JP Morgan Chase
44
JP Morgan Chase
New York
$39K -$1.41K -39 -3%
Citigroup
45
Citigroup
New York
$31K +$8.75K +242 +35%
SEI Investments
46
SEI Investments
Pennsylvania
$23K
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$22K +$1.19K +33 +5%
Legal & General Group
48
Legal & General Group
United Kingdom
$20K -$18.9K -522 -46%
AIP
49
Ameritas Investment Partners
Nebraska
$13K -$9.79K -271 -41%
Barclays
50
Barclays
United Kingdom
$12K -$36.6K -1,012 -75%

IHC Hedge Fund Activity: Q2 2018 in Review

58 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2018, worth a combined $89.5M — down 6.8% from $96M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IHC positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.15M. The largest seller was BlackRock, cutting an estimated $2.17M.

  • 58 institutional investors held Independence Holding Company (IHC) as of Q2 2018, up from 53 in Q1 2018.
  • Funds reported $89.5M of Independence Holding Company stock for Q2 2018, down 6.8% quarter-over-quarter.
  • 7 funds opened new Independence Holding Company positions in Q2 2018 and 2 closed out, a net change of +5 holders.
  • The largest Independence Holding Company buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $1.15M added.
  • The largest Independence Holding Company seller in Q2 2018 was BlackRock, an estimated $2.17M sold.

Based on aggregated 13F filings for Q2 2018.