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IHC

Independence Holding Company

Delisted

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

55 hedge funds and large institutions have $96M invested in Independence Holding Company in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

7% more capital invested

Capital invested by funds: $89.5M → $96M (+$6.57M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 5855 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
21
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$393K -$104K -2,940 -21%
TA
27
Teachers Advisors
New York
$391K -$3.07K -87 -0.8%
Charles Schwab
28
Charles Schwab
California
$368K +$28.2K +800 +8%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$352K +$84.7K +2,403 +32%
AllianceBernstein
30
AllianceBernstein
Tennessee
$337K +$3.53K +100 +1%
Swiss National Bank
31
Swiss National Bank
Switzerland
$323K
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$256K
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$240K +$1.76K +50 +0.8%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$230K
UBS Group
35
UBS Group
Switzerland
$227K +$24.2K +687 +12%
Bank of America
36
Bank of America
North Carolina
$112K -$68K -1,928 -38%
AIG
37
American International Group
New York
$111K +$1.94K +55 +2%
AG
38
Advisor Group
Arizona
$76K +$74.3K +2,106 New
JP Morgan Chase
39
JP Morgan Chase
New York
$75K +$32.4K +918 +78%
TRCT
40
Tower Research Capital (TRC)
New York
$69K +$23.7K +671 +54%
Barclays
41
Barclays
United Kingdom
$68K +$54.8K +1,554 +453%
MAM
42
Meeder Asset Management
Ohio
$61K +$176 +5 +0.3%
Citigroup
43
Citigroup
New York
$46K +$12.3K +349 +37%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$24K -$35 -1 -0.1%
Legal & General Group
45
Legal & General Group
United Kingdom
$22K
AIP
46
Ameritas Investment Partners
Nebraska
$14K
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$12K
US Bancorp
48
US Bancorp
Minnesota
$12K +$3.98K +113 +52%
Federated Hermes
49
Federated Hermes
Pennsylvania
$8K
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$5.53K

IHC Hedge Fund Activity: Q3 2018 in Review

55 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2018, worth a combined $96M — up 7.3% from $89.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IHC and 3 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Cannell Capital, adding an estimated $2.07M. The largest seller was Geode Capital Management, cutting an estimated $1.58M.

  • 55 institutional investors held Independence Holding Company (IHC) as of Q3 2018, down from 58 in Q2 2018.
  • Funds reported $96M of Independence Holding Company stock for Q3 2018, up 7.3% quarter-over-quarter.
  • 3 funds opened new Independence Holding Company positions in Q3 2018 and 6 closed out, a net change of -3 holders.
  • The largest Independence Holding Company buyer in Q3 2018 was Cannell Capital, an estimated $2.07M added.
  • The largest Independence Holding Company seller in Q3 2018 was Geode Capital Management, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2018.