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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 $95.9M invested in Independence Holding Company in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 20 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

5% more funds holding

Funds holding: 5558 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $96M → $95.9M (-$81.2K)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$380K -$5.78K -156 -1%
Swiss National Bank
27
Swiss National Bank
Switzerland
$317K
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$257K +$6.3K +170 +2%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$247K +$12.7K +343 +5%
UBS Group
30
UBS Group
Switzerland
$237K +$15.9K +430 +7%
Deutsche Bank
31
Deutsche Bank
Germany
$228K -$343K -9,270 -59%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$225K
Millennium Management
33
Millennium Management
New York
$203K -$491K -13,246 -70%
NL
34
NKCFO LLC
Illinois
$188K +$198K +5,350 New
Bank of America
35
Bank of America
North Carolina
$139K +$33K +892 +29%
AIG
36
American International Group
New York
$108K -$852 -23 -0.7%
AG
37
Advisor Group
Arizona
$60K -$14.6K -395 -19%
Canada Life
38
Canada Life
Manitoba, Canada
$51K +$54.3K +1,467 +4,890%
JP Morgan Chase
39
JP Morgan Chase
New York
$42K -$33.3K -898 -43%
Citigroup
40
Citigroup
New York
$39K -$7.15K -193 -15%
MAM
41
Meeder Asset Management
Ohio
$27K -$34.9K -943 -56%
Legal & General Group
42
Legal & General Group
United Kingdom
$27K +$5.89K +159 +26%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$25K +$1.33K +36 +5%
MWNA
44
Marshall Wace North America
New York
$17K +$18.1K +489 New
AIP
45
Ameritas Investment Partners
Nebraska
$14K
CCM
46
Copeland Capital Management
Pennsylvania
$13K +$13.8K +372 New
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$12K
US Bancorp
48
US Bancorp
Minnesota
$12K
TRCT
49
Tower Research Capital (TRC)
New York
$10K -$60.4K -1,632 -86%
Federated Hermes
50
Federated Hermes
Pennsylvania
$7K

IHC Hedge Fund Activity: Q4 2018 in Review

58 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2018, worth a combined $95.9M — down 0.08% from $96M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IHC positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was TCW Group, adding an estimated $716K. The largest seller was Goldman Sachs, cutting an estimated $759K.

  • 58 institutional investors held Independence Holding Company (IHC) as of Q4 2018, up from 55 in Q3 2018.
  • Funds reported $95.9M of Independence Holding Company stock for Q4 2018, down 0.08% quarter-over-quarter.
  • 7 funds opened new Independence Holding Company positions in Q4 2018 and 4 closed out, a net change of +3 holders.
  • The largest Independence Holding Company buyer in Q4 2018 was TCW Group, an estimated $716K added.
  • The largest Independence Holding Company seller in Q4 2018 was Goldman Sachs, an estimated $759K sold.

Based on aggregated 13F filings for Q4 2018.