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IHC

Independence Holding Company

Delisted

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

54 hedge funds and large institutions have $97.1M invested in Independence Holding Company in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $95.9M → $97.1M (+$1.11M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

7% less funds holding

Funds holding: 5854 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
17
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$310K -$230K -6,206 -41%
NL
27
NKCFO LLC
Illinois
$259K +$74.3K +2,000 +37%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$258K
Deutsche Bank
29
Deutsche Bank
Germany
$258K +$31.7K +855 +13%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$246K -$1.11K -30 -0.4%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$226K
Goldman Sachs
32
Goldman Sachs
New York
$207K -$322K -8,675 -60%
UBS Group
33
UBS Group
Switzerland
$176K -$64.3K -1,731 -26%
Bank of America
34
Bank of America
North Carolina
$133K -$7.8K -210 -5%
AIG
35
American International Group
New York
$105K -$3.64K -98 -3%
Canada Life
36
Canada Life
Manitoba, Canada
$53K
Barclays
37
Barclays
United Kingdom
$51K +$49.5K +1,334 +988%
JP Morgan Chase
38
JP Morgan Chase
New York
$46K +$4.38K +118 +10%
Citigroup
39
Citigroup
New York
$41K +$2.45K +66 +6%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$34.9K +$30K +809 +447%
TRCT
41
Tower Research Capital (TRC)
New York
$34K +$25.1K +676 +245%
Legal & General Group
42
Legal & General Group
United Kingdom
$27K
MAM
43
Meeder Asset Management
Ohio
$23K -$3.71K -100 -13%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$23K -$2.52K -68 -10%
AIP
45
Ameritas Investment Partners
Nebraska
$14K
CCM
46
Copeland Capital Management
Pennsylvania
$14K +$483 +13 +3%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$12K
US Bancorp
48
US Bancorp
Minnesota
$12K
Twin Tree Management
49
Twin Tree Management
Texas
$8K +$4.53K +122 +124%
Federated Hermes
50
Federated Hermes
Pennsylvania
$7K

IHC Hedge Fund Activity: Q1 2019 in Review

54 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2019, worth a combined $97.1M — up 1.2% from $95.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IHC and 1 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 17 added.

The largest buyer was Atom Investors, adding an estimated $1.39M. The largest seller was State Street, cutting an estimated $608K.

  • 54 institutional investors held Independence Holding Company (IHC) as of Q1 2019, down from 58 in Q4 2018.
  • Funds reported $97.1M of Independence Holding Company stock for Q1 2019, up 1.2% quarter-over-quarter.
  • 1 fund opened new Independence Holding Company positions in Q1 2019 and 5 closed out, a net change of -4 holders.
  • The largest Independence Holding Company buyer in Q1 2019 was Atom Investors, an estimated $1.39M added.
  • The largest Independence Holding Company seller in Q1 2019 was State Street, an estimated $608K sold.

Based on aggregated 13F filings for Q1 2019.