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IHC

Independence Holding Company
IHC

Delisted

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

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56 hedge funds and large institutions have $108M invested in Independence Holding Company in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

11% more capital invested

Capital invested by funds: $97.1M → $108M (+$10.5M)

4% more funds holding

Funds holding: 54 → 56 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
21
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$959K
2
N
Nuveen
North Carolina
+$804K
3
AI
Atom Investors
Texas
+$290K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$206K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$204K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.12M
2
State Street
State Street
Massachusetts
-$177K
3
Deutsche Bank
Deutsche Bank
Germany
-$130K
4
Invesco
Invesco
Georgia
-$122K
5
BCM
Bridgeway Capital Management
Texas
-$70.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$296K +$12.4K +334 +5%
NL
27
NKCFO LLC
Illinois
$285K – – –
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$282K +$11.2K +302 +4%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$248K – – –
UBS Group
30
UBS Group
Switzerland
$229K +$34.4K +927 +19%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$213K +$204K +5,509 New
ZCM
32
Zebra Capital Management
Connecticut
$211K +$202K +5,447 New
Goldman Sachs
33
Goldman Sachs
New York
$204K -$21.8K -587 -10%
Bank of America
34
Bank of America
North Carolina
$196K +$48.6K +1,309 +35%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$163K +$152K +4,094 +3,688%
Deutsche Bank
36
Deutsche Bank
Germany
$148K -$130K -3,515 -48%
Barclays
37
Barclays
United Kingdom
$128K +$68.1K +1,836 +125%
AIG
38
American International Group
New York
$122K +$6.75K +182 +6%
AG
39
Aperio Group
California
$80K +$76.3K +2,056 New
Canada Life
40
Canada Life
Manitoba, Canada
$58K +$111 +3 +0.2%
JP Morgan Chase
41
JP Morgan Chase
New York
$52K +$2K +54 +4%
Citigroup
42
Citigroup
New York
$49K +$3.86K +104 +9%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$41K +$15.6K +420 +65%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$31K -$7.05K -190 -19%
Legal & General Group
45
Legal & General Group
United Kingdom
$30K – – –
CCM
46
Copeland Capital Management
Pennsylvania
$16K +$779 +21 +5%
AIP
47
Ameritas Investment Partners
Nebraska
$15K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$13K – – –
US Bancorp
49
US Bancorp
Minnesota
$13K – – –
Federated Hermes
50
Federated Hermes
Pennsylvania
$8K – – –
1
2
3

IHC Hedge Fund Activity: Q2 2019 in Review

56 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2019, worth a combined $108M — up 11% from $97.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IHC positions and 2 closed out — a net gain of 4 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $959K. The largest seller was Royce & Associates, cutting an estimated $1.12M.

  • 56 institutional investors held Independence Holding Company (IHC) as of Q2 2019, up from 54 in Q1 2019.
  • Funds reported $108M of Independence Holding Company stock for Q2 2019, up 11% quarter-over-quarter.
  • 6 funds opened new Independence Holding Company positions in Q2 2019 and 2 closed out, a net change of +4 holders.
  • The largest Independence Holding Company buyer in Q2 2019 was BlackRock, an estimated $959K added.
  • The largest Independence Holding Company seller in Q2 2019 was Royce & Associates, an estimated $1.12M sold.

Based on aggregated 13F filings for Q2 2019.