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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 $108M invested in Independence Holding Company in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $108M → $108M (-$74.7K)

2% less funds holding

Funds holding: 5655 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
20
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$295K
NL
27
NKCFO LLC
Illinois
$284K
Invesco
28
Invesco
Georgia
$266K -$46.1K -1,217 -15%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$247K
ZCM
30
Zebra Capital Management
Connecticut
$235K +$24.4K +645 +12%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$231K +$17.9K +472 +9%
Bank of America
32
Bank of America
North Carolina
$185K -$10.9K -287 -6%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$167K +$5K +132 +3%
Morgan Stanley
34
Morgan Stanley
New York
$162K -$143K -3,781 -47%
AIG
35
American International Group
New York
$121K -$795 -21 -0.7%
JP Morgan Chase
36
JP Morgan Chase
New York
$111K +$57K +1,506 +110%
Barclays
37
Barclays
United Kingdom
$97K -$29.8K -786 -24%
Deutsche Bank
38
Deutsche Bank
Germany
$75K -$71.7K -1,894 -49%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$70K +$69.1K +1,825 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$42K +$681 +18 +2%
Victory Capital Management
41
Victory Capital Management
Texas
$40K +$39.7K +1,049 New
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$30.3K -$606 -16 -2%
Legal & General Group
43
Legal & General Group
United Kingdom
$30K
Citigroup
44
Citigroup
New York
$25K -$23.2K -614 -49%
CCM
45
Copeland Capital Management
Pennsylvania
$16K
AIP
46
Ameritas Investment Partners
Nebraska
$15K
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$13K
US Bancorp
48
US Bancorp
Minnesota
$13K
WT
49
Whittier Trust
California
$8K +$6.09K +161 +435%
MAM
50
Meeder Asset Management
Ohio
$5K

IHC Hedge Fund Activity: Q3 2019 in Review

55 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2019, worth a combined $108M — down 0.07% from $108M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IHC and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 20 added.

The largest buyer was Atom Investors, adding an estimated $2.25M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $4.24M sold.

  • 55 institutional investors held Independence Holding Company (IHC) as of Q3 2019, down from 56 in Q2 2019.
  • Funds reported $108M of Independence Holding Company stock for Q3 2019, down 0.07% quarter-over-quarter.
  • 4 funds opened new Independence Holding Company positions in Q3 2019 and 5 closed out, a net change of -1 holder.
  • The largest Independence Holding Company buyer in Q3 2019 was Atom Investors, an estimated $2.25M added.
  • The largest Independence Holding Company seller in Q3 2019 was First Eagle Investment Management, an estimated $4.24M sold.

Based on aggregated 13F filings for Q3 2019.