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IHC

Independence Holding Company

Delisted

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

59 hedge funds and large institutions have $124M invested in Independence Holding Company in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 12 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

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

16% more capital invested

Capital invested by funds: $108M → $124M (+$16.8M)

7% more funds holding

Funds holding: 5559 (+4)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
23
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
ExodusPoint Capital Management
New York
$451K +$431K +10,717 New
Swiss National Bank
27
Swiss National Bank
Switzerland
$421K +$16.1K +400 +4%
Goldman Sachs
28
Goldman Sachs
New York
$405K +$387K +9,631 New
Renaissance Technologies
29
Renaissance Technologies
New York
$403K +$22.8K +568 +6%
UBS Group
30
UBS Group
Switzerland
$398K +$25.9K +644 +7%
Morgan Stanley
31
Morgan Stanley
New York
$394K +$207K +5,148 +122%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$336K +$1.13K +28 +0.4%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$322K
NL
34
NKCFO LLC
Illinois
$309K
Invesco
35
Invesco
Georgia
$276K -$13.1K -327 -5%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$269K
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$259K +$6.87K +171 +3%
ZCM
38
Zebra Capital Management
Connecticut
$235K -$20.4K -508 -8%
Barclays
39
Barclays
United Kingdom
$213K +$102K +2,547 +101%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$189K +$6.51K +162 +4%
AIG
41
American International Group
New York
$131K -$1.04K -26 -0.8%
DA
42
Denali Advisors
California
$120K +$115K +2,857 New
Deutsche Bank
43
Deutsche Bank
Germany
$84K +$2.85K +71 +4%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$76K
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$54K +$7.71K +192 +18%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$52.1K +$18.2K +453 +58%
Citigroup
47
Citigroup
New York
$49K +$21K +523 +80%
Legal & General Group
48
Legal & General Group
United Kingdom
$32K
TRCT
49
Tower Research Capital (TRC)
New York
$25K +$22.8K +567 +2,181%
AIP
50
Ameritas Investment Partners
Nebraska
$17K

IHC Hedge Fund Activity: Q4 2019 in Review

59 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2019, worth a combined $124M — up 16% from $108M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IHC positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Cannell Capital, adding an estimated $1.07M. The largest seller was TCW Group, cutting an estimated $525K.

  • 59 institutional investors held Independence Holding Company (IHC) as of Q4 2019, up from 55 in Q3 2019.
  • Funds reported $124M of Independence Holding Company stock for Q4 2019, up 16% quarter-over-quarter.
  • 6 funds opened new Independence Holding Company positions in Q4 2019 and 2 closed out, a net change of +4 holders.
  • The largest Independence Holding Company buyer in Q4 2019 was Cannell Capital, an estimated $1.07M added.
  • The largest Independence Holding Company seller in Q4 2019 was TCW Group, an estimated $525K sold.

Based on aggregated 13F filings for Q4 2019.