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IHC

Independence Holding Company

Delisted

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

53 hedge funds and large institutions have $76.2M invested in Independence Holding Company in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 5953 (-6)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

39% less capital invested

Capital invested by funds: $124M → $76.2M (-$48.1M)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
53
Holders Change
-6
Holders Change %
-10.17%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
18
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$242K -$6.17K -165 -2%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$204K
Invesco
28
Invesco
Georgia
$201K +$49.9K +1,334 +20%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$198K +$3.29K +88 +1%
UBS Group
30
UBS Group
Switzerland
$180K -$90.2K -2,414 -26%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$164K
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$91K -$35.1K -940 -21%
Morgan Stanley
33
Morgan Stanley
New York
$77K -$238K -6,380 -68%
AIG
34
American International Group
New York
$75K -$6.35K -170 -5%
DA
35
Denali Advisors
California
$72K -$2.13K -57 -2%
Victory Capital Management
36
Victory Capital Management
Texas
$50K +$73K +1,954 New
Russell Investments Group
37
Russell Investments Group
United Kingdom
$46K
NL
38
NKCFO LLC
Illinois
$42K -$213K -5,700 -78%
Barclays
39
Barclays
United Kingdom
$42K -$128K -3,417 -67%
Deutsche Bank
40
Deutsche Bank
Germany
$40K -$18K -481 -24%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$39.8K +$12K +321 +26%
Citigroup
42
Citigroup
New York
$39K +$13.9K +372 +32%
Legal & General Group
43
Legal & General Group
United Kingdom
$16K -$5.38K -144 -19%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$15K -$23.5K -630 -49%
CCM
45
Copeland Capital Management
Pennsylvania
$13K +$3.7K +99 +24%
Canada Life
46
Canada Life
Manitoba, Canada
$10K -$37 -1 -0.2%
AIP
47
Ameritas Investment Partners
Nebraska
$10K
US Bancorp
48
US Bancorp
Minnesota
$8K
Osaic Holdings
49
Osaic Holdings
Arizona
$8K +$12.3K +328 New
WT
50
Whittier Trust
California
$4K -$1.38K -37 -19%

IHC Hedge Fund Activity: Q1 2020 in Review

53 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2020, worth a combined $76.2M — down 39% from $124M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IHC and 2 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 18 added.

The largest buyer was Cannell Capital, adding an estimated $2.44M. The largest seller was Bridgeway Capital Management, cutting an estimated $775K.

  • 53 institutional investors held Independence Holding Company (IHC) as of Q1 2020, down from 59 in Q4 2019.
  • Funds reported $76.2M of Independence Holding Company stock for Q1 2020, down 39% quarter-over-quarter.
  • 2 funds opened new Independence Holding Company positions in Q1 2020 and 7 closed out, a net change of -5 holders.
  • The largest Independence Holding Company buyer in Q1 2020 was Cannell Capital, an estimated $2.44M added.
  • The largest Independence Holding Company seller in Q1 2020 was Bridgeway Capital Management, an estimated $775K sold.

Based on aggregated 13F filings for Q1 2020.