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IHC

Independence Holding Company
IHC

Delisted

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

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55 hedge funds and large institutions have $89M invested in Independence Holding Company in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

17% more capital invested

Capital invested by funds: $76.2M → $89M (+$12.7M)

4% more funds holding

Funds holding: 53 → 55 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
20
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TG
TCW Group
California
+$2.59M
2
EC
EJF Capital
Virginia
+$1.73M
3
CC
Cannell Capital
Wyoming
+$1.29M
4
PCM
Prelude Capital Management
New York
+$369K
5
BFM
Boothbay Fund Management
New York
+$347K

Top Sellers

Rank Fund Capital Flow
1
AI
Atom Investors
Texas
-$4.79M
2
BL
Bleichroeder LP
New York
-$1.12M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$863K
4
Bank of America
Bank of America
North Carolina
-$789K
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$597K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$300K +$274K +9,800 New
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$254K +$9.07K +325 +4%
Invesco
28
Invesco
Georgia
$254K +$10.5K +377 +5%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$237K – – –
AWM
30
Altium Wealth Management
New York
$220K +$201K +7,205 New
AllianceBernstein
31
AllianceBernstein
Tennessee
$201K +$183K +6,563 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$196K – – –
UBS Group
33
UBS Group
Switzerland
$151K -$58.6K -2,099 -30%
Bank of America
34
Bank of America
North Carolina
$138K -$789K -28,250 -86%
Morgan Stanley
35
Morgan Stanley
New York
$123K +$29.2K +1,047 +35%
AIG
36
American International Group
New York
$86K -$3.21K -115 -4%
DA
37
Denali Advisors
California
$86K – – –
Barclays
38
Barclays
United Kingdom
$81K +$28.2K +1,009 +61%
Deutsche Bank
39
Deutsche Bank
Germany
$71K +$21.6K +774 +50%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$55K – – –
Citigroup
41
Citigroup
New York
$52K +$4.41K +158 +10%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$32K -$69.9K -2,505 -70%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$28K +$10.2K +364 +56%
TRCT
44
Tower Research Capital (TRC)
New York
$27K +$24.5K +877 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$20K -$863K -30,932 -98%
Legal & General Group
46
Legal & General Group
United Kingdom
$19K – – –
CCM
47
Copeland Capital Management
Pennsylvania
$16K +$530 +19 +4%
Canada Life
48
Canada Life
Manitoba, Canada
$13K -$112 -4 -1%
AIP
49
Ameritas Investment Partners
Nebraska
$12K – – –
Osaic Holdings
50
Osaic Holdings
Arizona
$10K – – –
1
2
3

IHC Hedge Fund Activity: Q2 2020 in Review

55 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2020, worth a combined $89M — up 17% from $76.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IHC positions and 5 closed out — a net gain of 2 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was TCW Group, adding an estimated $2.59M. The largest seller was Atom Investors, exiting entirely with an estimated $4.79M sold.

  • 55 institutional investors held Independence Holding Company (IHC) as of Q2 2020, up from 53 in Q1 2020.
  • Funds reported $89M of Independence Holding Company stock for Q2 2020, up 17% quarter-over-quarter.
  • 7 funds opened new Independence Holding Company positions in Q2 2020 and 5 closed out, a net change of +2 holders.
  • The largest Independence Holding Company buyer in Q2 2020 was TCW Group, an estimated $2.59M added.
  • The largest Independence Holding Company seller in Q2 2020 was Atom Investors, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2020.