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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 $109M invested in Independence Holding Company in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $89M → $109M (+$20.2M)

0% more funds holding

Funds holding: 5555 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
13
Reduced
25
Closed
3
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
$292K
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$274K -$36.5K -1,054 -13%
AWM
28
Altium Wealth Management
New York
$272K
AllianceBernstein
29
AllianceBernstein
Tennessee
$242K -$4.81K -139 -2%
CS
30
Credit Suisse
Switzerland
$230K +$212K +6,121 New
TRCT
31
Tower Research Capital (TRC)
New York
$197K +$151K +4,358 +497%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$182K -$54.9K -1,585 -25%
Bank of America
33
Bank of America
North Carolina
$121K -$44.9K -1,298 -29%
Morgan Stanley
34
Morgan Stanley
New York
$105K -$42.8K -1,235 -31%
AIG
35
American International Group
New York
$104K -$2.18K -63 -2%
Deutsche Bank
36
Deutsche Bank
Germany
$89K +$658 +19 +0.8%
Barclays
37
Barclays
United Kingdom
$81K -$18.3K -528 -20%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$68K
DA
39
Denali Advisors
California
$56K -$45.4K -1,310 -47%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$48K +$7.37K +213 +20%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$44.1K +$30.8K +890 +319%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$33K -$5.23K -151 -15%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$25K +$69 +2 +0.3%
CCM
44
Copeland Capital Management
Pennsylvania
$20K
Citigroup
45
Citigroup
New York
$16K -$43.9K -1,267 -74%
Legal & General Group
46
Legal & General Group
United Kingdom
$15K -$7.58K -219 -35%
AIP
47
Ameritas Investment Partners
Nebraska
$15K
Canada Life
48
Canada Life
Manitoba, Canada
$13K -$1.8K -52 -13%
Osaic Holdings
49
Osaic Holdings
Arizona
$12K
UBS Group
50
UBS Group
Switzerland
$11K -$161K -4,652 -94%

IHC Hedge Fund Activity: Q3 2020 in Review

55 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2020, worth a combined $109M — up 23% from $89M a quarter earlier.

Fund positioning in IHC was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 25 trimmed.

The largest buyer was Cannell Capital, adding an estimated $673K. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $401K sold.

  • 55 institutional investors held Independence Holding Company (IHC) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $109M of Independence Holding Company stock for Q3 2020, up 23% quarter-over-quarter.
  • 3 funds opened new Independence Holding Company positions in Q3 2020 and 3 closed out, a net change of 0 holders.
  • The largest Independence Holding Company buyer in Q3 2020 was Cannell Capital, an estimated $673K added.
  • The largest Independence Holding Company seller in Q3 2020 was Bridgeway Capital Management, an estimated $401K sold.

Based on aggregated 13F filings for Q3 2020.