We are live on ! Find out more
IHC

Independence Holding Company
IHC

Delisted

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

Back to rankings

54 hedge funds and large institutions have $118M invested in Independence Holding Company in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

8% more capital invested

Capital invested by funds: $109M → $118M (+$9.03M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 55 → 54 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
2
Increased
20
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CC
Cannell Capital
Wyoming
+$1.16M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$720K
3
BlackRock
BlackRock
New York
+$683K
4
JP Morgan Chase
JP Morgan Chase
New York
+$368K
5
BAM
Belpointe Asset Management
Nevada
+$231K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.62M
2
TG
TCW Group
California
-$1.6M
3
Millennium Management
Millennium Management
New York
-$384K
4
Goldman Sachs
Goldman Sachs
New York
-$338K
5
Invesco
Invesco
Georgia
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
26
Credit Suisse
Switzerland
$317K +$65.4K +1,638 +27%
AWM
27
Altium Wealth Management
New York
$295K – – –
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$286K -$30.8K -771 -10%
AllianceBernstein
29
AllianceBernstein
Tennessee
$253K -$10.1K -252 -4%
BAM
30
Belpointe Asset Management
Nevada
$238K +$231K +5,800 New
Morgan Stanley
31
Morgan Stanley
New York
$237K +$119K +2,992 +107%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$197K – – –
Bank of America
33
Bank of America
North Carolina
$177K +$43.5K +1,089 +34%
Deutsche Bank
34
Deutsche Bank
Germany
$135K +$37.7K +944 +40%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$93K +$39.7K +995 +79%
TRCT
36
Tower Research Capital (TRC)
New York
$79K -$132K -3,308 -63%
Barclays
37
Barclays
United Kingdom
$61K -$25.5K -639 -30%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$58K +$19.7K +494 +58%
DA
39
Denali Advisors
California
$51K -$9.98K -250 -17%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$50.9K +$2.87K +72 +6%
Citigroup
41
Citigroup
New York
$41K +$22.7K +568 +130%
UBS Group
42
UBS Group
Switzerland
$38K +$25.6K +641 +219%
CCM
43
Copeland Capital Management
Pennsylvania
$22K +$160 +4 +0.8%
Legal & General Group
44
Legal & General Group
United Kingdom
$17K – – –
AIP
45
Ameritas Investment Partners
Nebraska
$16K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$15K -$11.9K -297 -45%
Canada Life
47
Canada Life
Manitoba, Canada
$14K – – –
Osaic Holdings
48
Osaic Holdings
Arizona
$13K – – –
US Bancorp
49
US Bancorp
Minnesota
$9K – – –
WT
50
Whittier Trust
California
$7K – – –
1
2
3

IHC Hedge Fund Activity: Q4 2020 in Review

54 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2020, worth a combined $118M — up 8.3% from $109M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IHC and 2 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 20 added.

The largest buyer was Cannell Capital, adding an estimated $1.16M. The largest seller was Royce & Associates, cutting an estimated $1.62M.

  • 54 institutional investors held Independence Holding Company (IHC) as of Q4 2020, down from 55 in Q3 2020.
  • Funds reported $118M of Independence Holding Company stock for Q4 2020, up 8.3% quarter-over-quarter.
  • 2 funds opened new Independence Holding Company positions in Q4 2020 and 3 closed out, a net change of -1 holder.
  • The largest Independence Holding Company buyer in Q4 2020 was Cannell Capital, an estimated $1.16M added.
  • The largest Independence Holding Company seller in Q4 2020 was Royce & Associates, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2020.