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IHC

Independence Holding Company
IHC

Delisted

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

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57 hedge funds and large institutions have $119M invested in Independence Holding Company in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

6% more funds holding

Funds holding: 54 → 57 (+3)

1% more capital invested

Capital invested by funds: $118M → $119M (+$956K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
14
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Corsair Capital Management
New York
+$8.04M
2
CC
Cannell Capital
Wyoming
+$930K
3
BlackRock
BlackRock
New York
+$869K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$783K
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$748K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$462K
2
TG
TCW Group
California
-$446K
3
Northern Trust
Northern Trust
Illinois
-$412K
4
Wells Fargo
Wells Fargo
California
-$398K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$351K -$60.6K -1,487 -14%
Wells Fargo
27
Wells Fargo
California
$332K -$398K -9,755 -54%
Bank of America
28
Bank of America
North Carolina
$324K +$156K +3,833 +89%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$319K -$8.97K -220 -3%
Millennium Management
30
Millennium Management
New York
$297K -$27.4K -673 -8%
BAM
31
Belpointe Asset Management
Nevada
$291K +$61.1K +1,500 +26%
AWM
32
Altium Wealth Management
New York
$287K – – –
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$278K – – –
CS
34
Credit Suisse
Switzerland
$250K -$59.3K -1,456 -19%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$192K – – –
Barclays
36
Barclays
United Kingdom
$154K +$96.6K +2,370 +159%
Deutsche Bank
37
Deutsche Bank
Germany
$120K -$11.6K -285 -9%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$88.6K +$40.1K +983 +79%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$72K +$74.4K +1,825 New
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$59K -$32K -786 -35%
UBS Group
41
UBS Group
Switzerland
$55K +$17.7K +435 +47%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$36K +$37.1K +911 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$26K -$29.2K -717 -53%
TRCT
44
Tower Research Capital (TRC)
New York
$24K -$53.6K -1,315 -68%
CCM
45
Copeland Capital Management
Pennsylvania
$23K +$1.75K +43 +8%
Citigroup
46
Citigroup
New York
$16K -$24.3K -597 -59%
AIP
47
Ameritas Investment Partners
Nebraska
$16K – – –
Legal & General Group
48
Legal & General Group
United Kingdom
$16K – – –
Canada Life
49
Canada Life
Manitoba, Canada
$14K – – –
Osaic Holdings
50
Osaic Holdings
Arizona
$13K – – –
1
2
3

IHC Hedge Fund Activity: Q1 2021 in Review

57 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2021, worth a combined $119M — up 0.81% from $118M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IHC positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Corsair Capital Management, opening a new position worth an estimated $8.04M. The largest seller was State Street, cutting an estimated $462K.

  • 57 institutional investors held Independence Holding Company (IHC) as of Q1 2021, up from 54 in Q4 2020.
  • Funds reported $119M of Independence Holding Company stock for Q1 2021, up 0.81% quarter-over-quarter.
  • 6 funds opened new Independence Holding Company positions in Q1 2021 and 3 closed out, a net change of +3 holders.
  • The largest Independence Holding Company buyer in Q1 2021 was Corsair Capital Management, an estimated $8.04M added.
  • The largest Independence Holding Company seller in Q1 2021 was State Street, an estimated $462K sold.

Based on aggregated 13F filings for Q1 2021.