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IHC

Independence Holding Company

Delisted

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

56 hedge funds and large institutions have $142M invested in Independence Holding Company in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $119M → $142M (+$22.5M)

2% less funds holding

Funds holding: 5756 (-1)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
16
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$426K -$422K -9,510 -51%
Millennium Management
27
Millennium Management
New York
$356K +$11K +247 +3%
CS
28
Credit Suisse
Switzerland
$342K +$45.1K +1,017 +16%
AWM
29
Altium Wealth Management
New York
$334K
Morgan Stanley
30
Morgan Stanley
New York
$329K -$381K -8,591 -55%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$305K -$63.5K -1,431 -18%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$273K -$47.1K -1,063 -15%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$225K +$1.69K +38 +0.8%
SOW
34
State of Wyoming
Wyoming
$210K +$201K +4,536 New
Bank of America
35
Bank of America
North Carolina
$196K -$172K -3,888 -48%
Deutsche Bank
36
Deutsche Bank
Germany
$118K -$20.8K -468 -16%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$84K
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$48K -$19.1K -431 -29%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$42K
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$29.7K -$70.2K -1,583 -71%
Barclays
41
Barclays
United Kingdom
$29K -$143K -3,219 -83%
TRCT
42
Tower Research Capital (TRC)
New York
$27K -$1.46K -33 -5%
CCM
43
Copeland Capital Management
Pennsylvania
$27K +$89 +2 +0.4%
AIP
44
Ameritas Investment Partners
Nebraska
$18K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$17K +$3.64K +82 +30%
Citigroup
46
Citigroup
New York
$16K -$2.79K -63 -15%
Legal & General Group
47
Legal & General Group
United Kingdom
$16K -$2.79K -63 -15%
Canada Life
48
Canada Life
Manitoba, Canada
$16K
HI
49
Harbour Investments
Wisconsin
$16K +$15.7K +354 New
US Bancorp
50
US Bancorp
Minnesota
$10K

IHC Hedge Fund Activity: Q2 2021 in Review

56 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2021, worth a combined $142M — up 19% from $119M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IHC and 3 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 16 added.

The largest buyer was Cannell Capital, adding an estimated $2.8M. The largest seller was BlackRock, cutting an estimated $1.72M.

  • 56 institutional investors held Independence Holding Company (IHC) as of Q2 2021, down from 57 in Q1 2021.
  • Funds reported $142M of Independence Holding Company stock for Q2 2021, up 19% quarter-over-quarter.
  • 3 funds opened new Independence Holding Company positions in Q2 2021 and 4 closed out, a net change of -1 holder.
  • The largest Independence Holding Company buyer in Q2 2021 was Cannell Capital, an estimated $2.8M added.
  • The largest Independence Holding Company seller in Q2 2021 was BlackRock, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2021.