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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 $138M invested in Independence Holding Company in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% less capital invested

Capital invested by funds: $142M → $138M (-$3.63M)

2% less funds holding

Funds holding: 5655 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
15
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$332K +$5.66K +123 +2%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$323K +$28.5K +619 +10%
Tudor Investment Corp
28
Tudor Investment Corp
Connecticut
$248K +$230K +5,000 New
SOW
29
State of Wyoming
Wyoming
$210K -$14.1K -307 -7%
JP Morgan Chase
30
JP Morgan Chase
New York
$200K -$238K -5,181 -56%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$186K -$50.8K -1,104 -23%
Bank of America
32
Bank of America
North Carolina
$183K -$25.3K -550 -13%
SG Americas Securities
33
SG Americas Securities
New York
$154K +$143K +3,114 New
SO
34
STRS Ohio
Ohio
$128K -$488K -10,600 -80%
Wells Fargo
35
Wells Fargo
California
$122K -$666K -14,470 -85%
Deutsche Bank
36
Deutsche Bank
Germany
$122K -$3.5K -76 -3%
AIG
37
American International Group
New York
$116K -$2.53K -55 -2%
Barclays
38
Barclays
United Kingdom
$88K +$52.4K +1,138 +177%
Legal & General Group
39
Legal & General Group
United Kingdom
$67K +$46.6K +1,013 +293%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$51.8K +$18.5K +403 +63%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$45K
Citigroup
42
Citigroup
New York
$29K +$11.1K +241 +70%
AIP
43
Ameritas Investment Partners
Nebraska
$20K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$19K +$1.2K +26 +7%
HI
45
Harbour Investments
Wisconsin
$18K
Canada Life
46
Canada Life
Manitoba, Canada
$17K
TG
47
TCW Group
California
$13.2K -$2.34M -50,772 -16%
US Bancorp
48
US Bancorp
Minnesota
$11K
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$9K -$40.2K -873 -84%
WT
50
Whittier Trust
California
$8K

IHC Hedge Fund Activity: Q3 2021 in Review

55 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2021, worth a combined $138M — down 2.6% from $142M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IHC and 5 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 15 added.

The largest buyer was Cannell Capital, adding an estimated $4.83M. The largest seller was Bleichroeder LP, exiting entirely with an estimated $2.53M sold.

  • 55 institutional investors held Independence Holding Company (IHC) as of Q3 2021, down from 56 in Q2 2021.
  • Funds reported $138M of Independence Holding Company stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 5 funds opened new Independence Holding Company positions in Q3 2021 and 6 closed out, a net change of -1 holder.
  • The largest Independence Holding Company buyer in Q3 2021 was Cannell Capital, an estimated $4.83M added.
  • The largest Independence Holding Company seller in Q3 2021 was Bleichroeder LP, an estimated $2.53M sold.

Based on aggregated 13F filings for Q3 2021.