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IHC

Independence Holding Company

Delisted

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

73 hedge funds and large institutions have $193M invested in Independence Holding Company in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

40% more capital invested

Capital invested by funds: $138M → $193M (+$55.4M)

33% more funds holding

Funds holding: 5573 (+18)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
73
Holders Change
+18
Holders Change %
+32.73%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
18
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$995K -$229K -4,294 -20%
Renaissance Technologies
27
Renaissance Technologies
New York
$896K +$843K +15,800 New
RC
28
RBF Capital
California
$850K
ETC
29
Exchange Traded Concepts
Oklahoma
$780K +$734K +13,764 New
GI
30
GAMCO Investors
Connecticut
$777K +$731K +13,700 New
PPA
31
Parametric Portfolio Associates
Washington
$760K +$21.4K +402 +3%
Swiss National Bank
32
Swiss National Bank
Switzerland
$640K
CCM
33
Corsair Capital Management
New York
$601K -$5.22M -97,845 -62%
CL
34
CSS LLC
Illinois
$567K +$534K +10,000 New
NAM
35
Nexpoint Asset Management
Texas
$503K +$473K +8,869 New
CS
36
Credit Suisse
Switzerland
$463K +$22.9K +430 +6%
Morgan Stanley
37
Morgan Stanley
New York
$429K +$25.1K +470 +7%
AWM
38
Altium Wealth Management
New York
$408K
JP Morgan Chase
39
JP Morgan Chase
New York
$394K +$157K +2,951 +74%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$382K +$11.8K +221 +3%
BCM
41
Bourgeon Capital Management
Connecticut
$370K -$472K -8,850 -58%
OR
42
Olympiad Research
Connecticut
$353K -$206K -3,869 -38%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$331K -$46.3K -867 -13%
Barclays
44
Barclays
United Kingdom
$294K +$182K +3,417 +192%
Wells Fargo
45
Wells Fargo
California
$266K +$119K +2,223 +90%
Jane Street
46
Jane Street
New York
$251K +$236K +4,421 New
Bank of America
47
Bank of America
North Carolina
$246K +$34.8K +652 +18%
DC
48
Diametric Capital
Massachusetts
$244K +$229K +4,300 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$227K +$213K +4,000 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$212K

IHC Hedge Fund Activity: Q4 2021 in Review

73 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2021, worth a combined $193M — up 40% from $138M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IHC positions and 6 closed out — a net gain of 18 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Glazer Capital LLC, opening a new position worth an estimated $12.8M. The largest seller was Arnhold LLC, cutting an estimated $8.31M.

  • 73 institutional investors held Independence Holding Company (IHC) as of Q4 2021, up from 55 in Q3 2021.
  • Funds reported $193M of Independence Holding Company stock for Q4 2021, up 40% quarter-over-quarter.
  • 24 funds opened new Independence Holding Company positions in Q4 2021 and 6 closed out, a net change of +18 holders.
  • The largest Independence Holding Company buyer in Q4 2021 was Glazer Capital LLC, an estimated $12.8M added.
  • The largest Independence Holding Company seller in Q4 2021 was Arnhold LLC, an estimated $8.31M sold.

Based on aggregated 13F filings for Q4 2021.