Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
53 hedge funds and large institutions have $63.6M invested in Independence Holding Company in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
16% more capital invested
Capital invested by funds: $54.8M → $63.6M (+$8.86M)
6% more funds holding
Funds holding: 50 → 53 (+3)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
+$1.34M |
| 2 |
AI
Accredited Investors
Edina,
Minnesota
|
+$472K |
| 3 |
First Eagle Investment Management
New York
|
+$384K |
| 4 |
CCC
Chelsea Counsel Company
Los Angeles,
California
|
+$226K |
| 5 |
DC
Deere & Company
Moline,
Illinois
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Amici Capital
New York
|
-$1.34M |
| 2 |
RA
Royce & Associates
New York
|
-$286K |
| 3 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$176K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$116K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$77.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | -$434 | -28 | -25% |
|
52
Geode Capital Management
Boston,
Massachusetts
| $604 | +$11.5K | +744 | +2% |
|
|
EVC
53
Eidelman Virant Capital
Saint Louis,
Missouri
| – | -$176K | -12,766 | Closed |
|
54
BNP Paribas Financial Markets
Paris,
France
| – | -$19.8K | -1,430 | Closed |
|
|
OSAM
55
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$13K | -966 | Closed |
|
56
Bank of America
Charlotte,
North Carolina
| – | -$2K | -170 | Closed |
|
57
Barclays
London,
United Kingdom
| – | -$1K | -77 | Closed |
|
IHC Hedge Fund Activity: Q1 2016 in Review
53 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2016, worth a combined $63.6M — up 16% from $54.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IHC positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 14 trimmed.
The largest buyer was EAM Investors, opening a new position worth an estimated $1.34M. The largest seller was Amici Capital, cutting an estimated $1.34M.
- 53 institutional investors held Independence Holding Company (IHC) as of Q1 2016, up from 50 in Q4 2015.
- Funds reported $63.6M of Independence Holding Company stock for Q1 2016, up 16% quarter-over-quarter.
- 8 funds opened new Independence Holding Company positions in Q1 2016 and 5 closed out, a net change of +3 holders.
- The largest Independence Holding Company buyer in Q1 2016 was EAM Investors, an estimated $1.34M added.
- The largest Independence Holding Company seller in Q1 2016 was Amici Capital, an estimated $1.34M sold.
Based on aggregated 13F filings for Q1 2016.