Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
52 hedge funds and large institutions have $71.8M invested in Independence Holding Company in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 3 closing their positions.
13% more capital invested
Capital invested by funds: $63.6M → $71.8M (+$8.19M)
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
2% less funds holding
Funds holding: 53 → 52 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$312K |
| 2 |
JP Morgan Chase
New York
|
+$152K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$115K |
| 4 |
AC
Amici Capital
New York
|
+$104K |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$245K |
| 2 |
CCC
Chelsea Counsel Company
Los Angeles,
California
|
-$232K |
| 3 |
DC
Deere & Company
Moline,
Illinois
|
-$219K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$184K |
| 5 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
-$165K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | -$49 | -3 | -4% |
|
|
CCC
52
Chelsea Counsel Company
Los Angeles,
California
| – | -$232K | -14,555 | Closed |
|
|
DC
53
Deere & Company
Moline,
Illinois
| – | -$219K | -13,728 | Closed |
|
|
BPM
54
Bowling Portfolio Management
Cincinnati,
Ohio
| – | -$165K | -10,353 | Closed |
|
IHC Hedge Fund Activity: Q2 2016 in Review
52 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2016, worth a combined $71.8M — up 13% from $63.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IHC and 2 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 19 added.
The largest buyer was Vanguard Group, adding an estimated $312K. The largest seller was Royce & Associates, cutting an estimated $245K.
- 52 institutional investors held Independence Holding Company (IHC) as of Q2 2016, down from 53 in Q1 2016.
- Funds reported $71.8M of Independence Holding Company stock for Q2 2016, up 13% quarter-over-quarter.
- 2 funds opened new Independence Holding Company positions in Q2 2016 and 3 closed out, a net change of -1 holder.
- The largest Independence Holding Company buyer in Q2 2016 was Vanguard Group, an estimated $312K added.
- The largest Independence Holding Company seller in Q2 2016 was Royce & Associates, an estimated $245K sold.
Based on aggregated 13F filings for Q2 2016.