Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
48 hedge funds and large institutions have $67.6M invested in Independence Holding Company in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
16% less funds holding
Funds holding: 57 → 48 (-9)
18% less capital invested
Capital invested by funds: $82.3M → $67.6M (-$14.7M)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.09M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.55M |
| 3 |
TG
TCW Group
Los Angeles,
California
|
+$731K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$169K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$52.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
-$1.64M |
| 2 |
Renaissance Technologies
New York
|
-$264K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$232K |
| 4 |
Morgan Stanley
New York
|
-$213K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WF
51
WealthTrust Fairport
Cleveland,
Ohio
| – | -$198K | -10,149 | Closed |
|
52
Russell Investments Group
London,
United Kingdom
| – | -$56K | -2,870 | Closed |
|
53
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$6K | -317 | Closed |
|
IHC Hedge Fund Activity: Q1 2017 in Review
48 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2017, worth a combined $67.6M — down 18% from $82.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IHC and 1 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 16 added.
The largest buyer was BlackRock, adding an estimated $6.09M. The largest seller was EAM Investors, exiting entirely with an estimated $1.64M sold.
- 48 institutional investors held Independence Holding Company (IHC) as of Q1 2017, down from 57 in Q4 2016.
- Funds reported $67.6M of Independence Holding Company stock for Q1 2017, down 18% quarter-over-quarter.
- 1 fund opened new Independence Holding Company positions in Q1 2017 and 6 closed out, a net change of -5 holders.
- The largest Independence Holding Company buyer in Q1 2017 was BlackRock, an estimated $6.09M added.
- The largest Independence Holding Company seller in Q1 2017 was EAM Investors, an estimated $1.64M sold.
Based on aggregated 13F filings for Q1 2017.