Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
51 hedge funds and large institutions have $65.9M invested in Independence Holding Company in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2% more funds holding
Funds holding: 50 → 51 (+1)
12% less capital invested
Capital invested by funds: $74.4M → $65.9M (-$8.56M)
55% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$305K |
| 2 |
Axa
Paris,
France
|
+$260K |
| 3 |
Goldman Sachs
New York
|
+$237K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$185K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$19.4M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
-$1.12M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$903K |
| 4 |
First Eagle Investment Management
New York
|
-$847K |
| 5 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$473K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
LSV Asset Management
Chicago,
Illinois
| – | -$903K | -44,193 | Closed |
|
|
EGA
52
Eagle Global Advisors
Houston,
Texas
| – | -$473K | -23,125 | Closed |
|
53
JP Morgan Chase
New York
| – | -$14K | -683 | Closed |
|
|
DA
54
Denali Advisors
San Diego,
California
| – | -$3K | -160 | Closed |
|
IHC Hedge Fund Activity: Q3 2017 in Review
51 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2017, worth a combined $65.9M — down 12% from $74.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IHC positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 22 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $305K. The largest seller was Dimensional Fund Advisors, cutting an estimated $19.4M.
- 51 institutional investors held Independence Holding Company (IHC) as of Q3 2017, up from 50 in Q2 2017.
- Funds reported $65.9M of Independence Holding Company stock for Q3 2017, down 12% quarter-over-quarter.
- 5 funds opened new Independence Holding Company positions in Q3 2017 and 4 closed out, a net change of +1 holder.
- The largest Independence Holding Company buyer in Q3 2017 was Millennium Management, an estimated $305K added.
- The largest Independence Holding Company seller in Q3 2017 was Dimensional Fund Advisors, an estimated $19.4M sold.
Based on aggregated 13F filings for Q3 2017.