Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
54 hedge funds and large institutions have $72.6M invested in Independence Holding Company in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
10% more capital invested
Capital invested by funds: $65.9M → $72.6M (+$6.73M)
6% more funds holding
Funds holding: 51 → 54 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell Capital
Alta,
Wyoming
|
+$1.22M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$533K |
| 3 |
First Eagle Investment Management
New York
|
+$381K |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$373K |
| 5 |
TG
TCW Group
Los Angeles,
California
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$1.21M |
| 2 |
AI
Accredited Investors
Edina,
Minnesota
|
-$334K |
| 3 |
Renaissance Technologies
New York
|
-$186K |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$152K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$115K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
|
WT
52
Whittier Trust
South Pasadena,
California
| $1K | +$1.03K | +37 | New |
|
|
AI
53
Accredited Investors
Edina,
Minnesota
| – | -$334K | -13,236 | Closed |
|
|
NFA
54
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$152K | -6,013 | Closed |
|
|
AC
55
Alexandria Capital
Arlington,
Virginia
| – | -$70K | -2,772 | Closed |
|
56
AssetMark Inc
Concord,
California
| – | -$8K | -332 | Closed |
|
|
DCM
57
Delpha Capital Management
New York
| – | +$445 | +16 | New |
|
IHC Hedge Fund Activity: Q4 2017 in Review
54 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2017, worth a combined $72.6M — up 10% from $65.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IHC positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 14 trimmed.
The largest buyer was Cannell Capital, opening a new position worth an estimated $1.22M. The largest seller was Royce & Associates, cutting an estimated $1.21M.
- 54 institutional investors held Independence Holding Company (IHC) as of Q4 2017, up from 51 in Q3 2017.
- Funds reported $72.6M of Independence Holding Company stock for Q4 2017, up 10% quarter-over-quarter.
- 7 funds opened new Independence Holding Company positions in Q4 2017 and 4 closed out, a net change of +3 holders.
- The largest Independence Holding Company buyer in Q4 2017 was Cannell Capital, an estimated $1.22M added.
- The largest Independence Holding Company seller in Q4 2017 was Royce & Associates, an estimated $1.21M sold.
Based on aggregated 13F filings for Q4 2017.