Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
53 hedge funds and large institutions have $96M invested in Independence Holding Company in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 6 closing their positions.
32% more capital invested
Capital invested by funds: $72.6M → $96M (+$23.4M)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2% less funds holding
Funds holding: 54 → 53 (-1)
50% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$833K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$727K |
| 3 |
CC
Cannell Capital
Alta,
Wyoming
|
+$314K |
| 4 |
TG
TCW Group
Los Angeles,
California
|
+$256K |
| 5 |
MSL
Mackay Shields LLC
New York
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
-$13.5M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$343K |
| 3 |
Millennium Management
New York
|
-$340K |
| 4 |
Renaissance Technologies
New York
|
-$270K |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$266K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $1K | -$49.3K | -1,679 | -97% |
|
|
WT
52
Whittier Trust
South Pasadena,
California
| $1K | – | – | – |
|
53
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | +$881 | +30 | New |
|
|
54
Millennium Management
New York
| – | -$340K | -12,369 | Closed |
|
55
Goldman Sachs
New York
| – | -$207K | -7,557 | Closed |
|
|
OSAM
56
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$62K | -2,244 | Closed |
|
57
Parallax Volatility Advisers
San Francisco,
California
| – | -$29K | -1,050 | Closed |
|
IHC Hedge Fund Activity: Q1 2018 in Review
53 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2018, worth a combined $96M — up 32% from $72.6M a quarter earlier.
Fund positioning in IHC was balanced in Q1 2018: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 22 trimmed.
The largest buyer was Seizert Capital Partners, opening a new position worth an estimated $833K. The largest seller was First Eagle Investment Management, cutting an estimated $13.5M.
- 53 institutional investors held Independence Holding Company (IHC) as of Q1 2018, down from 54 in Q4 2017.
- Funds reported $96M of Independence Holding Company stock for Q1 2018, up 32% quarter-over-quarter.
- 6 funds opened new Independence Holding Company positions in Q1 2018 and 6 closed out, a net change of 0 holders.
- The largest Independence Holding Company buyer in Q1 2018 was Seizert Capital Partners, an estimated $833K added.
- The largest Independence Holding Company seller in Q1 2018 was First Eagle Investment Management, an estimated $13.5M sold.
Based on aggregated 13F filings for Q1 2018.