Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
58 hedge funds and large institutions have $89.5M invested in Independence Holding Company in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
9% more funds holding
Funds holding: 53 → 58 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $96M → $89.5M (-$6.53M)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.15M |
| 2 |
Goldman Sachs
New York
|
+$874K |
| 3 |
CC
Cannell Capital
Alta,
Wyoming
|
+$845K |
| 4 |
Millennium Management
New York
|
+$789K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$533K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.17M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
-$2.11M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$575K |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$327K |
| 5 |
MSL
Mackay Shields LLC
New York
|
-$300K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
51
Ladenburg Thalmann Financial Services
Miami,
Florida
| $12K | – | – | – |
|
52
Federated Hermes
Pittsburgh,
Pennsylvania
| $7K | +$361 | +10 | +5% |
|
53
US Bancorp
Minneapolis,
Minnesota
| $7K | +$3.98K | +110 | +101% |
|
54
BNP Paribas Financial Markets
Paris,
France
| $5.12K | -$26.9K | -743 | -83% |
|
|
PIA
55
Piedmont Investment Advisors
Durham,
North Carolina
| $3K | +$2.93K | +81 | New |
|
56
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
57
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | – | – | – |
|
|
WT
58
Whittier Trust
South Pasadena,
California
| $1K | – | – | – |
|
|
MSL
59
Mackay Shields LLC
New York
| – | -$300K | -8,428 | Closed |
|
60
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$7K | -204 | Closed |
|
IHC Hedge Fund Activity: Q2 2018 in Review
58 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2018, worth a combined $89.5M — down 6.8% from $96M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IHC positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 20 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $1.15M. The largest seller was BlackRock, cutting an estimated $2.17M.
- 58 institutional investors held Independence Holding Company (IHC) as of Q2 2018, up from 53 in Q1 2018.
- Funds reported $89.5M of Independence Holding Company stock for Q2 2018, down 6.8% quarter-over-quarter.
- 7 funds opened new Independence Holding Company positions in Q2 2018 and 2 closed out, a net change of +5 holders.
- The largest Independence Holding Company buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $1.15M added.
- The largest Independence Holding Company seller in Q2 2018 was BlackRock, an estimated $2.17M sold.
Based on aggregated 13F filings for Q2 2018.