Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
55 hedge funds and large institutions have $96M invested in Independence Holding Company in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 6 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
7% more capital invested
Capital invested by funds: $89.5M → $96M (+$6.57M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 58 → 55 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell Capital
Alta,
Wyoming
|
+$2.07M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$833K |
| 3 |
TG
TCW Group
Los Angeles,
California
|
+$403K |
| 4 |
Goldman Sachs
New York
|
+$383K |
| 5 |
State Street
Boston,
Massachusetts
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.58M |
| 2 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
-$1.01M |
| 3 |
Renaissance Technologies
New York
|
-$472K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$466K |
| 5 |
Axa
Paris,
France
|
-$408K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
52
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | – | – | – |
|
|
WT
53
Whittier Trust
South Pasadena,
California
| $1K | – | – | – |
|
|
SCP
54
Seizert Capital Partners
Birmingham,
Michigan
| – | -$1.01M | -28,349 | Closed |
|
|
55
Axa
Paris,
France
| – | -$408K | -12,256 | Closed |
|
|
PP
56
Paloma Partners
Greenwich,
Connecticut
| – | -$213K | -6,400 | Closed |
|
57
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$123K | -3,706 | Closed |
|
58
SEI Investments
Oaks,
Pennsylvania
| – | -$23K | -696 | Closed |
|
|
PIA
59
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$3K | -81 | Closed |
|
|
HNB
60
Huntington National Bank
Columbus,
Ohio
| – | +$35 | +1 | New |
|
61
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$388 | +11 | New |
|
IHC Hedge Fund Activity: Q3 2018 in Review
55 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2018, worth a combined $96M — up 7.3% from $89.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IHC and 3 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 21 added.
The largest buyer was Cannell Capital, adding an estimated $2.07M. The largest seller was Geode Capital Management, cutting an estimated $1.58M.
- 55 institutional investors held Independence Holding Company (IHC) as of Q3 2018, down from 58 in Q2 2018.
- Funds reported $96M of Independence Holding Company stock for Q3 2018, up 7.3% quarter-over-quarter.
- 3 funds opened new Independence Holding Company positions in Q3 2018 and 6 closed out, a net change of -3 holders.
- The largest Independence Holding Company buyer in Q3 2018 was Cannell Capital, an estimated $2.07M added.
- The largest Independence Holding Company seller in Q3 2018 was Geode Capital Management, an estimated $1.58M sold.
Based on aggregated 13F filings for Q3 2018.