Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
55 hedge funds and large institutions have $108M invested in Independence Holding Company in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 5 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $108M → $108M (-$74.7K)
2% less funds holding
Funds holding: 56 → 55 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atom Investors
Austin,
Texas
|
+$2.25M |
| 2 |
CC
Cannell Capital
Alta,
Wyoming
|
+$1.76M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$683K |
| 4 |
BlackRock
New York
|
+$542K |
| 5 |
State Street
Boston,
Massachusetts
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
-$4.24M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
-$1.21M |
| 3 |
RA
Royce & Associates
New York
|
-$420K |
| 4 |
Goldman Sachs
New York
|
-$204K |
| 5 |
Morgan Stanley
New York
|
-$143K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Federated Hermes
Pittsburgh,
Pennsylvania
| $3K | -$5.41K | -143 | -67% |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $1K | +$416 | +11 | +73% |
|
|
54
First Eagle Investment Management
New York
| – | -$4.24M | -109,423 | Closed |
|
|
55
Goldman Sachs
New York
| – | -$204K | -5,278 | Closed |
|
|
AG
56
Aperio Group
Sausalito,
California
| – | -$80K | -2,056 | Closed |
|
57
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$58K | -1,500 | Closed |
|
|
PAM
58
Panagora Asset Management
Boston,
Massachusetts
| – | -$2K | -64 | Closed |
|
59
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$151 | +4 | New |
|
IHC Hedge Fund Activity: Q3 2019 in Review
55 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2019, worth a combined $108M — down 0.07% from $108M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IHC and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 20 added.
The largest buyer was Atom Investors, adding an estimated $2.25M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $4.24M sold.
- 55 institutional investors held Independence Holding Company (IHC) as of Q3 2019, down from 56 in Q2 2019.
- Funds reported $108M of Independence Holding Company stock for Q3 2019, down 0.07% quarter-over-quarter.
- 4 funds opened new Independence Holding Company positions in Q3 2019 and 5 closed out, a net change of -1 holder.
- The largest Independence Holding Company buyer in Q3 2019 was Atom Investors, an estimated $2.25M added.
- The largest Independence Holding Company seller in Q3 2019 was First Eagle Investment Management, an estimated $4.24M sold.
Based on aggregated 13F filings for Q3 2019.