Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
59 hedge funds and large institutions have $124M invested in Independence Holding Company in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
92% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 12
16% more capital invested
Capital invested by funds: $108M → $124M (+$16.8M)
7% more funds holding
Funds holding: 55 → 59 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell Capital
Alta,
Wyoming
|
+$1.07M |
| 2 |
JP Morgan Chase
New York
|
+$526K |
| 3 |
AWM
Altium Wealth Management
Purchase,
New York
|
+$449K |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
+$431K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TG
TCW Group
Los Angeles,
California
|
-$525K |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$522K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$392K |
| 4 |
Bank of New York Mellon
New York
|
-$357K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$87.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
51
Copeland Capital Management
Conshohocken,
Pennsylvania
| $17K | – | – | – |
|
52
Canada Life
Winnipeg,
Manitoba, Canada
| $17K | +$16.3K | +406 | New |
|
|
LTFS
53
Ladenburg Thalmann Financial Services
Miami,
Florida
| $14K | – | – | – |
|
54
US Bancorp
Minneapolis,
Minnesota
| $14K | – | – | – |
|
|
WT
55
Whittier Trust
South Pasadena,
California
| $8K | – | – | – |
|
56
Federated Hermes
Pittsburgh,
Pennsylvania
| $3K | – | – | – |
|
57
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
58
Victory Capital Management
San Antonio,
Texas
| – | -$40K | -1,049 | Closed |
|
|
MAM
59
Meeder Asset Management
Dublin,
Ohio
| – | -$5K | -126 | Closed |
|
IHC Hedge Fund Activity: Q4 2019 in Review
59 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2019, worth a combined $124M — up 16% from $108M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IHC positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 12 trimmed.
The largest buyer was Cannell Capital, adding an estimated $1.07M. The largest seller was TCW Group, cutting an estimated $525K.
- 59 institutional investors held Independence Holding Company (IHC) as of Q4 2019, up from 55 in Q3 2019.
- Funds reported $124M of Independence Holding Company stock for Q4 2019, up 16% quarter-over-quarter.
- 6 funds opened new Independence Holding Company positions in Q4 2019 and 2 closed out, a net change of +4 holders.
- The largest Independence Holding Company buyer in Q4 2019 was Cannell Capital, an estimated $1.07M added.
- The largest Independence Holding Company seller in Q4 2019 was TCW Group, an estimated $525K sold.
Based on aggregated 13F filings for Q4 2019.