Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
53 hedge funds and large institutions have $76.2M invested in Independence Holding Company in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less funds holding
Funds holding: 59 → 53 (-6)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
39% less capital invested
Capital invested by funds: $124M → $76.2M (-$48.1M)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell Capital
Alta,
Wyoming
|
+$2.44M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
+$796K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$685K |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$361K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$775K |
| 2 |
BL
Bleichroeder LP
New York
|
-$541K |
| 3 |
AWM
Altium Wealth Management
Purchase,
New York
|
-$471K |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
-$451K |
| 5 |
Renaissance Technologies
New York
|
-$403K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Federated Hermes
Pittsburgh,
Pennsylvania
| $2K | -$262 | -7 | -10% |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | – | – | – |
|
|
AWM
53
Altium Wealth Management
Purchase,
New York
| – | -$471K | -11,186 | Closed |
|
|
ECM
54
ExodusPoint Capital Management
New York
| – | -$451K | -10,717 | Closed |
|
|
55
Renaissance Technologies
New York
| – | -$403K | -9,570 | Closed |
|
56
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$259K | -6,152 | Closed |
|
|
ZCM
57
Zebra Capital Management
Stamford,
Connecticut
| – | -$235K | -5,584 | Closed |
|
|
TRCT
58
Tower Research Capital (TRC)
New York
| – | -$25K | -593 | Closed |
|
IHC Hedge Fund Activity: Q1 2020 in Review
53 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2020, worth a combined $76.2M — down 39% from $124M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IHC and 2 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 18 added.
The largest buyer was Cannell Capital, adding an estimated $2.44M. The largest seller was Bridgeway Capital Management, cutting an estimated $775K.
- 53 institutional investors held Independence Holding Company (IHC) as of Q1 2020, down from 59 in Q4 2019.
- Funds reported $76.2M of Independence Holding Company stock for Q1 2020, down 39% quarter-over-quarter.
- 2 funds opened new Independence Holding Company positions in Q1 2020 and 7 closed out, a net change of -5 holders.
- The largest Independence Holding Company buyer in Q1 2020 was Cannell Capital, an estimated $2.44M added.
- The largest Independence Holding Company seller in Q1 2020 was Bridgeway Capital Management, an estimated $775K sold.
Based on aggregated 13F filings for Q1 2020.