Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
55 hedge funds and large institutions have $89M invested in Independence Holding Company in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
17% more capital invested
Capital invested by funds: $76.2M → $89M (+$12.7M)
4% more funds holding
Funds holding: 53 → 55 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TG
TCW Group
Los Angeles,
California
|
+$2.59M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
+$1.73M |
| 3 |
CC
Cannell Capital
Alta,
Wyoming
|
+$1.29M |
| 4 |
PCM
Prelude Capital Management
New York
|
+$369K |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$347K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atom Investors
Austin,
Texas
|
-$4.79M |
| 2 |
BL
Bleichroeder LP
New York
|
-$1.12M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$863K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$789K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$597K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
BNP Paribas Financial Markets
Paris,
France
| $8.54K | -$35.7K | -1,279 | -82% |
|
52
US Bancorp
Minneapolis,
Minnesota
| $7K | -$3.07K | -110 | -33% |
|
|
WT
53
Whittier Trust
South Pasadena,
California
| $5K | – | – | – |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
|
AI
55
Atom Investors
Austin,
Texas
| – | -$4.79M | -187,337 | Closed |
|
56
Goldman Sachs
New York
| – | -$242K | -9,466 | Closed |
|
57
Victory Capital Management
San Antonio,
Texas
| – | -$50K | -1,954 | Closed |
|
|
NL
58
NKCFO LLC
Geneva,
Illinois
| – | -$42K | -1,650 | Closed |
|
59
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2K | -62 | Closed |
|
IHC Hedge Fund Activity: Q2 2020 in Review
55 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2020, worth a combined $89M — up 17% from $76.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IHC positions and 5 closed out — a net gain of 2 holders — while 20 added to existing stakes and 16 trimmed.
The largest buyer was TCW Group, adding an estimated $2.59M. The largest seller was Atom Investors, exiting entirely with an estimated $4.79M sold.
- 55 institutional investors held Independence Holding Company (IHC) as of Q2 2020, up from 53 in Q1 2020.
- Funds reported $89M of Independence Holding Company stock for Q2 2020, up 17% quarter-over-quarter.
- 7 funds opened new Independence Holding Company positions in Q2 2020 and 5 closed out, a net change of +2 holders.
- The largest Independence Holding Company buyer in Q2 2020 was TCW Group, an estimated $2.59M added.
- The largest Independence Holding Company seller in Q2 2020 was Atom Investors, an estimated $4.79M sold.
Based on aggregated 13F filings for Q2 2020.