Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
55 hedge funds and large institutions have $109M invested in Independence Holding Company in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 3 closing their positions.
23% more capital invested
Capital invested by funds: $89M → $109M (+$20.2M)
0% more funds holding
Funds holding: 55 → 55 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
48% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell Capital
Alta,
Wyoming
|
+$673K |
| 2 |
Millennium Management
New York
|
+$615K |
| 3 |
Charles Schwab
San Francisco,
California
|
+$495K |
| 4 |
Goldman Sachs
New York
|
+$311K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$401K |
| 2 |
BFM
Boothbay Fund Management
New York
|
-$380K |
| 3 |
Renaissance Technologies
New York
|
-$300K |
| 4 |
State Street
Boston,
Massachusetts
|
-$168K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$161K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $8K | – | – | – |
|
|
WT
52
Whittier Trust
South Pasadena,
California
| $6K | – | – | – |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
|
54
Millennium Management
New York
| $669 | +$615K | +17,753 | New |
|
|
BCM
55
Bridgeway Capital Management
Houston,
Texas
| – | -$401K | -13,100 | Closed |
|
|
BFM
56
Boothbay Fund Management
New York
| – | -$380K | -12,434 | Closed |
|
|
57
Renaissance Technologies
New York
| – | -$300K | -9,800 | Closed |
|
IHC Hedge Fund Activity: Q3 2020 in Review
55 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2020, worth a combined $109M — up 23% from $89M a quarter earlier.
Fund positioning in IHC was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 25 trimmed.
The largest buyer was Cannell Capital, adding an estimated $673K. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $401K sold.
- 55 institutional investors held Independence Holding Company (IHC) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $109M of Independence Holding Company stock for Q3 2020, up 23% quarter-over-quarter.
- 3 funds opened new Independence Holding Company positions in Q3 2020 and 3 closed out, a net change of 0 holders.
- The largest Independence Holding Company buyer in Q3 2020 was Cannell Capital, an estimated $673K added.
- The largest Independence Holding Company seller in Q3 2020 was Bridgeway Capital Management, an estimated $401K sold.
Based on aggregated 13F filings for Q3 2020.