Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
54 hedge funds and large institutions have $118M invested in Independence Holding Company in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 3 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
8% more capital invested
Capital invested by funds: $109M → $118M (+$9.03M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 55 → 54 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell Capital
Alta,
Wyoming
|
+$1.16M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$720K |
| 3 |
BlackRock
New York
|
+$683K |
| 4 |
JP Morgan Chase
New York
|
+$368K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$1.62M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
-$1.6M |
| 3 |
Millennium Management
New York
|
-$384K |
| 4 |
Goldman Sachs
New York
|
-$338K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$298K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
|
AIG
52
American International Group
New York
| $110 | -$3.07K | -77 | -3% |
|
|
53
Goldman Sachs
New York
| – | -$338K | -8,970 | Closed |
|
|
54
Invesco
Atlanta,
Georgia
| – | -$298K | -7,914 | Closed |
|
55
Russell Investments Group
London,
United Kingdom
| – | -$68K | -1,825 | Closed |
|
|
PWPS
56
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | +$160 | +4 | New |
|
IHC Hedge Fund Activity: Q4 2020 in Review
54 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2020, worth a combined $118M — up 8.3% from $109M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IHC and 2 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 20 added.
The largest buyer was Cannell Capital, adding an estimated $1.16M. The largest seller was Royce & Associates, cutting an estimated $1.62M.
- 54 institutional investors held Independence Holding Company (IHC) as of Q4 2020, down from 55 in Q3 2020.
- Funds reported $118M of Independence Holding Company stock for Q4 2020, up 8.3% quarter-over-quarter.
- 2 funds opened new Independence Holding Company positions in Q4 2020 and 3 closed out, a net change of -1 holder.
- The largest Independence Holding Company buyer in Q4 2020 was Cannell Capital, an estimated $1.16M added.
- The largest Independence Holding Company seller in Q4 2020 was Royce & Associates, an estimated $1.62M sold.
Based on aggregated 13F filings for Q4 2020.