Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
57 hedge funds and large institutions have $119M invested in Independence Holding Company in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
6% more funds holding
Funds holding: 54 → 57 (+3)
1% more capital invested
Capital invested by funds: $118M → $119M (+$956K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Corsair Capital Management
New York
|
+$8.04M |
| 2 |
CC
Cannell Capital
Alta,
Wyoming
|
+$930K |
| 3 |
BlackRock
New York
|
+$869K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$783K |
| 5 |
Neuberger Berman Group
New York
|
+$748K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$462K |
| 2 |
TG
TCW Group
Los Angeles,
California
|
-$446K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$412K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$398K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$253K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | -$3.67K | -90 | -25% |
|
52
US Bancorp
Minneapolis,
Minnesota
| $9K | – | – | – |
|
|
WT
53
Whittier Trust
South Pasadena,
California
| $6K | – | – | – |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
|
RWML
55
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
| $558 | +$571 | +14 | New |
|
|
AIG
56
American International Group
New York
| $107 | +$285 | +7 | +0.3% |
|
|
57
AllianceBernstein
Nashville,
Tennessee
| – | -$253K | -6,172 | Closed |
|
|
DA
58
Denali Advisors
San Diego,
California
| – | -$51K | -1,240 | Closed |
|
IHC Hedge Fund Activity: Q1 2021 in Review
57 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2021, worth a combined $119M — up 0.81% from $118M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IHC positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 18 trimmed.
The largest buyer was Corsair Capital Management, opening a new position worth an estimated $8.04M. The largest seller was State Street, cutting an estimated $462K.
- 57 institutional investors held Independence Holding Company (IHC) as of Q1 2021, up from 54 in Q4 2020.
- Funds reported $119M of Independence Holding Company stock for Q1 2021, up 0.81% quarter-over-quarter.
- 6 funds opened new Independence Holding Company positions in Q1 2021 and 3 closed out, a net change of +3 holders.
- The largest Independence Holding Company buyer in Q1 2021 was Corsair Capital Management, an estimated $8.04M added.
- The largest Independence Holding Company seller in Q1 2021 was State Street, an estimated $462K sold.
Based on aggregated 13F filings for Q1 2021.