Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
56 hedge funds and large institutions have $142M invested in Independence Holding Company in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 4 closing their positions.
19% more capital invested
Capital invested by funds: $119M → $142M (+$22.5M)
2% less funds holding
Funds holding: 57 → 56 (-1)
20% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 20
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell Capital
Alta,
Wyoming
|
+$2.8M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
+$1.46M |
| 3 |
PCM
Prelude Capital Management
New York
|
+$1M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$555K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$381K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.72M |
| 2 |
JP Morgan Chase
New York
|
-$422K |
| 3 |
Morgan Stanley
New York
|
-$381K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$351K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$172K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
51
Whittier Trust
South Pasadena,
California
| $7K | – | – | – |
|
|
PAM
52
Panagora Asset Management
Boston,
Massachusetts
| $6K | +$5.46K | +123 | New |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3K | – | – | – |
|
|
RWML
54
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
| $648 | – | – | – |
|
|
AIG
55
American International Group
New York
| $111 | -$13K | -294 | -11% |
|
|
56
California Public Employees Retirement System
Sacramento,
California
| – | -$351K | -8,802 | Closed |
|
57
UBS Group
Zurich,
Switzerland
| – | -$55K | -1,369 | Closed |
|
58
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$26K | -636 | Closed |
|
59
Osaic Holdings
Scottsdale,
Arizona
| – | -$13K | -328 | Closed |
|
IHC Hedge Fund Activity: Q2 2021 in Review
56 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2021, worth a combined $142M — up 19% from $119M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IHC and 3 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 16 added.
The largest buyer was Cannell Capital, adding an estimated $2.8M. The largest seller was BlackRock, cutting an estimated $1.72M.
- 56 institutional investors held Independence Holding Company (IHC) as of Q2 2021, down from 57 in Q1 2021.
- Funds reported $142M of Independence Holding Company stock for Q2 2021, up 19% quarter-over-quarter.
- 3 funds opened new Independence Holding Company positions in Q2 2021 and 4 closed out, a net change of -1 holder.
- The largest Independence Holding Company buyer in Q2 2021 was Cannell Capital, an estimated $2.8M added.
- The largest Independence Holding Company seller in Q2 2021 was BlackRock, an estimated $1.72M sold.
Based on aggregated 13F filings for Q2 2021.