Independence Holding Company
IHC
IHC was delisted on the 15th of February, 2022.
55 hedge funds and large institutions have $138M invested in Independence Holding Company in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
3% less capital invested
Capital invested by funds: $142M → $138M (-$3.63M)
2% less funds holding
Funds holding: 56 → 55 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
25% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell Capital
Alta,
Wyoming
|
+$4.83M |
| 2 |
DAM
DLD Asset Management
New York
|
+$1.61M |
| 3 |
PCM
Prelude Capital Management
New York
|
+$1.35M |
| 4 |
OR
Olympiad Research
Stamford,
Connecticut
|
+$465K |
| 5 |
State Street
Boston,
Massachusetts
|
+$340K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Bleichroeder LP
New York
|
-$2.53M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
-$2.34M |
| 3 |
CCM
Corsair Capital Management
New York
|
-$1.78M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$917K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$666K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $6K | +$5.38K | +117 | New |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $5K | -$21.9K | -477 | -82% |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3K | – | – | – |
|
|
RWML
54
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
| $694 | – | – | – |
|
|
BL
55
Bleichroeder LP
New York
| – | -$2.53M | -54,711 | Closed |
|
|
BAM
56
Belpointe Asset Management
Reno,
Nevada
| – | -$917K | -19,803 | Closed |
|
57
Millennium Management
New York
| – | -$356K | -7,695 | Closed |
|
58
Russell Investments Group
London,
United Kingdom
| – | -$84K | -1,825 | Closed |
|
|
CCM
59
Copeland Capital Management
Conshohocken,
Pennsylvania
| – | -$27K | -573 | Closed |
|
|
PAM
60
Panagora Asset Management
Boston,
Massachusetts
| – | -$6K | -123 | Closed |
|
IHC Hedge Fund Activity: Q3 2021 in Review
55 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2021, worth a combined $138M — down 2.6% from $142M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IHC and 5 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 15 added.
The largest buyer was Cannell Capital, adding an estimated $4.83M. The largest seller was Bleichroeder LP, exiting entirely with an estimated $2.53M sold.
- 55 institutional investors held Independence Holding Company (IHC) as of Q3 2021, down from 56 in Q2 2021.
- Funds reported $138M of Independence Holding Company stock for Q3 2021, down 2.6% quarter-over-quarter.
- 5 funds opened new Independence Holding Company positions in Q3 2021 and 6 closed out, a net change of -1 holder.
- The largest Independence Holding Company buyer in Q3 2021 was Cannell Capital, an estimated $4.83M added.
- The largest Independence Holding Company seller in Q3 2021 was Bleichroeder LP, an estimated $2.53M sold.
Based on aggregated 13F filings for Q3 2021.