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IHC

Independence Holding Company

Delisted

IHC was delisted on the 15th of February, 2022.

42 hedge funds and large institutions have $57.7M invested in Independence Holding Company in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

26% more capital invested

Capital invested by funds: $45.8M → $57.7M (+$12M)

5% more funds holding

Funds holding: 4042 (+2)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.8M -$280 -20 -0%
AC
2
Amici Capital
New York
$9.39M +$1.03M +73,320 +13%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$8.31M
RA
4
Royce & Associates
New York
$6.5M
BFA
5
BlackRock Fund Advisors
California
$3.26M +$320K +22,880 +11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.54M +$68.4K +4,887 +3%
Northern Trust
7
Northern Trust
Illinois
$1.73M -$41.9K -2,997 -2%
BCM
8
Bridgeway Capital Management
Texas
$1.52M +$350K +25,000 +31%
State Street
9
State Street
Massachusetts
$1.46M +$14.9K +1,064 +1%
BIT
10
BlackRock Institutional Trust
California
$1.16M -$53K -3,788 -4%
Deutsche Bank
11
Deutsche Bank
Germany
$744K +$62.5K +4,464 +9%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$737K
Bessemer Group
13
Bessemer Group
New Jersey
$682K -$180K -12,883 -21%
LSV Asset Management
14
LSV Asset Management
Illinois
$613K +$146K +10,442 +32%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$567K -$4.18K -299 -0.7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$560K -$336 -24 -0.1%
TCIM
17
TIAA CREF Investment Management
New York
$461K -$48.2K -3,442 -10%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$447K +$12.6K +898 +3%
PPA
19
Parametric Portfolio Associates
Washington
$434K +$51.3K +3,670 +14%
BIM
20
BlackRock Investment Management
Delaware
$381K -$19.5K -1,393 -5%
U
21
UBS
Switzerland
$300K +$282K +20,146 +2,359%
MFIMFI
22
Mesirow Financial Investment Management - Fixed Income
Illinois
$269K +$85.5K +6,111 +48%
SNC
23
Stifel Nicolaus & Co
Missouri
$266K +$261K +18,648 New
RC
24
RBF Capital
California
$214K
Charles Schwab
25
Charles Schwab
California
$203K

IHC Hedge Fund Activity: Q3 2013 in Review

42 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2013, worth a combined $57.7M — up 26% from $45.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IHC positions and 1 closed out — a net gain of 2 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Amici Capital, adding an estimated $1.03M. The largest seller was Bessemer Group, cutting an estimated $180K.

  • 42 institutional investors held Independence Holding Company (IHC) as of Q3 2013, up from 40 in Q2 2013.
  • Funds reported $57.7M of Independence Holding Company stock for Q3 2013, up 26% quarter-over-quarter.
  • 3 funds opened new Independence Holding Company positions in Q3 2013 and 1 closed out, a net change of +2 holders.
  • The largest Independence Holding Company buyer in Q3 2013 was Amici Capital, an estimated $1.03M added.
  • The largest Independence Holding Company seller in Q3 2013 was Bessemer Group, an estimated $180K sold.

Based on aggregated 13F filings for Q3 2013.