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IHC

Independence Holding Company
IHC

Delisted

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

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43 hedge funds and large institutions have $53.9M invested in Independence Holding Company in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

2% more funds holding

Funds holding: 42 → 43 (+1)

7% less capital invested

Capital invested by funds: $57.7M → $53.9M (-$3.78M)

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$137K
2
LSV Asset Management
LSV Asset Management
Illinois
+$79K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$70K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$57.3K
5
Citigroup
Citigroup
New York
+$28.5K

Top Sellers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
-$135K
2
BFA
BlackRock Fund Advisors
California
-$116K
3
AC
Amici Capital
New York
-$87.1K
4
Deutsche Bank
Deutsche Bank
Germany
-$87.1K
5
BIT
BlackRock Institutional Trust
California
-$75.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13M -$13.9K -1,030 -0.1%
AC
2
Amici Capital
New York
$8.79M -$87.1K -6,461 -1%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$7.85M – – –
RA
4
Royce & Associates
New York
$6.13M – – –
BFA
5
BlackRock Fund Advisors
California
$2.96M -$116K -8,577 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.47M +$70K +5,192 +3%
Northern Trust
7
Northern Trust
Illinois
$1.64M -$3.92K -291 -0.2%
BCM
8
Bridgeway Capital Management
Texas
$1.44M +$4.04K +300 +0.3%
State Street
9
State Street
Massachusetts
$1.38M -$4.93K -366 -0.4%
BIT
10
BlackRock Institutional Trust
California
$1.02M -$75.9K -5,627 -7%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$698K -$4.45K -330 -0.6%
LSV Asset Management
12
LSV Asset Management
Illinois
$658K +$79K +5,858 +14%
Deutsche Bank
13
Deutsche Bank
Germany
$617K -$87.1K -6,461 -12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$586K +$57.3K +4,250 +11%
Bessemer Group
15
Bessemer Group
New Jersey
$509K -$135K -10,000 -21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$495K -$41.4K -3,070 -8%
TCIM
17
TIAA CREF Investment Management
New York
$435K – – –
Geode Capital Management
18
Geode Capital Management
Massachusetts
$426K +$4.04K +300 +1%
PPA
19
Parametric Portfolio Associates
Washington
$370K -$39.9K -2,963 -10%
BIM
20
BlackRock Investment Management
Delaware
$353K -$7.01K -520 -2%
U
21
UBS
Switzerland
$283K – – –
MFIMFI
22
Mesirow Financial Investment Management - Fixed Income
Illinois
$248K -$5.84K -433 -2%
RC
23
RBF Capital
California
$202K – – –
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$192K – – –
Charles Schwab
25
Charles Schwab
California
$192K – – –
1
2

IHC Hedge Fund Activity: Q4 2013 in Review

43 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2013, worth a combined $53.9M — down 6.5% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IHC positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $137K. The largest seller was Bessemer Group, cutting an estimated $135K.

  • 43 institutional investors held Independence Holding Company (IHC) as of Q4 2013, up from 42 in Q3 2013.
  • Funds reported $53.9M of Independence Holding Company stock for Q4 2013, down 6.5% quarter-over-quarter.
  • 4 funds opened new Independence Holding Company positions in Q4 2013 and 2 closed out, a net change of +2 holders.
  • The largest Independence Holding Company buyer in Q4 2013 was Morgan Stanley, an estimated $137K added.
  • The largest Independence Holding Company seller in Q4 2013 was Bessemer Group, an estimated $135K sold.

Based on aggregated 13F filings for Q4 2013.