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IHC

Independence Holding Company
IHC

Delisted

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

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44 hedge funds and large institutions have $55M invested in Independence Holding Company in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

2% more funds holding

Funds holding: 43 → 44 (+1)

2% more capital invested

Capital invested by funds: $53.9M → $55M (+$1.09M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AR
Advisory Research
Illinois
+$706K
2
State Street
State Street
Massachusetts
+$187K
3
Invesco
Invesco
Georgia
+$156K
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$117K
5
AC
Amici Capital
New York
+$58.4K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$123K
2
Northern Trust
Northern Trust
Illinois
-$104K
3
PPA
Parametric Portfolio Associates
Washington
-$67.3K
4
Barclays
Barclays
United Kingdom
-$11.5K
5
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$10.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$12.9M +$7.33K +569 +0.1%
AC
2
Amici Capital
New York
$8.8M +$58.4K +4,535 +0.7%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$7.93M +$117K +9,120 +2%
RA
4
Royce & Associates
New York
$6.1M – – –
BFA
5
BlackRock Fund Advisors
California
$2.98M +$30.6K +2,377 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.5M +$40.5K +3,146 +2%
State Street
7
State Street
Massachusetts
$1.56M +$187K +14,553 +14%
Northern Trust
8
Northern Trust
Illinois
$1.52M -$104K -8,094 -7%
BCM
9
Bridgeway Capital Management
Texas
$1.43M -$3.87K -300 -0.3%
BIT
10
BlackRock Institutional Trust
California
$1.01M -$1.17K -91 -0.1%
AR
11
Advisory Research
Illinois
$736K +$706K +54,830 New
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$705K – – –
LSV Asset Management
13
LSV Asset Management
Illinois
$654K – – –
Deutsche Bank
14
Deutsche Bank
Germany
$634K +$20K +1,552 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$580K -$3.09K -240 -0.6%
Bessemer Group
16
Bessemer Group
New Jersey
$505K -$1.93K -150 -0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$493K – – –
Geode Capital Management
18
Geode Capital Management
Massachusetts
$448K +$23.7K +1,841 +6%
TCIM
19
TIAA CREF Investment Management
New York
$433K – – –
BIM
20
BlackRock Investment Management
Delaware
$358K +$6.8K +528 +2%
PPA
21
Parametric Portfolio Associates
Washington
$298K -$67.3K -5,221 -19%
U
22
UBS
Switzerland
$291K +$8.64K +671 +3%
Stifel Financial
23
Stifel Financial
Missouri
$244K +$235K +18,206 New
MFIMFI
24
Mesirow Financial Investment Management - Fixed Income
Illinois
$236K -$10.2K -793 -4%
RC
25
RBF Capital
California
$201K – – –
1
2

IHC Hedge Fund Activity: Q1 2014 in Review

44 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2014, worth a combined $55M — up 2% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IHC positions and 1 closed out — a net gain of 1 holder — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Advisory Research, opening a new position worth an estimated $706K. The largest seller was Morgan Stanley, cutting an estimated $123K.

  • 44 institutional investors held Independence Holding Company (IHC) as of Q1 2014, up from 43 in Q4 2013.
  • Funds reported $55M of Independence Holding Company stock for Q1 2014, up 2% quarter-over-quarter.
  • 2 funds opened new Independence Holding Company positions in Q1 2014 and 1 closed out, a net change of +1 holder.
  • The largest Independence Holding Company buyer in Q1 2014 was Advisory Research, an estimated $706K added.
  • The largest Independence Holding Company seller in Q1 2014 was Morgan Stanley, an estimated $123K sold.

Based on aggregated 13F filings for Q1 2014.