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IHC

Independence Holding Company

Delisted

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

45 hedge funds and large institutions have $59.3M invested in Independence Holding Company in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $55M → $59.3M (+$4.32M)

2% more funds holding

Funds holding: 4445 (+1)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.6M -$53.8K -3,927 -0.4%
AC
2
Amici Capital
New York
$9.55M +$274K +20,000 +3%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$8.35M
RA
4
Royce & Associates
New York
$6.43M
BFA
5
BlackRock Fund Advisors
California
$2.68M -$440K -32,138 -14%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.65M +$17.1K +1,252 +0.7%
AR
7
Advisory Research
Illinois
$2.62M +$1.79M +130,893 +239%
State Street
8
State Street
Massachusetts
$1.66M +$12.5K +916 +0.8%
BCM
9
Bridgeway Capital Management
Texas
$1.51M
Northern Trust
10
Northern Trust
Illinois
$1.49M -$106K -7,721 -7%
BIT
11
BlackRock Institutional Trust
California
$1.04M -$25.8K -1,883 -2%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$724K
LSV Asset Management
13
LSV Asset Management
Illinois
$689K
Deutsche Bank
14
Deutsche Bank
Germany
$656K -$11.6K -844 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$646K +$123K +9,000 +25%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$612K +$986 +72 +0.2%
TCIM
17
TIAA CREF Investment Management
New York
$509K +$51.2K +3,738 +12%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$491K +$18.7K +1,362 +4%
BIM
19
BlackRock Investment Management
Delaware
$361K -$16.4K -1,196 -4%
Bessemer Group
20
Bessemer Group
New Jersey
$322K -$203K -14,850 -39%
U
21
UBS
Switzerland
$318K +$10.8K +790 +4%
PPA
22
Parametric Portfolio Associates
Washington
$314K +$603 +44 +0.2%
MFIMFI
23
Mesirow Financial Investment Management - Fixed Income
Illinois
$248K
Stifel Financial
24
Stifel Financial
Missouri
$229K -$27.2K -1,988 -11%
RC
25
RBF Capital
California
$212K

IHC Hedge Fund Activity: Q2 2014 in Review

45 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2014, worth a combined $59.3M — up 7.8% from $55M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IHC positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Advisory Research, adding an estimated $1.79M. The largest seller was BlackRock Fund Advisors, cutting an estimated $440K.

  • 45 institutional investors held Independence Holding Company (IHC) as of Q2 2014, up from 44 in Q1 2014.
  • Funds reported $59.3M of Independence Holding Company stock for Q2 2014, up 7.8% quarter-over-quarter.
  • 4 funds opened new Independence Holding Company positions in Q2 2014 and 3 closed out, a net change of +1 holder.
  • The largest Independence Holding Company buyer in Q2 2014 was Advisory Research, an estimated $1.79M added.
  • The largest Independence Holding Company seller in Q2 2014 was BlackRock Fund Advisors, an estimated $440K sold.

Based on aggregated 13F filings for Q2 2014.