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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 $55.5M invested in Independence Holding Company in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4545 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

6% less capital invested

Capital invested by funds: $59.3M → $55.5M (-$3.85M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$12.7M -$73K -5,412 -0.6%
AC
2
Amici Capital
New York
$9.44M +$460K +34,119 +5%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$7.85M
RA
4
Royce & Associates
New York
$6.04M
AR
5
Advisory Research
Illinois
$2.55M +$79.8K +5,920 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.49M -$755 -56 -0%
BFA
7
BlackRock Fund Advisors
California
$2.47M -$55.5K -4,119 -2%
State Street
8
State Street
Massachusetts
$1.57M +$6.15K +456 +0.4%
BCM
9
Bridgeway Capital Management
Texas
$1.42M
Northern Trust
10
Northern Trust
Illinois
$1.39M -$16.4K -1,214 -1%
BIT
11
BlackRock Institutional Trust
California
$909K -$71.9K -5,332 -7%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$681K
LSV Asset Management
13
LSV Asset Management
Illinois
$648K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$607K
Deutsche Bank
15
Deutsche Bank
Germany
$568K -$49K -3,633 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$566K -$9.4K -697 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$482K +$20.4K +1,516 +4%
TCIM
18
TIAA CREF Investment Management
New York
$478K
BIM
19
BlackRock Investment Management
Delaware
$333K -$6.11K -453 -2%
PPA
20
Parametric Portfolio Associates
Washington
$297K +$1.94K +144 +0.6%
U
21
UBS
Switzerland
$279K -$19.7K -1,461 -7%
MFIMFI
22
Mesirow Financial Investment Management - Fixed Income
Illinois
$234K
RC
23
RBF Capital
California
$199K
Charles Schwab
24
Charles Schwab
California
$189K
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$187K +$1.09K +81 +0.6%

IHC Hedge Fund Activity: Q3 2014 in Review

45 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2014, worth a combined $55.5M — down 6.5% from $59.3M a quarter earlier.

Fund positioning in IHC was balanced in Q3 2014: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 17 trimmed.

The largest buyer was Amici Capital, adding an estimated $460K. The largest seller was Bessemer Group, exiting entirely with an estimated $322K sold.

  • 45 institutional investors held Independence Holding Company (IHC) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $55.5M of Independence Holding Company stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 4 funds opened new Independence Holding Company positions in Q3 2014 and 4 closed out, a net change of 0 holders.
  • The largest Independence Holding Company buyer in Q3 2014 was Amici Capital, an estimated $460K added.
  • The largest Independence Holding Company seller in Q3 2014 was Bessemer Group, an estimated $322K sold.

Based on aggregated 13F filings for Q3 2014.