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IHC

Independence Holding Company
IHC

Delisted

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

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42 hedge funds and large institutions have $58.4M invested in Independence Holding Company in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $55.5M → $58.4M (+$2.89M)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

7% less funds holding

Funds holding: 45 → 42 (-3)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$402K
2
AC
Amici Capital
New York
+$218K
3
EGA
Eagle Global Advisors
Texas
+$159K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$120K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$103K

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$588K
2
LSV Asset Management
LSV Asset Management
Illinois
-$118K
3
BIT
BlackRock Institutional Trust
California
-$57.9K
4
Northern Trust
Northern Trust
Illinois
-$40.7K
5
Ameriprise
Ameriprise
Minnesota
-$24K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.4M +$120K +8,715 +0.9%
AC
2
Amici Capital
New York
$10.1M +$218K +15,881 +2%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$8.24M – – –
RA
4
Royce & Associates
New York
$6.34M – – –
BFA
5
BlackRock Fund Advisors
California
$3M +$402K +29,338 +16%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.72M +$103K +7,476 +4%
AR
7
Advisory Research
Illinois
$2.67M – – –
State Street
8
State Street
Massachusetts
$1.63M -$16K -1,165 -1%
BCM
9
Bridgeway Capital Management
Texas
$1.49M – – –
Northern Trust
10
Northern Trust
Illinois
$1.41M -$40.7K -2,968 -3%
BIT
11
BlackRock Institutional Trust
California
$895K -$57.9K -4,223 -6%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$682K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$638K – – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$577K -$16.8K -1,223 -3%
LSV Asset Management
15
LSV Asset Management
Illinois
$560K -$118K -8,598 -18%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$506K – – –
TCIM
17
TIAA CREF Investment Management
New York
$481K -$20.9K -1,526 -4%
BIM
18
BlackRock Investment Management
Delaware
$353K +$3.14K +229 +0.9%
UBS Group
19
UBS Group
Switzerland
$317K +$311K +22,700 New
PPA
20
Parametric Portfolio Associates
Washington
$299K -$12.8K -931 -4%
MFIMFI
21
Mesirow Financial Investment Management - Fixed Income
Illinois
$245K – – –
RC
22
RBF Capital
California
$209K – – –
Charles Schwab
23
Charles Schwab
California
$199K – – –
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$197K +$837 +61 +0.4%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$173K +$12.3K +900 +8%
1
2

IHC Hedge Fund Activity: Q4 2014 in Review

42 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2014, worth a combined $58.4M — up 5.2% from $55.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IHC and 3 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 13 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $402K. The largest seller was Deutsche Bank, cutting an estimated $588K.

  • 42 institutional investors held Independence Holding Company (IHC) as of Q4 2014, down from 45 in Q3 2014.
  • Funds reported $58.4M of Independence Holding Company stock for Q4 2014, up 5.2% quarter-over-quarter.
  • 3 funds opened new Independence Holding Company positions in Q4 2014 and 4 closed out, a net change of -1 holder.
  • The largest Independence Holding Company buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $402K added.
  • The largest Independence Holding Company seller in Q4 2014 was Deutsche Bank, an estimated $588K sold.

Based on aggregated 13F filings for Q4 2014.