We are live on ! Find out more
IHC

Independence Holding Company

Delisted

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

45 hedge funds and large institutions have $55.9M invested in Independence Holding Company in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding

Funds holding: 4245 (+3)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

4% less capital invested

Capital invested by funds: $58.4M → $55.9M (-$2.54M)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.1M -$3.74K -292 -0%
AC
2
Amici Capital
New York
$11M +$1.09M +85,000 +12%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$8.07M +$32K +2,500 +0.4%
RA
4
Royce & Associates
New York
$6.18M
BFA
5
BlackRock Fund Advisors
California
$2.87M -$44.6K -3,481 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.66M +$9.97K +778 +0.4%
State Street
7
State Street
Massachusetts
$1.59M +$8.44K +658 +0.6%
BCM
8
Bridgeway Capital Management
Texas
$1.52M +$64.1K +5,000 +5%
Northern Trust
9
Northern Trust
Illinois
$1.34M -$32.8K -2,560 -3%
BIT
10
BlackRock Institutional Trust
California
$852K -$18.4K -1,436 -2%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$682K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$622K +$1.04K +81 +0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$559K -$2.97K -232 -0.6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$493K
TCIM
15
TIAA CREF Investment Management
New York
$468K
LSV Asset Management
16
LSV Asset Management
Illinois
$463K -$78.2K -6,102 -15%
BIM
17
BlackRock Investment Management
Delaware
$348K +$4.53K +353 +1%
UBS Group
18
UBS Group
Switzerland
$281K -$25.3K -1,971 -9%
Renaissance Technologies
19
Renaissance Technologies
New York
$243K +$229K +17,900 New
MFIMFI
20
Mesirow Financial Investment Management - Fixed Income
Illinois
$236K -$3.23K -252 -1%
EGA
21
Eagle Global Advisors
Texas
$217K +$56.3K +4,390 +38%
AR
22
Advisory Research
Illinois
$213K -$2.26M -175,939 -92%
RC
23
RBF Capital
California
$204K
Charles Schwab
24
Charles Schwab
California
$194K
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$192K

IHC Hedge Fund Activity: Q1 2015 in Review

45 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2015, worth a combined $55.9M — down 4.3% from $58.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IHC positions and 0 closed out — a net gain of 3 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Amici Capital, adding an estimated $1.09M. The largest seller was Advisory Research, cutting an estimated $2.26M.

  • 45 institutional investors held Independence Holding Company (IHC) as of Q1 2015, up from 42 in Q4 2014.
  • Funds reported $55.9M of Independence Holding Company stock for Q1 2015, down 4.3% quarter-over-quarter.
  • 3 funds opened new Independence Holding Company positions in Q1 2015 and 0 closed out, a net change of +3 holders.
  • The largest Independence Holding Company buyer in Q1 2015 was Amici Capital, an estimated $1.09M added.
  • The largest Independence Holding Company seller in Q1 2015 was Advisory Research, an estimated $2.26M sold.

Based on aggregated 13F filings for Q1 2015.