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IHC

Independence Holding Company

Delisted

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

44 hedge funds and large institutions have $53.1M invested in Independence Holding Company in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $55.9M → $53.1M (-$2.72M)

2% less funds holding

Funds holding: 4544 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
19
Closed
5
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 -$15.6K -1,230 -0.1%
AC
2
Amici Capital
New York
$10.9M +$228K +18,000 +2%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$7.9M +$70.9K +5,600 +0.9%
RA
4
Royce & Associates
New York
$6M
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.58M -$2.63K -208 -0.1%
BFA
6
BlackRock Fund Advisors
California
$2.42M -$355K -28,047 -13%
State Street
7
State Street
Massachusetts
$1.51M -$35.9K -2,838 -2%
BCM
8
Bridgeway Capital Management
Texas
$1.47M
Northern Trust
9
Northern Trust
Illinois
$1.24M -$63.6K -5,029 -5%
BIT
10
BlackRock Institutional Trust
California
$679K -$142K -11,254 -18%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$676K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$611K +$6.91K +546 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$581K +$36.4K +2,875 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$490K +$11.7K +921 +3%
LSV Asset Management
15
LSV Asset Management
Illinois
$449K
TCIM
16
TIAA CREF Investment Management
New York
$443K -$11.2K -888 -3%
BIM
17
BlackRock Investment Management
Delaware
$364K +$24.4K +1,926 +8%
MFIMFI
18
Mesirow Financial Investment Management - Fixed Income
Illinois
$229K
EGA
19
Eagle Global Advisors
Texas
$215K +$4.19K +331 +2%
RC
20
RBF Capital
California
$198K
Charles Schwab
21
Charles Schwab
California
$188K
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$170K -$16.2K -1,277 -9%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$155K -$14.5K -1,145 -9%
TA
24
Teachers Advisors
New York
$132K -$10.5K -833 -8%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$113K +$108K +8,547 New

IHC Hedge Fund Activity: Q2 2015 in Review

44 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2015, worth a combined $53.1M — down 4.9% from $55.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IHC and 4 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 11 added.

The largest buyer was Amici Capital, adding an estimated $228K. The largest seller was BlackRock Fund Advisors, cutting an estimated $355K.

  • 44 institutional investors held Independence Holding Company (IHC) as of Q2 2015, down from 45 in Q1 2015.
  • Funds reported $53.1M of Independence Holding Company stock for Q2 2015, down 4.9% quarter-over-quarter.
  • 4 funds opened new Independence Holding Company positions in Q2 2015 and 5 closed out, a net change of -1 holder.
  • The largest Independence Holding Company buyer in Q2 2015 was Amici Capital, an estimated $228K added.
  • The largest Independence Holding Company seller in Q2 2015 was BlackRock Fund Advisors, an estimated $355K sold.

Based on aggregated 13F filings for Q2 2015.