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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 $51.5M invested in Independence Holding Company in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $53.1M → $51.5M (-$1.64M)

5% less funds holding

Funds holding: 44 → 42 (-2)

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$30.1K
2
EGA
Eagle Global Advisors
Texas
+$29.9K
3
BIT
BlackRock Institutional Trust
California
+$25.4K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.4K
5
TRCT
Tower Research Capital (TRC)
New York
+$10.3K

Top Sellers

Rank Fund Capital Flow
1
First Eagle Investment Management
First Eagle Investment Management
New York
-$370K
2
Northern Trust
Northern Trust
Illinois
-$130K
3
Invesco
Invesco
Georgia
-$75K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$71.9K
5
RFC
Russell Frank Company
Washington
-$30.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$12.4M -$12K -936 -0.1%
AC
2
Amici Capital
New York
$10.7M – – –
First Eagle Investment Management
3
First Eagle Investment Management
New York
$7.39M -$370K -28,814 -5%
RA
4
Royce & Associates
New York
$5.89M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.53M +$116 +9 +0%
BFA
6
BlackRock Fund Advisors
California
$2.35M -$28.9K -2,247 -1%
State Street
7
State Street
Massachusetts
$1.47M -$13.7K -1,067 -0.9%
BCM
8
Bridgeway Capital Management
Texas
$1.45M – – –
Northern Trust
9
Northern Trust
Illinois
$1.08M -$130K -10,096 -11%
BIT
10
BlackRock Institutional Trust
California
$692K +$25.4K +1,981 +4%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$664K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$596K -$4.26K -332 -0.7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$498K -$71.9K -5,595 -13%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$482K – – –
LSV Asset Management
15
LSV Asset Management
Illinois
$472K +$30.1K +2,343 +7%
TCIM
16
TIAA CREF Investment Management
New York
$435K – – –
BIM
17
BlackRock Investment Management
Delaware
$346K -$11.6K -900 -3%
EGA
18
Eagle Global Advisors
Texas
$241K +$29.9K +2,330 +14%
MFIMFI
19
Mesirow Financial Investment Management - Fixed Income
Illinois
$225K – – –
RC
20
RBF Capital
California
$194K – – –
Charles Schwab
21
Charles Schwab
California
$185K – – –
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$167K – – –
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$158K +$5.67K +441 +4%
TA
24
Teachers Advisors
New York
$130K – – –
UBS Group
25
UBS Group
Switzerland
$104K – – –
1
2

IHC Hedge Fund Activity: Q3 2015 in Review

42 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2015, worth a combined $51.5M — down 3.1% from $53.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IHC and 1 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 7 added.

The largest buyer was LSV Asset Management, adding an estimated $30.1K. The largest seller was First Eagle Investment Management, cutting an estimated $370K.

  • 42 institutional investors held Independence Holding Company (IHC) as of Q3 2015, down from 44 in Q2 2015.
  • Funds reported $51.5M of Independence Holding Company stock for Q3 2015, down 3.1% quarter-over-quarter.
  • 1 fund opened new Independence Holding Company positions in Q3 2015 and 3 closed out, a net change of -2 holders.
  • The largest Independence Holding Company buyer in Q3 2015 was LSV Asset Management, an estimated $30.1K added.
  • The largest Independence Holding Company seller in Q3 2015 was First Eagle Investment Management, an estimated $370K sold.

Based on aggregated 13F filings for Q3 2015.