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IHC

Independence Holding Company
IHC

Delisted

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

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50 hedge funds and large institutions have $54.8M invested in Independence Holding Company in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

19% more funds holding

Funds holding: 42 → 50 (+8)

6% more capital invested

Capital invested by funds: $51.5M → $54.8M (+$3.26M)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVC
Eidelman Virant Capital
Missouri
+$180K
2
PPA
Parametric Portfolio Associates
Washington
+$172K
3
WF
WealthTrust Fairport
Ohio
+$143K
4
BFA
BlackRock Fund Advisors
California
+$86.3K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$51.1K

Top Sellers

Rank Fund Capital Flow
1
AC
Amici Capital
New York
-$539K
2
RA
Royce & Associates
New York
-$307K
3
EGA
Eagle Global Advisors
Texas
-$241K
4
TCIM
TIAA CREF Investment Management
New York
-$22.9K
5
BA
BlackRock Advisors
Delaware
-$22K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.3M +$51.1K +3,619 +0.4%
AC
2
Amici Capital
New York
$11M -$539K -38,177 -5%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$7.93M +$28K +1,984 +0.3%
RA
4
Royce & Associates
New York
$6M -$307K -21,759 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.7M -$5.5K -389 -0.2%
BFA
6
BlackRock Fund Advisors
California
$2.59M +$86.3K +6,107 +3%
State Street
7
State Street
Massachusetts
$1.58M +$2.88K +204 +0.2%
BCM
8
Bridgeway Capital Management
Texas
$1.55M – – –
Northern Trust
9
Northern Trust
Illinois
$1.16M +$2.61K +185 +0.2%
BIT
10
BlackRock Institutional Trust
California
$770K +$31K +2,196 +4%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$710K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$633K -$4.15K -294 -0.6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$531K -$848 -60 -0.2%
LSV Asset Management
14
LSV Asset Management
Illinois
$531K +$27.7K +1,957 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$515K – – –
TCIM
16
TIAA CREF Investment Management
New York
$443K -$22.9K -1,618 -5%
BIM
17
BlackRock Investment Management
Delaware
$373K +$4.04K +286 +1%
MFIMFI
18
Mesirow Financial Investment Management - Fixed Income
Illinois
$286K +$46.5K +3,292 +19%
RC
19
RBF Capital
California
$208K – – –
Charles Schwab
20
Charles Schwab
California
$197K – – –
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$181K +$2.83K +200 +2%
EVC
22
Eidelman Virant Capital
Missouri
$176K +$180K +12,766 New
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$173K +$4.75K +336 +3%
PPA
24
Parametric Portfolio Associates
Washington
$168K +$172K +12,140 New
UBS Group
25
UBS Group
Switzerland
$159K +$49.7K +3,514 +44%
1
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IHC Hedge Fund Activity: Q4 2015 in Review

50 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2015, worth a combined $54.8M — up 6.3% from $51.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IHC positions and 2 closed out — a net gain of 8 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Eidelman Virant Capital, opening a new position worth an estimated $180K. The largest seller was Amici Capital, cutting an estimated $539K.

  • 50 institutional investors held Independence Holding Company (IHC) as of Q4 2015, up from 42 in Q3 2015.
  • Funds reported $54.8M of Independence Holding Company stock for Q4 2015, up 6.3% quarter-over-quarter.
  • 10 funds opened new Independence Holding Company positions in Q4 2015 and 2 closed out, a net change of +8 holders.
  • The largest Independence Holding Company buyer in Q4 2015 was Eidelman Virant Capital, an estimated $180K added.
  • The largest Independence Holding Company seller in Q4 2015 was Amici Capital, an estimated $539K sold.

Based on aggregated 13F filings for Q4 2015.