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IHC

Independence Holding Company

Delisted

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

53 hedge funds and large institutions have $63.6M invested in Independence Holding Company in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

16% more capital invested

Capital invested by funds: $54.8M → $63.6M (+$8.86M)

6% more funds holding

Funds holding: 5053 (+3)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
14
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
$15.4M +$36.9K +2,381 +0.2%
AC
2
Amici Capital
New York
$11.2M -$1.34M -86,200 -11%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$9.51M +$384K +24,793 +4%
RA
4
Royce & Associates
New York
$6.6M -$286K -18,441 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.08M -$25K -1,611 -0.8%
BFA
6
BlackRock Fund Advisors
California
$2.86M -$116K -7,469 -4%
State Street
7
State Street
Massachusetts
$1.85M +$36.3K +2,344 +2%
BCM
8
Bridgeway Capital Management
Texas
$1.7M -$77.5K -5,000 -4%
EI
9
EAM Investors
California
$1.38M +$1.34M +86,419 New
Northern Trust
10
Northern Trust
Illinois
$1.34M +$5.72K +369 +0.4%
BIT
11
BlackRock Institutional Trust
California
$875K -$10.6K -684 -1%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$816K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$728K -$16 -1 -0%
LSV Asset Management
14
LSV Asset Management
Illinois
$703K +$89.9K +5,800 +15%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$611K +$31 +2 +0%
TCIM
16
TIAA CREF Investment Management
New York
$509K
AI
17
Accredited Investors
Minnesota
$485K +$472K +30,463 New
BIM
18
BlackRock Investment Management
Delaware
$422K -$6.57K -424 -2%
MFIMFI
19
Mesirow Financial Investment Management - Fixed Income
Illinois
$328K
PPA
20
Parametric Portfolio Associates
Washington
$289K +$93.7K +6,042 +50%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$243K +$33.9K +2,186 +17%
RC
22
RBF Capital
California
$239K
CCC
23
Chelsea Counsel Company
California
$232K +$226K +14,555 New
Charles Schwab
24
Charles Schwab
California
$227K
DC
25
Deere & Company
Illinois
$219K +$213K +13,728 New

IHC Hedge Fund Activity: Q1 2016 in Review

53 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2016, worth a combined $63.6M — up 16% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IHC positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $1.34M. The largest seller was Amici Capital, cutting an estimated $1.34M.

  • 53 institutional investors held Independence Holding Company (IHC) as of Q1 2016, up from 50 in Q4 2015.
  • Funds reported $63.6M of Independence Holding Company stock for Q1 2016, up 16% quarter-over-quarter.
  • 8 funds opened new Independence Holding Company positions in Q1 2016 and 5 closed out, a net change of +3 holders.
  • The largest Independence Holding Company buyer in Q1 2016 was EAM Investors, an estimated $1.34M added.
  • The largest Independence Holding Company seller in Q1 2016 was Amici Capital, an estimated $1.34M sold.

Based on aggregated 13F filings for Q1 2016.