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IHC

Independence Holding Company
IHC

Delisted

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

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52 hedge funds and large institutions have $71.8M invested in Independence Holding Company in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $63.6M → $71.8M (+$8.19M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

2% less funds holding

Funds holding: 53 → 52 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
19
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$312K
2
JP Morgan Chase
JP Morgan Chase
New York
+$152K
3
Northern Trust
Northern Trust
Illinois
+$115K
4
AC
Amici Capital
New York
+$104K
5
BIM
BlackRock Investment Management
Delaware
+$103K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$245K
2
CCC
Chelsea Counsel Company
California
-$232K
3
DC
Deere & Company
Illinois
-$219K
4
BCM
Bridgeway Capital Management
Texas
-$184K
5
BPM
Bowling Portfolio Management
Ohio
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$17.4M +$37.4K +2,285 +0.2%
AC
2
Amici Capital
New York
$12.8M +$104K +6,340 +0.9%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$10.7M -$41K -2,505 -0.4%
RA
4
Royce & Associates
New York
$7.18M -$245K -15,000 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.82M +$312K +19,075 +10%
BFA
6
BlackRock Fund Advisors
California
$3.33M +$95.2K +5,819 +3%
State Street
7
State Street
Massachusetts
$2.06M -$24.8K -1,515 -1%
BCM
8
Bridgeway Capital Management
Texas
$1.72M -$184K -11,250 -11%
Northern Trust
9
Northern Trust
Illinois
$1.64M +$115K +7,014 +8%
EI
10
EAM Investors
California
$1.55M – – –
BIT
11
BlackRock Institutional Trust
California
$1.03M +$38.2K +2,333 +4%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$921K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$821K – – –
LSV Asset Management
14
LSV Asset Management
Illinois
$794K – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$696K +$6.23K +381 +1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$694K +$11.4K +700 +2%
BIM
17
BlackRock Investment Management
Delaware
$590K +$103K +6,323 +24%
TCIM
18
TIAA CREF Investment Management
New York
$412K -$148K -9,043 -28%
AI
19
Accredited Investors
Minnesota
$384K -$149K -9,112 -30%
PPA
20
Parametric Portfolio Associates
Washington
$334K +$6.26K +383 +2%
RC
21
RBF Capital
California
$270K – – –
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$264K -$9.81K -600 -4%
Charles Schwab
23
Charles Schwab
California
$256K – – –
SO
24
STRS Ohio
Ohio
$242K +$32.1K +1,964 +17%
MFIMFI
25
Mesirow Financial Investment Management - Fixed Income
Illinois
$201K -$154K -9,424 -46%
1
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IHC Hedge Fund Activity: Q2 2016 in Review

52 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2016, worth a combined $71.8M — up 13% from $63.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IHC and 2 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 19 added.

The largest buyer was Vanguard Group, adding an estimated $312K. The largest seller was Royce & Associates, cutting an estimated $245K.

  • 52 institutional investors held Independence Holding Company (IHC) as of Q2 2016, down from 53 in Q1 2016.
  • Funds reported $71.8M of Independence Holding Company stock for Q2 2016, up 13% quarter-over-quarter.
  • 2 funds opened new Independence Holding Company positions in Q2 2016 and 3 closed out, a net change of -1 holder.
  • The largest Independence Holding Company buyer in Q2 2016 was Vanguard Group, an estimated $312K added.
  • The largest Independence Holding Company seller in Q2 2016 was Royce & Associates, an estimated $245K sold.

Based on aggregated 13F filings for Q2 2016.