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IHC

Independence Holding Company
IHC

Delisted

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

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57 hedge funds and large institutions have $82.3M invested in Independence Holding Company in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $65.9M → $82.3M (+$16.4M)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

10% more funds holding

Funds holding: 52 → 57 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
19
Reduced
16
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TG
TCW Group
California
+$5.05M
2
BFA
BlackRock Fund Advisors
California
+$669K
3
Renaissance Technologies
Renaissance Technologies
New York
+$436K
4
EGA
Eagle Global Advisors
Texas
+$399K
5
Morgan Stanley
Morgan Stanley
New York
+$366K

Top Sellers

Rank Fund Capital Flow
1
AC
Amici Capital
New York
-$1.23M
2
BCM
Bridgeway Capital Management
Texas
-$93.9K
3
CCMH
Cornerstone Capital Management Holdings
New York
-$56.3K
4
EI
EAM Investors
California
-$45.2K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$38.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$19M -$1.3K -69 -0%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$11.6M – – –
AC
3
Amici Capital
New York
$10.4M -$1.23M -65,518 -11%
RA
4
Royce & Associates
New York
$6.15M – – –
TG
5
TCW Group
California
$5.25M +$5.05M +268,682 New
BFA
6
BlackRock Fund Advisors
California
$4.56M +$669K +35,627 +18%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.09M -$18.2K -967 -0.5%
State Street
8
State Street
Massachusetts
$2.36M +$75.1K +3,997 +3%
Northern Trust
9
Northern Trust
Illinois
$1.8M +$7.63K +406 +0.4%
BCM
10
Bridgeway Capital Management
Texas
$1.77M -$93.9K -5,000 -5%
EI
11
EAM Investors
California
$1.64M -$45.2K -2,406 -3%
BIT
12
BlackRock Institutional Trust
California
$1.11M -$1.2K -64 -0.1%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$1M – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$915K +$21K +1,119 +2%
Renaissance Technologies
15
Renaissance Technologies
New York
$897K +$436K +23,200 +102%
LSV Asset Management
16
LSV Asset Management
Illinois
$863K – – –
Geode Capital Management
17
Geode Capital Management
Massachusetts
$799K +$11.4K +606 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$775K +$59.8K +3,182 +9%
BIM
19
BlackRock Investment Management
Delaware
$626K +$507 +27 +0.1%
Deutsche Bank
20
Deutsche Bank
Germany
$505K +$239K +12,703 +96%
TCIM
21
TIAA CREF Investment Management
New York
$426K -$9.69K -516 -2%
AI
22
Accredited Investors
Minnesota
$415K -$37.6K -2,000 -9%
JP Morgan Chase
23
JP Morgan Chase
New York
$415K +$224K +11,924 +128%
Morgan Stanley
24
Morgan Stanley
New York
$415K +$366K +19,491 +1,129%
EGA
25
Eagle Global Advisors
Texas
$415K +$399K +21,228 New
1
2 3

IHC Hedge Fund Activity: Q4 2016 in Review

57 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2016, worth a combined $82.3M — up 25% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IHC positions and 0 closed out — a net gain of 6 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was TCW Group, opening a new position worth an estimated $5.05M. The largest seller was Amici Capital, cutting an estimated $1.23M.

  • 57 institutional investors held Independence Holding Company (IHC) as of Q4 2016, up from 52 in Q3 2016.
  • Funds reported $82.3M of Independence Holding Company stock for Q4 2016, up 25% quarter-over-quarter.
  • 6 funds opened new Independence Holding Company positions in Q4 2016 and 0 closed out, a net change of +6 holders.
  • The largest Independence Holding Company buyer in Q4 2016 was TCW Group, an estimated $5.05M added.
  • The largest Independence Holding Company seller in Q4 2016 was Amici Capital, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2016.