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IHC

Independence Holding Company

Delisted

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

48 hedge funds and large institutions have $67.6M invested in Independence Holding Company in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

16% less funds holding

Funds holding: 5748 (-9)

18% less capital invested

Capital invested by funds: $82.3M → $67.6M (-$14.7M)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
-9
Holders Change %
-15.79%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
16
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$18.2M +$169K +8,963 +0.9%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$11.1M
BlackRock
3
BlackRock
New York
$6.03M +$6.09M +322,581 +17,991%
RA
4
Royce & Associates
New York
$5.85M
TG
5
TCW Group
California
$5.72M +$731K +38,688 +14%
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.95M +$52.2K +2,763 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.29M +$1.55M +81,974 +200%
State Street
8
State Street
Massachusetts
$2.21M -$32.7K -1,732 -1%
BCM
9
Bridgeway Capital Management
Texas
$1.68M
Northern Trust
10
Northern Trust
Illinois
$1.65M -$63.6K -3,368 -4%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$953K
LSV Asset Management
12
LSV Asset Management
Illinois
$821K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$810K -$61.2K -3,238 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$778K +$41K +2,170 +5%
Renaissance Technologies
15
Renaissance Technologies
New York
$593K -$264K -14,000 -31%
EGA
16
Eagle Global Advisors
Texas
$440K +$46K +2,434 +11%
TCIM
17
TIAA CREF Investment Management
New York
$417K +$11.9K +629 +3%
AI
18
Accredited Investors
Minnesota
$395K
PPA
19
Parametric Portfolio Associates
Washington
$320K -$3.08K -163 -0.9%
SO
20
STRS Ohio
Ohio
$295K
RC
21
RBF Capital
California
$279K
Deutsche Bank
22
Deutsche Bank
Germany
$275K -$208K -11,027 -43%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$265K -$7.56K -400 -3%
Charles Schwab
24
Charles Schwab
California
$265K
TA
25
Teachers Advisors
New York
$231K

IHC Hedge Fund Activity: Q1 2017 in Review

48 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2017, worth a combined $67.6M — down 18% from $82.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IHC and 1 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 16 added.

The largest buyer was BlackRock, adding an estimated $6.09M. The largest seller was EAM Investors, exiting entirely with an estimated $1.64M sold.

  • 48 institutional investors held Independence Holding Company (IHC) as of Q1 2017, down from 57 in Q4 2016.
  • Funds reported $67.6M of Independence Holding Company stock for Q1 2017, down 18% quarter-over-quarter.
  • 1 fund opened new Independence Holding Company positions in Q1 2017 and 6 closed out, a net change of -5 holders.
  • The largest Independence Holding Company buyer in Q1 2017 was BlackRock, an estimated $6.09M added.
  • The largest Independence Holding Company seller in Q1 2017 was EAM Investors, an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2017.