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IHC

Independence Holding Company

Delisted

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

50 hedge funds and large institutions have $74.4M invested in Independence Holding Company in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more capital invested

Capital invested by funds: $67.6M → $74.4M (+$6.79M)

4% more funds holding

Funds holding: 4850 (+2)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
19
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$20.3M +$215K +11,259 +1%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$12.2M
BlackRock
3
BlackRock
New York
$6.64M +$7.39K +388 +0.1%
TG
4
TCW Group
California
$6.5M +$198K +10,395 +3%
RA
5
Royce & Associates
New York
$6.43M
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.36M +$16.3K +857 +0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.53M +$18.8K +985 +0.8%
State Street
8
State Street
Massachusetts
$2.52M +$86.9K +4,561 +4%
Northern Trust
9
Northern Trust
Illinois
$1.87M +$50.8K +2,665 +3%
BCM
10
Bridgeway Capital Management
Texas
$1.58M -$252K -13,247 -15%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$1.05M
Renaissance Technologies
12
Renaissance Technologies
New York
$941K +$269K +14,100 +44%
LSV Asset Management
13
LSV Asset Management
Illinois
$903K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$887K -$3.41K -179 -0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$858K +$2.36K +124 +0.3%
Deutsche Bank
16
Deutsche Bank
Germany
$657K +$330K +17,313 +117%
EGA
17
Eagle Global Advisors
Texas
$473K -$10.2K -537 -2%
TCIM
18
TIAA CREF Investment Management
New York
$432K -$25K -1,310 -6%
PPA
19
Parametric Portfolio Associates
Washington
$341K -$9.72K -510 -3%
AI
20
Accredited Investors
Minnesota
$332K -$95.3K -5,000 -24%
RC
21
RBF Capital
California
$307K
Charles Schwab
22
Charles Schwab
California
$291K
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$249K -$40K -2,100 -15%
TA
24
Teachers Advisors
New York
$239K -$13.9K -730 -6%
Morgan Stanley
25
Morgan Stanley
New York
$236K +$30.9K +1,620 +16%

IHC Hedge Fund Activity: Q2 2017 in Review

50 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2017, worth a combined $74.4M — up 10% from $67.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IHC positions and 1 closed out — a net gain of 2 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $330K. The largest seller was Bridgeway Capital Management, cutting an estimated $252K.

  • 50 institutional investors held Independence Holding Company (IHC) as of Q2 2017, up from 48 in Q1 2017.
  • Funds reported $74.4M of Independence Holding Company stock for Q2 2017, up 10% quarter-over-quarter.
  • 3 funds opened new Independence Holding Company positions in Q2 2017 and 1 closed out, a net change of +2 holders.
  • The largest Independence Holding Company buyer in Q2 2017 was Deutsche Bank, an estimated $330K added.
  • The largest Independence Holding Company seller in Q2 2017 was Bridgeway Capital Management, an estimated $252K sold.

Based on aggregated 13F filings for Q2 2017.