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IHC

Independence Holding Company
IHC

Delisted

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

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51 hedge funds and large institutions have $65.9M invested in Independence Holding Company in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 50 → 51 (+1)

12% less capital invested

Capital invested by funds: $74.4M → $65.9M (-$8.56M)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$305K
2
Axa
Axa
France
+$260K
3
Goldman Sachs
Goldman Sachs
New York
+$237K
4
AllianceBernstein
AllianceBernstein
Tennessee
+$185K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$177K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$19.4M
2
TG
TCW Group
California
-$1.12M
3
LSV Asset Management
LSV Asset Management
Illinois
-$903K
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$847K
5
EGA
Eagle Global Advisors
Texas
-$473K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$14.1M -$847K -38,314 -6%
BlackRock
2
BlackRock
New York
$8.05M -$132K -5,990 -2%
RA
3
Royce & Associates
New York
$7.64M -$261K -11,792 -4%
TG
4
TCW Group
California
$6.75M -$1.12M -50,495 -16%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.58M +$177K +8,008 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.1M -$20.6K -930 -0.8%
State Street
7
State Street
Massachusetts
$3.08M -$33.2K -1,500 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.88M -$19.4M -876,963 -89%
Northern Trust
9
Northern Trust
Illinois
$2.29M -$19.9K -901 -1%
BCM
10
Bridgeway Capital Management
Texas
$1.77M -$161K -7,300 -9%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$1.29M – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.06M -$32.7K -1,479 -3%
Renaissance Technologies
13
Renaissance Technologies
New York
$856K -$268K -12,100 -26%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$824K -$206K -9,327 -22%
Deutsche Bank
15
Deutsche Bank
Germany
$767K -$38.2K -1,728 -5%
TCIM
16
TIAA CREF Investment Management
New York
$469K -$56K -2,532 -12%
PPA
17
Parametric Portfolio Associates
Washington
$421K – – –
RC
18
RBF Capital
California
$379K – – –
Charles Schwab
19
Charles Schwab
California
$360K – – –
Millennium Management
20
Millennium Management
New York
$348K +$305K +13,783 New
AI
21
Accredited Investors
Minnesota
$334K -$66.4K -3,000 -18%
Morgan Stanley
22
Morgan Stanley
New York
$326K +$30.6K +1,383 +12%
Wells Fargo
23
Wells Fargo
California
$317K +$71.6K +3,239 +35%
Axa
24
Axa
France
$297K +$260K +11,756 New
TA
25
Teachers Advisors
New York
$277K -$15.9K -721 -6%
1
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IHC Hedge Fund Activity: Q3 2017 in Review

51 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2017, worth a combined $65.9M — down 12% from $74.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IHC positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 22 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $305K. The largest seller was Dimensional Fund Advisors, cutting an estimated $19.4M.

  • 51 institutional investors held Independence Holding Company (IHC) as of Q3 2017, up from 50 in Q2 2017.
  • Funds reported $65.9M of Independence Holding Company stock for Q3 2017, down 12% quarter-over-quarter.
  • 5 funds opened new Independence Holding Company positions in Q3 2017 and 4 closed out, a net change of +1 holder.
  • The largest Independence Holding Company buyer in Q3 2017 was Millennium Management, an estimated $305K added.
  • The largest Independence Holding Company seller in Q3 2017 was Dimensional Fund Advisors, an estimated $19.4M sold.

Based on aggregated 13F filings for Q3 2017.