We are live on ! Find out more
IHC

Independence Holding Company

Delisted

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

54 hedge funds and large institutions have $72.6M invested in Independence Holding Company in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

10% more capital invested

Capital invested by funds: $65.9M → $72.6M (+$6.73M)

6% more funds holding

Funds holding: 5154 (+3)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$15.7M +$381K +13,704 +2%
BlackRock
2
BlackRock
New York
$8.66M -$88.7K -3,191 -1%
TG
3
TCW Group
California
$7.6M +$264K +9,502 +4%
RA
4
Royce & Associates
New York
$7.12M -$1.21M -43,508 -14%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.09M +$23.2K +836 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.65M +$533K +19,186 +17%
State Street
7
State Street
Massachusetts
$3.43M +$80.3K +2,889 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.39M +$20.8K +748 +0.6%
Northern Trust
9
Northern Trust
Illinois
$2.38M -$115K -4,128 -5%
BCM
10
Bridgeway Capital Management
Texas
$1.85M -$75.1K -2,700 -4%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$1.41M
CC
12
Cannell Capital
Wyoming
$1.21M +$1.22M +43,989 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.18M +$30.4K +1,092 +3%
TCIM
14
TIAA CREF Investment Management
New York
$878K +$373K +13,410 +72%
Deutsche Bank
15
Deutsche Bank
Germany
$816K -$18K -648 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$810K -$85.7K -3,084 -9%
Renaissance Technologies
17
Renaissance Technologies
New York
$747K -$186K -6,700 -20%
Morgan Stanley
18
Morgan Stanley
New York
$509K +$156K +5,600 +43%
PPA
19
Parametric Portfolio Associates
Washington
$453K -$4.7K -169 -1%
RC
20
RBF Capital
California
$412K
SO
21
STRS Ohio
Ohio
$400K +$153K +5,500 +60%
Charles Schwab
22
Charles Schwab
California
$391K
Wells Fargo
23
Wells Fargo
California
$380K +$36.3K +1,304 +10%
Millennium Management
24
Millennium Management
New York
$340K -$39.3K -1,414 -10%
Axa
25
Axa
France
$336K +$13.9K +500 +4%

IHC Hedge Fund Activity: Q4 2017 in Review

54 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2017, worth a combined $72.6M — up 10% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IHC positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Cannell Capital, opening a new position worth an estimated $1.22M. The largest seller was Royce & Associates, cutting an estimated $1.21M.

  • 54 institutional investors held Independence Holding Company (IHC) as of Q4 2017, up from 51 in Q3 2017.
  • Funds reported $72.6M of Independence Holding Company stock for Q4 2017, up 10% quarter-over-quarter.
  • 7 funds opened new Independence Holding Company positions in Q4 2017 and 4 closed out, a net change of +3 holders.
  • The largest Independence Holding Company buyer in Q4 2017 was Cannell Capital, an estimated $1.22M added.
  • The largest Independence Holding Company seller in Q4 2017 was Royce & Associates, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2017.