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IHC

Independence Holding Company

Delisted

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

53 hedge funds and large institutions have $96M invested in Independence Holding Company in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $72.6M → $96M (+$23.4M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 5453 (-1)

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
Arnhold LLC
New York
$18.3M +$15.1M +513,161 New
BlackRock
2
BlackRock
New York
$11.1M -$90K -3,063 -1%
TG
3
TCW Group
California
$10.2M +$256K +8,719 +3%
RA
4
Royce & Associates
New York
$9.24M
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.71M -$164K -5,577 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.63M +$727K +24,751 +19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.43M +$16.4K +559 +0.5%
State Street
8
State Street
Massachusetts
$4.37M -$68.8K -2,343 -2%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$3.9M -$13.5M -460,826 -81%
Northern Trust
10
Northern Trust
Illinois
$3.05M -$28.9K -985 -1%
BCM
11
Bridgeway Capital Management
Texas
$2.11M -$235K -8,000 -12%
CC
12
Cannell Capital
Wyoming
$1.95M +$314K +10,701 +24%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$1.83M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.37M -$133K -4,533 -11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.11M +$46.4K +1,578 +5%
SCP
16
Seizert Capital Partners
Michigan
$1.01M +$833K +28,349 New
TCIM
17
TIAA CREF Investment Management
New York
$817K -$266K -9,050 -28%
Morgan Stanley
18
Morgan Stanley
New York
$683K +$18.3K +624 +3%
Deutsche Bank
19
Deutsche Bank
Germany
$645K -$343K -11,662 -39%
Renaissance Technologies
20
Renaissance Technologies
New York
$642K -$270K -9,200 -34%
PPA
21
Parametric Portfolio Associates
Washington
$564K -$20.1K -685 -4%
RC
22
RBF Capital
California
$535K
SO
23
STRS Ohio
Ohio
$520K
Charles Schwab
24
Charles Schwab
California
$507K
Wells Fargo
25
Wells Fargo
California
$492K -$1.59K -54 -0.4%

IHC Hedge Fund Activity: Q1 2018 in Review

53 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2018, worth a combined $96M — up 32% from $72.6M a quarter earlier.

Fund positioning in IHC was balanced in Q1 2018: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 22 trimmed.

The largest buyer was Seizert Capital Partners, opening a new position worth an estimated $833K. The largest seller was First Eagle Investment Management, cutting an estimated $13.5M.

  • 53 institutional investors held Independence Holding Company (IHC) as of Q1 2018, down from 54 in Q4 2017.
  • Funds reported $96M of Independence Holding Company stock for Q1 2018, up 32% quarter-over-quarter.
  • 6 funds opened new Independence Holding Company positions in Q1 2018 and 6 closed out, a net change of 0 holders.
  • The largest Independence Holding Company buyer in Q1 2018 was Seizert Capital Partners, an estimated $833K added.
  • The largest Independence Holding Company seller in Q1 2018 was First Eagle Investment Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2018.