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IHC

Independence Holding Company
IHC

Delisted

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

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58 hedge funds and large institutions have $89.5M invested in Independence Holding Company in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

9% more funds holding

Funds holding: 53 → 58 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less capital invested

Capital invested by funds: $96M → $89.5M (-$6.53M)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
17
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.15M
2
Goldman Sachs
Goldman Sachs
New York
+$874K
3
CC
Cannell Capital
Wyoming
+$845K
4
Millennium Management
Millennium Management
New York
+$789K
5
Invesco
Invesco
Georgia
+$533K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.17M
2
TG
TCW Group
California
-$2.11M
3
Northern Trust
Northern Trust
Illinois
-$575K
4
TCIM
TIAA CREF Investment Management
New York
-$327K
5
MSL
Mackay Shields LLC
New York
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1
Arnhold LLC
New York
$17M -$72.3K -2,000 -0.4%
RA
2
Royce & Associates
New York
$8.62M – – –
BlackRock
3
BlackRock
New York
$8.4M -$2.17M -59,955 -19%
TG
4
TCW Group
California
$7.55M -$2.11M -58,313 -20%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.23M +$42.4K +1,173 +0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.3M +$1.15M +31,695 +20%
State Street
7
State Street
Massachusetts
$4.33M +$282K +7,798 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.9M -$251K -6,956 -6%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$3.64M – – –
CC
10
Cannell Capital
Wyoming
$2.6M +$845K +23,382 +43%
Northern Trust
11
Northern Trust
Illinois
$2.31M -$575K -15,904 -19%
BCM
12
Bridgeway Capital Management
Texas
$1.97M – – –
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$1.6M -$114K -3,151 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.22M -$70.6K -1,952 -5%
SCP
15
Seizert Capital Partners
Michigan
$1.01M – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$965K -$75.9K -2,099 -7%
Deutsche Bank
17
Deutsche Bank
Germany
$965K +$393K +10,881 +60%
Renaissance Technologies
18
Renaissance Technologies
New York
$891K +$318K +8,800 +49%
Goldman Sachs
19
Goldman Sachs
New York
$804K +$874K +24,184 New
Morgan Stanley
20
Morgan Stanley
New York
$729K +$101K +2,795 +15%
Millennium Management
21
Millennium Management
New York
$725K +$789K +21,818 New
SO
22
STRS Ohio
Ohio
$578K +$101K +2,800 +19%
RC
23
RBF Capital
California
$499K – – –
PPA
24
Parametric Portfolio Associates
Washington
$496K -$33K -912 -6%
Invesco
25
Invesco
Georgia
$491K +$533K +14,755 New
1
2 3

IHC Hedge Fund Activity: Q2 2018 in Review

58 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2018, worth a combined $89.5M — down 6.8% from $96M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IHC positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.15M. The largest seller was BlackRock, cutting an estimated $2.17M.

  • 58 institutional investors held Independence Holding Company (IHC) as of Q2 2018, up from 53 in Q1 2018.
  • Funds reported $89.5M of Independence Holding Company stock for Q2 2018, down 6.8% quarter-over-quarter.
  • 7 funds opened new Independence Holding Company positions in Q2 2018 and 2 closed out, a net change of +5 holders.
  • The largest Independence Holding Company buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $1.15M added.
  • The largest Independence Holding Company seller in Q2 2018 was BlackRock, an estimated $2.17M sold.

Based on aggregated 13F filings for Q2 2018.