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IHC

Independence Holding Company

Delisted

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

55 hedge funds and large institutions have $96M invested in Independence Holding Company in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

7% more capital invested

Capital invested by funds: $89.5M → $96M (+$6.57M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 5855 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
21
Reduced
15
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 -$64.2K -1,820 -0.4%
RA
2
Royce & Associates
New York
$9.31M
BlackRock
3
BlackRock
New York
$9.12M +$49.5K +1,403 +0.6%
TG
4
TCW Group
California
$8.57M +$403K +11,428 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.86M +$54K +1,531 +0.7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.65M +$833K +23,623 +12%
State Street
7
State Street
Massachusetts
$4.97M +$285K +8,090 +6%
CC
8
Cannell Capital
Wyoming
$4.91M +$2.07M +58,738 +75%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$3.93M
Northern Trust
10
Northern Trust
Illinois
$2.63M +$128K +3,636 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.6M -$1.58M -44,871 -38%
BCM
12
Bridgeway Capital Management
Texas
$2.13M
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$1.73M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.26M -$49.5K -1,405 -4%
Goldman Sachs
15
Goldman Sachs
New York
$1.26M +$383K +10,852 +45%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$862K -$176K -4,998 -17%
Millennium Management
17
Millennium Management
New York
$683K -$98.7K -2,798 -13%
Wells Fargo
18
Wells Fargo
California
$676K +$154K +4,360 +30%
SO
19
STRS Ohio
Ohio
$585K -$38.8K -1,100 -6%
Deutsche Bank
20
Deutsche Bank
Germany
$567K -$466K -13,218 -46%
Morgan Stanley
21
Morgan Stanley
New York
$551K -$233K -6,612 -30%
RC
22
RBF Capital
California
$539K
PPA
23
Parametric Portfolio Associates
Washington
$525K -$10.1K -287 -2%
Invesco
24
Invesco
Georgia
$515K -$15.3K -435 -3%
Renaissance Technologies
25
Renaissance Technologies
New York
$481K -$472K -13,390 -50%

IHC Hedge Fund Activity: Q3 2018 in Review

55 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2018, worth a combined $96M — up 7.3% from $89.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IHC and 3 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Cannell Capital, adding an estimated $2.07M. The largest seller was Geode Capital Management, cutting an estimated $1.58M.

  • 55 institutional investors held Independence Holding Company (IHC) as of Q3 2018, down from 58 in Q2 2018.
  • Funds reported $96M of Independence Holding Company stock for Q3 2018, up 7.3% quarter-over-quarter.
  • 3 funds opened new Independence Holding Company positions in Q3 2018 and 6 closed out, a net change of -3 holders.
  • The largest Independence Holding Company buyer in Q3 2018 was Cannell Capital, an estimated $2.07M added.
  • The largest Independence Holding Company seller in Q3 2018 was Geode Capital Management, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2018.