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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 $95.9M invested in Independence Holding Company in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 20 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

5% more funds holding

Funds holding: 55 → 58 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $96M → $95.9M (-$81.2K)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
16
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TG
TCW Group
California
+$716K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$388K
3
CC
Cannell Capital
Wyoming
+$374K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$312K
5
BlackRock
BlackRock
New York
+$222K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$759K
2
State Street
State Street
Massachusetts
-$582K
3
Millennium Management
Millennium Management
New York
-$491K
4
Renaissance Technologies
Renaissance Technologies
New York
-$481K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1
Arnhold LLC
New York
$17.9M – – –
BlackRock
2
BlackRock
New York
$9.15M +$222K +5,987 +2%
RA
3
Royce & Associates
New York
$9.13M – – –
TG
4
TCW Group
California
$9.08M +$716K +19,337 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.87M +$388K +10,474 +5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.71M -$852 -23 -0%
CC
7
Cannell Capital
Wyoming
$5.17M +$374K +10,096 +7%
State Street
8
State Street
Massachusetts
$4.32M -$582K -15,721 -11%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$3.85M – – –
AI
10
Atom Investors
Texas
$3.12M +$3.29M +88,722 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.61M +$69K +1,864 +3%
Northern Trust
12
Northern Trust
Illinois
$2.52M -$67.1K -1,811 -2%
BCM
13
Bridgeway Capital Management
Texas
$2.07M -$12K -323 -0.5%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$1.69M – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.14M +$312K +8,427 +35%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.13M -$113K -3,043 -9%
Wells Fargo
17
Wells Fargo
California
$678K +$14.6K +395 +2%
Morgan Stanley
18
Morgan Stanley
New York
$528K -$12.4K -334 -2%
RC
19
RBF Capital
California
$528K – – –
Goldman Sachs
20
Goldman Sachs
New York
$512K -$759K -20,496 -58%
SO
21
STRS Ohio
Ohio
$506K -$70.4K -1,900 -12%
Invesco
22
Invesco
Georgia
$488K -$16.5K -446 -3%
PPA
23
Parametric Portfolio Associates
Washington
$484K -$32.3K -873 -6%
Charles Schwab
24
Charles Schwab
California
$433K +$76.3K +2,060 +20%
TA
25
Teachers Advisors
New York
$384K – – –
1
2 3

IHC Hedge Fund Activity: Q4 2018 in Review

58 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2018, worth a combined $95.9M — down 0.08% from $96M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IHC positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was TCW Group, adding an estimated $716K. The largest seller was Goldman Sachs, cutting an estimated $759K.

  • 58 institutional investors held Independence Holding Company (IHC) as of Q4 2018, up from 55 in Q3 2018.
  • Funds reported $95.9M of Independence Holding Company stock for Q4 2018, down 0.08% quarter-over-quarter.
  • 7 funds opened new Independence Holding Company positions in Q4 2018 and 4 closed out, a net change of +3 holders.
  • The largest Independence Holding Company buyer in Q4 2018 was TCW Group, an estimated $716K added.
  • The largest Independence Holding Company seller in Q4 2018 was Goldman Sachs, an estimated $759K sold.

Based on aggregated 13F filings for Q4 2018.