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IHC

Independence Holding Company
IHC

Delisted

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

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54 hedge funds and large institutions have $97.1M invested in Independence Holding Company in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $95.9M → $97.1M (+$1.11M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

7% less funds holding

Funds holding: 58 → 54 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
17
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Atom Investors
Texas
+$1.39M
2
CC
Cannell Capital
Wyoming
+$1.38M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$364K
4
TG
TCW Group
California
+$300K
5
NL
NKCFO LLC
Illinois
+$74.3K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$608K
2
BlackRock
BlackRock
New York
-$361K
3
Goldman Sachs
Goldman Sachs
New York
-$322K
4
BCM
Bridgeway Capital Management
Texas
-$301K
5
RA
Royce & Associates
New York
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1
Arnhold LLC
New York
$18M – – –
TG
2
TCW Group
California
$9.38M +$300K +8,074 +3%
RA
3
Royce & Associates
New York
$8.88M -$275K -7,411 -3%
BlackRock
4
BlackRock
New York
$8.82M -$361K -9,717 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.23M +$364K +9,801 +4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.72M +$1.49K +40 +0%
CC
7
Cannell Capital
Wyoming
$6.48M +$1.38M +37,051 +25%
AI
8
Atom Investors
Texas
$4.45M +$1.39M +37,400 +42%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$3.86M – – –
State Street
10
State Street
Massachusetts
$3.75M -$608K -16,378 -13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.68M +$66.2K +1,783 +2%
Northern Trust
12
Northern Trust
Illinois
$2.51M -$8.91K -240 -0.3%
BCM
13
Bridgeway Capital Management
Texas
$1.79M -$301K -8,120 -14%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$1.7M – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.17M +$25.8K +696 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.11M -$26K -700 -2%
Wells Fargo
17
Wells Fargo
California
$581K -$102K -2,755 -14%
RC
18
RBF Capital
California
$529K – – –
SO
19
STRS Ohio
Ohio
$507K – – –
PPA
20
Parametric Portfolio Associates
Washington
$497K +$13.6K +367 +3%
Charles Schwab
21
Charles Schwab
California
$409K -$25.8K -696 -6%
Invesco
22
Invesco
Georgia
$402K -$91.7K -2,470 -18%
TA
23
Teachers Advisors
New York
$384K – – –
TCIM
24
TIAA CREF Investment Management
New York
$380K – – –
Swiss National Bank
25
Swiss National Bank
Switzerland
$317K – – –
1
2 3

IHC Hedge Fund Activity: Q1 2019 in Review

54 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2019, worth a combined $97.1M — up 1.2% from $95.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IHC and 1 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 17 added.

The largest buyer was Atom Investors, adding an estimated $1.39M. The largest seller was State Street, cutting an estimated $608K.

  • 54 institutional investors held Independence Holding Company (IHC) as of Q1 2019, down from 58 in Q4 2018.
  • Funds reported $97.1M of Independence Holding Company stock for Q1 2019, up 1.2% quarter-over-quarter.
  • 1 fund opened new Independence Holding Company positions in Q1 2019 and 5 closed out, a net change of -4 holders.
  • The largest Independence Holding Company buyer in Q1 2019 was Atom Investors, an estimated $1.39M added.
  • The largest Independence Holding Company seller in Q1 2019 was State Street, an estimated $608K sold.

Based on aggregated 13F filings for Q1 2019.