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IHC

Independence Holding Company
IHC

Delisted

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

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56 hedge funds and large institutions have $108M invested in Independence Holding Company in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

11% more capital invested

Capital invested by funds: $97.1M → $108M (+$10.5M)

4% more funds holding

Funds holding: 54 → 56 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
21
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$959K
2
N
Nuveen
North Carolina
+$804K
3
AI
Atom Investors
Texas
+$290K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$206K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$204K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.12M
2
State Street
State Street
Massachusetts
-$177K
3
Deutsche Bank
Deutsche Bank
Germany
-$130K
4
Invesco
Invesco
Georgia
-$122K
5
BCM
Bridgeway Capital Management
Texas
-$70.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1
Arnhold LLC
New York
$19.7M – – –
BlackRock
2
BlackRock
New York
$10.7M +$959K +25,840 +10%
TG
3
TCW Group
California
$10.5M +$157K +4,243 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.13M +$88.6K +2,387 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.64M +$155K +4,168 +2%
RA
6
Royce & Associates
New York
$8.58M -$1.12M -30,189 -12%
CC
7
Cannell Capital
Wyoming
$7.12M – – –
AI
8
Atom Investors
Texas
$5.19M +$290K +7,822 +6%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$4.24M – – –
State Street
10
State Street
Massachusetts
$3.95M -$177K -4,768 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.16M +$206K +5,553 +7%
Northern Trust
12
Northern Trust
Illinois
$2.71M -$41.3K -1,112 -2%
BCM
13
Bridgeway Capital Management
Texas
$1.89M -$70.5K -1,900 -4%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$1.86M – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.27M -$12.2K -329 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.22M – – –
N
17
Nuveen
North Carolina
$840K +$804K +21,681 New
Wells Fargo
18
Wells Fargo
California
$586K -$50.1K -1,351 -8%
RC
19
RBF Capital
California
$581K – – –
PPA
20
Parametric Portfolio Associates
Washington
$560K +$13.3K +359 +3%
SO
21
STRS Ohio
Ohio
$557K – – –
Charles Schwab
22
Charles Schwab
California
$490K +$38.4K +1,036 +9%
Swiss National Bank
23
Swiss National Bank
Switzerland
$372K +$22.3K +600 +7%
Invesco
24
Invesco
Georgia
$314K -$122K -3,300 -29%
Morgan Stanley
25
Morgan Stanley
New York
$309K -$29.8K -802 -9%
1
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IHC Hedge Fund Activity: Q2 2019 in Review

56 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2019, worth a combined $108M — up 11% from $97.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IHC positions and 2 closed out — a net gain of 4 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $959K. The largest seller was Royce & Associates, cutting an estimated $1.12M.

  • 56 institutional investors held Independence Holding Company (IHC) as of Q2 2019, up from 54 in Q1 2019.
  • Funds reported $108M of Independence Holding Company stock for Q2 2019, up 11% quarter-over-quarter.
  • 6 funds opened new Independence Holding Company positions in Q2 2019 and 2 closed out, a net change of +4 holders.
  • The largest Independence Holding Company buyer in Q2 2019 was BlackRock, an estimated $959K added.
  • The largest Independence Holding Company seller in Q2 2019 was Royce & Associates, an estimated $1.12M sold.

Based on aggregated 13F filings for Q2 2019.