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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 $108M invested in Independence Holding Company in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $108M → $108M (-$74.7K)

2% less funds holding

Funds holding: 5655 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
20
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
Arnhold LLC
New York
$19.7M
BlackRock
2
BlackRock
New York
$11.2M +$542K +14,326 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.29M +$190K +5,026 +2%
TG
4
TCW Group
California
$9.2M -$1.21M -31,931 -12%
CC
5
Cannell Capital
Wyoming
$8.89M +$1.76M +46,470 +25%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.5M -$108K -2,860 -1%
RA
7
Royce & Associates
New York
$8.12M -$420K -11,100 -5%
AI
8
Atom Investors
Texas
$7.46M +$2.25M +59,437 +44%
State Street
9
State Street
Massachusetts
$4.32M +$393K +10,389 +10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.15M +$3.52K +93 +0.1%
Northern Trust
11
Northern Trust
Illinois
$3.01M +$296K +7,820 +11%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$1.94M +$78.8K +2,081 +4%
BCM
13
Bridgeway Capital Management
Texas
$1.82M -$68.1K -1,800 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.29M +$24.9K +659 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.21M
Charles Schwab
16
Charles Schwab
California
$1.19M +$683K +18,056 +143%
N
17
Nuveen
North Carolina
$798K -$38.8K -1,024 -5%
Wells Fargo
18
Wells Fargo
California
$618K +$32.9K +870 +6%
RC
19
RBF Capital
California
$579K
PPA
20
Parametric Portfolio Associates
Washington
$557K -$1.63K -43 -0.3%
SO
21
STRS Ohio
Ohio
$555K
Swiss National Bank
22
Swiss National Bank
Switzerland
$370K
Renaissance Technologies
23
Renaissance Technologies
New York
$347K +$341K +9,002 New
UBS Group
24
UBS Group
Switzerland
$340K +$109K +2,887 +49%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$307K +$25.1K +663 +9%

IHC Hedge Fund Activity: Q3 2019 in Review

55 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2019, worth a combined $108M — down 0.07% from $108M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IHC and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 20 added.

The largest buyer was Atom Investors, adding an estimated $2.25M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $4.24M sold.

  • 55 institutional investors held Independence Holding Company (IHC) as of Q3 2019, down from 56 in Q2 2019.
  • Funds reported $108M of Independence Holding Company stock for Q3 2019, down 0.07% quarter-over-quarter.
  • 4 funds opened new Independence Holding Company positions in Q3 2019 and 5 closed out, a net change of -1 holder.
  • The largest Independence Holding Company buyer in Q3 2019 was Atom Investors, an estimated $2.25M added.
  • The largest Independence Holding Company seller in Q3 2019 was First Eagle Investment Management, an estimated $4.24M sold.

Based on aggregated 13F filings for Q3 2019.