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IHC

Independence Holding Company

Delisted

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

59 hedge funds and large institutions have $124M invested in Independence Holding Company in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 12 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

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

16% more capital invested

Capital invested by funds: $108M → $124M (+$16.8M)

7% more funds holding

Funds holding: 5559 (+4)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
23
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
Arnhold LLC
New York
$21.4M
BlackRock
2
BlackRock
New York
$12.4M +$147K +3,665 +1%
CC
3
Cannell Capital
Wyoming
$10.8M +$1.07M +26,606 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.1M -$13K -324 -0.1%
TG
5
TCW Group
California
$9.48M -$525K -13,069 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.26M -$13.9K -345 -0.2%
RA
7
Royce & Associates
New York
$8.86M
AI
8
Atom Investors
Texas
$8.3M +$158K +3,941 +2%
State Street
9
State Street
Massachusetts
$4.93M +$187K +4,646 +4%
BL
10
Bleichroeder LP
New York
$4.61M +$4.4M +109,423 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.51M +$70K +1,742 +2%
Northern Trust
12
Northern Trust
Illinois
$3.19M -$87.1K -2,169 -3%
BCM
13
Bridgeway Capital Management
Texas
$1.92M -$64.3K -1,600 -3%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$1.56M -$522K -13,000 -26%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.33M +$13.1K +325 +1%
Charles Schwab
16
Charles Schwab
California
$1.33M +$38.9K +968 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.03M -$357K -8,878 -27%
JP Morgan Chase
18
JP Morgan Chase
New York
$672K +$526K +13,095 +456%
Wells Fargo
19
Wells Fargo
California
$658K -$14.9K -371 -2%
RC
20
RBF Capital
California
$631K
PPA
21
Parametric Portfolio Associates
Washington
$609K +$1.45K +36 +0.2%
Bank of America
22
Bank of America
North Carolina
$608K +$388K +9,655 +202%
SO
23
STRS Ohio
Ohio
$605K
AWM
24
Altium Wealth Management
New York
$471K +$449K +11,186 New
N
25
Nuveen
North Carolina
$459K -$392K -9,759 -47%

IHC Hedge Fund Activity: Q4 2019 in Review

59 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2019, worth a combined $124M — up 16% from $108M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IHC positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Cannell Capital, adding an estimated $1.07M. The largest seller was TCW Group, cutting an estimated $525K.

  • 59 institutional investors held Independence Holding Company (IHC) as of Q4 2019, up from 55 in Q3 2019.
  • Funds reported $124M of Independence Holding Company stock for Q4 2019, up 16% quarter-over-quarter.
  • 6 funds opened new Independence Holding Company positions in Q4 2019 and 2 closed out, a net change of +4 holders.
  • The largest Independence Holding Company buyer in Q4 2019 was Cannell Capital, an estimated $1.07M added.
  • The largest Independence Holding Company seller in Q4 2019 was TCW Group, an estimated $525K sold.

Based on aggregated 13F filings for Q4 2019.