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IHC

Independence Holding Company

Delisted

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

53 hedge funds and large institutions have $76.2M invested in Independence Holding Company in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 5953 (-6)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

39% less capital invested

Capital invested by funds: $124M → $76.2M (-$48.1M)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
53
Holders Change
-6
Holders Change %
-10.17%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
18
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
Arnhold LLC
New York
$13M -$20.6K -550 -0.1%
CC
2
Cannell Capital
Wyoming
$8.24M +$2.44M +65,210 +25%
BlackRock
3
BlackRock
New York
$7.63M +$171K +4,563 +2%
TG
4
TCW Group
California
$6.3M +$796K +21,303 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.18M +$42.9K +1,148 +0.5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.67M +$64.4K +1,724 +0.8%
RA
7
Royce & Associates
New York
$5.38M
AI
8
Atom Investors
Texas
$4.79M -$373K -9,985 -5%
State Street
9
State Street
Massachusetts
$2.95M -$37.8K -1,012 -0.9%
BL
10
Bleichroeder LP
New York
$2.43M -$541K -14,476 -13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.19M +$77.9K +2,085 +2%
Northern Trust
12
Northern Trust
Illinois
$2.13M +$284K +7,609 +10%
Bank of America
13
Bank of America
North Carolina
$837K +$685K +18,317 +127%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$810K -$206K -5,501 -15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$808K -$4.26K -114 -0.4%
Charles Schwab
16
Charles Schwab
California
$806K -$5.04K -135 -0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$743K +$168K +4,491 +18%
BCM
18
Bridgeway Capital Management
Texas
$633K -$775K -20,736 -46%
N
19
Nuveen
North Carolina
$526K +$361K +9,652 +89%
Wells Fargo
20
Wells Fargo
California
$465K +$95.2K +2,547 +16%
JP Morgan Chase
21
JP Morgan Chase
New York
$438K +$43.1K +1,154 +7%
RC
22
RBF Capital
California
$383K
PPA
23
Parametric Portfolio Associates
Washington
$382K +$17.6K +470 +3%
SO
24
STRS Ohio
Ohio
$368K
Swiss National Bank
25
Swiss National Bank
Switzerland
$256K

IHC Hedge Fund Activity: Q1 2020 in Review

53 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2020, worth a combined $76.2M — down 39% from $124M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IHC and 2 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 18 added.

The largest buyer was Cannell Capital, adding an estimated $2.44M. The largest seller was Bridgeway Capital Management, cutting an estimated $775K.

  • 53 institutional investors held Independence Holding Company (IHC) as of Q1 2020, down from 59 in Q4 2019.
  • Funds reported $76.2M of Independence Holding Company stock for Q1 2020, down 39% quarter-over-quarter.
  • 2 funds opened new Independence Holding Company positions in Q1 2020 and 7 closed out, a net change of -5 holders.
  • The largest Independence Holding Company buyer in Q1 2020 was Cannell Capital, an estimated $2.44M added.
  • The largest Independence Holding Company seller in Q1 2020 was Bridgeway Capital Management, an estimated $775K sold.

Based on aggregated 13F filings for Q1 2020.