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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 $89M invested in Independence Holding Company in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

17% more capital invested

Capital invested by funds: $76.2M → $89M (+$12.7M)

4% more funds holding

Funds holding: 5355 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
20
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
Arnhold LLC
New York
$15.6M +$68.3K +2,445 +0.5%
CC
2
Cannell Capital
Wyoming
$11.3M +$1.29M +46,243 +14%
TG
3
TCW Group
California
$10.4M +$2.59M +92,690 +38%
BlackRock
4
BlackRock
New York
$8.68M -$415K -14,869 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.71M +$295K +10,570 +4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.76M -$16K -574 -0.3%
RA
7
Royce & Associates
New York
$6.44M
State Street
8
State Street
Massachusetts
$3.51M -$19.8K -708 -0.6%
Northern Trust
9
Northern Trust
Illinois
$2.71M +$143K +5,132 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.7M +$73.9K +2,648 +3%
EC
11
EJF Capital
Virginia
$1.89M +$1.73M +61,849 New
BL
12
Bleichroeder LP
New York
$1.67M -$1.12M -40,236 -42%
Charles Schwab
13
Charles Schwab
California
$1.01M +$38.8K +1,391 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$953K +$58.1K +2,081 +7%
N
15
Nuveen
North Carolina
$739K +$101K +3,622 +18%
Wells Fargo
16
Wells Fargo
California
$598K +$37.6K +1,346 +7%
SO
17
STRS Ohio
Ohio
$480K +$36.3K +1,300 +9%
RC
18
RBF Capital
California
$459K
PPA
19
Parametric Portfolio Associates
Washington
$448K -$8.23K -295 -2%
PCM
20
Prelude Capital Management
New York
$404K +$369K +13,222 New
BCM
21
Bridgeway Capital Management
Texas
$401K -$326K -11,664 -47%
BFM
22
Boothbay Fund Management
New York
$380K +$347K +12,434 New
Swiss National Bank
23
Swiss National Bank
Switzerland
$364K +$53K +1,900 +19%
JP Morgan Chase
24
JP Morgan Chase
New York
$350K -$159K -5,704 -33%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$315K -$597K -21,400 -68%

IHC Hedge Fund Activity: Q2 2020 in Review

55 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2020, worth a combined $89M — up 17% from $76.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IHC positions and 5 closed out — a net gain of 2 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was TCW Group, adding an estimated $2.59M. The largest seller was Atom Investors, exiting entirely with an estimated $4.79M sold.

  • 55 institutional investors held Independence Holding Company (IHC) as of Q2 2020, up from 53 in Q1 2020.
  • Funds reported $89M of Independence Holding Company stock for Q2 2020, up 17% quarter-over-quarter.
  • 7 funds opened new Independence Holding Company positions in Q2 2020 and 5 closed out, a net change of +2 holders.
  • The largest Independence Holding Company buyer in Q2 2020 was TCW Group, an estimated $2.59M added.
  • The largest Independence Holding Company seller in Q2 2020 was Atom Investors, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2020.