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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 $109M invested in Independence Holding Company in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $89M → $109M (+$20.2M)

0% more funds holding

Funds holding: 5555 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
13
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
Arnhold LLC
New York
$19.2M -$100K -2,900 -0.6%
CC
2
Cannell Capital
Wyoming
$14.6M +$673K +19,430 +5%
TG
3
TCW Group
California
$12.7M -$124K -3,575 -1%
BlackRock
4
BlackRock
New York
$10.6M -$87.7K -2,534 -0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.6M +$76K +2,196 +0.9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.33M -$4.19K -121 -0.1%
RA
7
Royce & Associates
New York
$7.94M
State Street
8
State Street
Massachusetts
$4.15M -$168K -4,848 -4%
Northern Trust
9
Northern Trust
Illinois
$3.37M +$31.1K +897 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.17M -$137K -3,948 -4%
EC
11
EJF Capital
Virginia
$2.34M +$6.92K +200 +0.3%
BL
12
Bleichroeder LP
New York
$2.06M
Charles Schwab
13
Charles Schwab
California
$1.78M +$495K +14,302 +43%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.14M -$29.6K -854 -3%
N
15
Nuveen
North Carolina
$915K +$3.46K +100 +0.4%
Wells Fargo
16
Wells Fargo
California
$708K -$26.8K -773 -4%
RC
17
RBF Capital
California
$566K
PCM
18
Prelude Capital Management
New York
$539K +$37.4K +1,081 +8%
PPA
19
Parametric Portfolio Associates
Washington
$531K -$18.9K -547 -4%
SO
20
STRS Ohio
Ohio
$497K -$86.6K -2,500 -16%
Swiss National Bank
21
Swiss National Bank
Switzerland
$449K
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$396K +$6.92K +200 +2%
JP Morgan Chase
23
JP Morgan Chase
New York
$377K -$51.1K -1,475 -13%
Goldman Sachs
24
Goldman Sachs
New York
$338K +$311K +8,970 New
Invesco
25
Invesco
Georgia
$298K -$12.4K -357 -4%

IHC Hedge Fund Activity: Q3 2020 in Review

55 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2020, worth a combined $109M — up 23% from $89M a quarter earlier.

Fund positioning in IHC was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 25 trimmed.

The largest buyer was Cannell Capital, adding an estimated $673K. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $401K sold.

  • 55 institutional investors held Independence Holding Company (IHC) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $109M of Independence Holding Company stock for Q3 2020, up 23% quarter-over-quarter.
  • 3 funds opened new Independence Holding Company positions in Q3 2020 and 3 closed out, a net change of 0 holders.
  • The largest Independence Holding Company buyer in Q3 2020 was Cannell Capital, an estimated $673K added.
  • The largest Independence Holding Company seller in Q3 2020 was Bridgeway Capital Management, an estimated $401K sold.

Based on aggregated 13F filings for Q3 2020.