We are live on ! Find out more
IHC

Independence Holding Company
IHC

Delisted

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

Back to rankings

54 hedge funds and large institutions have $118M invested in Independence Holding Company in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

8% more capital invested

Capital invested by funds: $109M → $118M (+$9.03M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 55 → 54 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
2
Increased
20
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CC
Cannell Capital
Wyoming
+$1.16M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$720K
3
BlackRock
BlackRock
New York
+$683K
4
JP Morgan Chase
JP Morgan Chase
New York
+$368K
5
BAM
Belpointe Asset Management
Nevada
+$231K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.62M
2
TG
TCW Group
California
-$1.6M
3
Millennium Management
Millennium Management
New York
-$384K
4
Goldman Sachs
Goldman Sachs
New York
-$338K
5
Invesco
Invesco
Georgia
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1
Arnhold LLC
New York
$20.8M – – –
CC
2
Cannell Capital
Wyoming
$17.1M +$1.16M +28,997 +7%
BlackRock
3
BlackRock
New York
$12.2M +$683K +17,114 +6%
TG
4
TCW Group
California
$12.1M -$1.6M -40,000 -12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$10.5M +$27.5K +688 +0.3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.8M +$720K +18,039 +8%
RA
7
Royce & Associates
New York
$6.97M -$1.62M -40,500 -19%
State Street
8
State Street
Massachusetts
$4.38M -$146K -3,647 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.54M +$85.2K +2,134 +3%
Northern Trust
10
Northern Trust
Illinois
$3.48M -$179K -4,487 -5%
EC
11
EJF Capital
Virginia
$2.54M – – –
BL
12
Bleichroeder LP
New York
$2.24M – – –
Charles Schwab
13
Charles Schwab
California
$1.97M +$33.1K +829 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.27M +$23.3K +585 +2%
N
15
Nuveen
North Carolina
$991K -$4.03K -101 -0.4%
JP Morgan Chase
16
JP Morgan Chase
New York
$785K +$368K +9,209 +93%
Wells Fargo
17
Wells Fargo
California
$743K -$26.2K -657 -4%
PCM
18
Prelude Capital Management
New York
$709K +$120K +3,001 +21%
RC
19
RBF Capital
California
$615K – – –
SO
20
STRS Ohio
Ohio
$541K – – –
PPA
21
Parametric Portfolio Associates
Washington
$539K -$38.1K -955 -7%
Swiss National Bank
22
Swiss National Bank
Switzerland
$488K – – –
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$422K -$7.98K -200 -2%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$337K +$38.8K +972 +13%
Millennium Management
25
Millennium Management
New York
$333K -$384K -9,632 -54%
1
2 3

IHC Hedge Fund Activity: Q4 2020 in Review

54 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2020, worth a combined $118M — up 8.3% from $109M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IHC and 2 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 20 added.

The largest buyer was Cannell Capital, adding an estimated $1.16M. The largest seller was Royce & Associates, cutting an estimated $1.62M.

  • 54 institutional investors held Independence Holding Company (IHC) as of Q4 2020, down from 55 in Q3 2020.
  • Funds reported $118M of Independence Holding Company stock for Q4 2020, up 8.3% quarter-over-quarter.
  • 2 funds opened new Independence Holding Company positions in Q4 2020 and 3 closed out, a net change of -1 holder.
  • The largest Independence Holding Company buyer in Q4 2020 was Cannell Capital, an estimated $1.16M added.
  • The largest Independence Holding Company seller in Q4 2020 was Royce & Associates, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2020.