We are live on ! Find out more
IHC

Independence Holding Company

Delisted

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

57 hedge funds and large institutions have $119M invested in Independence Holding Company in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

6% more funds holding

Funds holding: 5457 (+3)

1% more capital invested

Capital invested by funds: $118M → $119M (+$956K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
14
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
Arnhold LLC
New York
$20.3M
CC
2
Cannell Capital
Wyoming
$17.5M +$930K +22,815 +5%
BlackRock
3
BlackRock
New York
$12.7M +$869K +21,318 +7%
TG
4
TCW Group
California
$11.3M -$446K -10,947 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.3M +$783K +19,203 +8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$9.99M -$182K -4,459 -2%
RA
7
Royce & Associates
New York
$6.78M
State Street
8
State Street
Massachusetts
$3.78M -$462K -11,335 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.46M +$21.4K +524 +0.6%
Northern Trust
10
Northern Trust
Illinois
$2.98M -$412K -10,096 -12%
EC
11
EJF Capital
Virginia
$2.47M
BL
12
Bleichroeder LP
New York
$2.18M
CCM
13
Corsair Capital Management
New York
$1.97M +$8.04M +197,265 New
Charles Schwab
14
Charles Schwab
California
$1.96M +$44.9K +1,101 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.26M +$31.8K +779 +3%
N
16
Nuveen
North Carolina
$938K -$26K -638 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$745K -$18.3K -449 -2%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$731K +$748K +18,344 New
PCM
19
Prelude Capital Management
New York
$690K
Morgan Stanley
20
Morgan Stanley
New York
$624K +$403K +9,889 +171%
BCM
21
Bourgeon Capital Management
Connecticut
$612K +$626K +15,370 New
RC
22
RBF Capital
California
$598K
SO
23
STRS Ohio
Ohio
$526K
PPA
24
Parametric Portfolio Associates
Washington
$515K -$9.13K -224 -2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$474K

IHC Hedge Fund Activity: Q1 2021 in Review

57 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q1 2021, worth a combined $119M — up 0.81% from $118M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IHC positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Corsair Capital Management, opening a new position worth an estimated $8.04M. The largest seller was State Street, cutting an estimated $462K.

  • 57 institutional investors held Independence Holding Company (IHC) as of Q1 2021, up from 54 in Q4 2020.
  • Funds reported $119M of Independence Holding Company stock for Q1 2021, up 0.81% quarter-over-quarter.
  • 6 funds opened new Independence Holding Company positions in Q1 2021 and 3 closed out, a net change of +3 holders.
  • The largest Independence Holding Company buyer in Q1 2021 was Corsair Capital Management, an estimated $8.04M added.
  • The largest Independence Holding Company seller in Q1 2021 was State Street, an estimated $462K sold.

Based on aggregated 13F filings for Q1 2021.