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IHC

Independence Holding Company

Delisted

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

56 hedge funds and large institutions have $142M invested in Independence Holding Company in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $119M → $142M (+$22.5M)

2% less funds holding

Funds holding: 5756 (-1)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
16
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
Arnhold LLC
New York
$23.5M
CC
2
Cannell Capital
Wyoming
$23.3M +$2.8M +63,032 +14%
TG
3
TCW Group
California
$14.7M +$1.46M +32,974 +12%
BlackRock
4
BlackRock
New York
$13M -$1.72M -38,775 -12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.9M -$45.5K -1,025 -0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$11.8M +$188K +4,247 +2%
RA
7
Royce & Associates
New York
$7.88M
State Street
8
State Street
Massachusetts
$4.49M +$70.4K +1,588 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.21M +$180K +4,063 +5%
Northern Trust
10
Northern Trust
Illinois
$3.3M -$158K -3,570 -5%
EC
11
EJF Capital
Virginia
$3.21M +$322K +7,260 +12%
BL
12
Bleichroeder LP
New York
$2.53M
Charles Schwab
13
Charles Schwab
California
$2.31M +$33.6K +757 +2%
CCM
14
Corsair Capital Management
New York
$1.96M -$33.4K -753 -0.4%
PCM
15
Prelude Capital Management
New York
$1.85M +$1M +22,552 +130%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.33M -$135K -3,045 -10%
N
17
Nuveen
North Carolina
$1.03M -$58.8K -1,326 -6%
BAM
18
Belpointe Asset Management
Nevada
$917K +$555K +12,503 +171%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$850K
Wells Fargo
20
Wells Fargo
California
$785K +$381K +8,594 +103%
BCM
21
Bourgeon Capital Management
Connecticut
$712K
RC
22
RBF Capital
California
$695K
PPA
23
Parametric Portfolio Associates
Washington
$616K +$17.1K +386 +3%
SO
24
STRS Ohio
Ohio
$611K
Swiss National Bank
25
Swiss National Bank
Switzerland
$523K -$26.6K -600 -5%

IHC Hedge Fund Activity: Q2 2021 in Review

56 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q2 2021, worth a combined $142M — up 19% from $119M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IHC and 3 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 16 added.

The largest buyer was Cannell Capital, adding an estimated $2.8M. The largest seller was BlackRock, cutting an estimated $1.72M.

  • 56 institutional investors held Independence Holding Company (IHC) as of Q2 2021, down from 57 in Q1 2021.
  • Funds reported $142M of Independence Holding Company stock for Q2 2021, up 19% quarter-over-quarter.
  • 3 funds opened new Independence Holding Company positions in Q2 2021 and 4 closed out, a net change of -1 holder.
  • The largest Independence Holding Company buyer in Q2 2021 was Cannell Capital, an estimated $2.8M added.
  • The largest Independence Holding Company seller in Q2 2021 was BlackRock, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2021.