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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 $138M invested in Independence Holding Company in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% less capital invested

Capital invested by funds: $142M → $138M (-$3.63M)

2% less funds holding

Funds holding: 5655 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
15
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cannell Capital
Wyoming
$30.1M +$4.83M +104,918 +21%
AL
2
Arnhold LLC
New York
$24.8M -$345K -7,500 -1%
BlackRock
3
BlackRock
New York
$13.4M -$457K -9,945 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.8M +$38K +825 +0.3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.6M -$40.6K -882 -0.3%
RA
6
Royce & Associates
New York
$8.43M
State Street
7
State Street
Massachusetts
$5.15M +$340K +7,387 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.55M +$40.5K +881 +1%
EC
9
EJF Capital
Virginia
$3.44M
PCM
10
Prelude Capital Management
New York
$3.44M +$1.35M +29,402 +74%
Northern Trust
11
Northern Trust
Illinois
$3.35M -$173K -3,771 -5%
Charles Schwab
12
Charles Schwab
California
$2.06M -$385K -8,372 -17%
DAM
13
DLD Asset Management
New York
$1.74M +$1.61M +35,000 New
CCM
14
Corsair Capital Management
New York
$1.57M -$1.78M -38,630 -20%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.45M +$23.2K +505 +2%
N
16
Nuveen
North Carolina
$1.09M -$15.7K -341 -2%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$885K -$23K -500 -3%
BCM
18
Bourgeon Capital Management
Connecticut
$762K
RC
19
RBF Capital
California
$744K
PPA
20
Parametric Portfolio Associates
Washington
$645K -$13.2K -287 -2%
Swiss National Bank
21
Swiss National Bank
Switzerland
$560K
OR
22
Olympiad Research
Connecticut
$501K +$465K +10,099 New
CS
23
Credit Suisse
Switzerland
$383K +$19.4K +422 +6%
AWM
24
Altium Wealth Management
New York
$357K
Morgan Stanley
25
Morgan Stanley
New York
$354K +$1.84K +40 +0.6%

IHC Hedge Fund Activity: Q3 2021 in Review

55 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q3 2021, worth a combined $138M — down 2.6% from $142M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IHC and 5 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 15 added.

The largest buyer was Cannell Capital, adding an estimated $4.83M. The largest seller was Bleichroeder LP, exiting entirely with an estimated $2.53M sold.

  • 55 institutional investors held Independence Holding Company (IHC) as of Q3 2021, down from 56 in Q2 2021.
  • Funds reported $138M of Independence Holding Company stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 5 funds opened new Independence Holding Company positions in Q3 2021 and 6 closed out, a net change of -1 holder.
  • The largest Independence Holding Company buyer in Q3 2021 was Cannell Capital, an estimated $4.83M added.
  • The largest Independence Holding Company seller in Q3 2021 was Bleichroeder LP, an estimated $2.53M sold.

Based on aggregated 13F filings for Q3 2021.