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IHC

Independence Holding Company

Delisted

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

73 hedge funds and large institutions have $193M invested in Independence Holding Company in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

40% more capital invested

Capital invested by funds: $138M → $193M (+$55.4M)

33% more funds holding

Funds holding: 5573 (+18)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
73
Holders Change
+18
Holders Change %
+32.73%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
18
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cannell Capital
Wyoming
$29.8M -$4.41M -82,592 -14%
BlackRock
2
BlackRock
New York
$19.8M +$4.19M +78,596 +29%
AL
3
Arnhold LLC
New York
$19.6M -$8.31M -155,728 -31%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.3M -$294K -5,505 -2%
TG
5
TCW Group
California
$14.1M -$996K -18,670 -7%
GCL
6
Glazer Capital LLC
New York
$13.6M +$12.8M +240,469 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$13.4M -$984K -18,435 -7%
RA
8
Royce & Associates
New York
$9.64M
State Street
9
State Street
Massachusetts
$5.79M -$96.9K -1,816 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.18M -$17.1K -321 -0.3%
GF
11
Gabelli Funds
New York
$4.61M +$4.34M +81,401 New
Northern Trust
12
Northern Trust
Illinois
$3.75M -$63.9K -1,198 -2%
CCM
13
Chicago Capital Management
Illinois
$3.41M +$3.21M +60,217 New
BL
14
Bleichroeder LP
New York
$3.1M +$2.92M +54,711 New
PCM
15
Prelude Capital Management
New York
$2.71M -$1.14M -21,446 -31%
E
16
Ergoteles
New York
$2.54M +$2.39M +44,847 New
Charles Schwab
17
Charles Schwab
California
$2.39M +$29.9K +560 +1%
Tudor Investment Corp
18
Tudor Investment Corp
Connecticut
$2.28M +$1.88M +35,200 +704%
DAM
19
DLD Asset Management
New York
$1.98M
Citadel Advisors
20
Citadel Advisors
Florida
$1.96M +$1.84M +34,529 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.63M -$22.2K -416 -1%
GCIA
22
Gabelli & Co Investment Advisers
New York
$1.18M +$1.11M +20,867 New
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$1.11M +$1.04M +19,508 New
UBS Group
24
UBS Group
Switzerland
$1.1M +$1.03M +19,361 +16,548%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$1.01M

IHC Hedge Fund Activity: Q4 2021 in Review

73 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Independence Holding Company (IHC) for Q4 2021, worth a combined $193M — up 40% from $138M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IHC positions and 6 closed out — a net gain of 18 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Glazer Capital LLC, opening a new position worth an estimated $12.8M. The largest seller was Arnhold LLC, cutting an estimated $8.31M.

  • 73 institutional investors held Independence Holding Company (IHC) as of Q4 2021, up from 55 in Q3 2021.
  • Funds reported $193M of Independence Holding Company stock for Q4 2021, up 40% quarter-over-quarter.
  • 24 funds opened new Independence Holding Company positions in Q4 2021 and 6 closed out, a net change of +18 holders.
  • The largest Independence Holding Company buyer in Q4 2021 was Glazer Capital LLC, an estimated $12.8M added.
  • The largest Independence Holding Company seller in Q4 2021 was Arnhold LLC, an estimated $8.31M sold.

Based on aggregated 13F filings for Q4 2021.