Independence Holding Co
IHCDelisted Feb 16, 2022- Industry
- Life Insurance
- SEC CIK
- 0000701869
Independence Holding Co was delisted on Feb 16, 2022; its insiders filed their last Form 4 on Feb 16, 2022; 73 institutions reported holding it in 13F filings for Q4 2021, worth $193.4M in total; no superinvestor held it.
13F holders, Q4 2021
Institutional positions in Independence Holding Co as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
IHC is no longer listed, so this page shows Q4 2021. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 73
- +18 vs. Q3 2021
- Shares held
- 3.46M
- +285.8K (+9.0%) vs. Q3 2021
- Total value
- $193.4M
- +$42.2M (+27.9%) vs. Q3 2021
- New holders
- 24
- 18 more added
- Sold out
- 6
- 16 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IHC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $57 |
| Q1 2026 | 1 | $57 |
| Q4 2025 | 1 | $57 |
| Q3 2025 | 1 | $57 |
| Q2 2025 | 1 | $57 |
| Q1 2025 | 1 | $57 |
| Q4 2024 | 1 | $57 |
| Q3 2024 | 1 | $57 |
| Q2 2024 | 1 | $57 |
| Q1 2024 | 1 | $57 |
| Q4 2023 | 1 | $57 |
| Q3 2023 | 1 | $57 |
| Q2 2023 | 1 | $57 |
| Q1 2023 | 1 | $57 |
| Q4 2022 | 1 | $57 |
| Q3 2022 | 1 | $0 |
| Q2 2022 | 1 | $0 |
| Q1 2022 | 2 | $524.0K |
| Q4 2021 | 73 | $193.4M |
| Q3 2021 | 55 | $151.2M |
| Q2 2021 | 56 | $141.7M |
| Q1 2021 | 57 | $119.2M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Independence Holding Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cannell Capital LLC | 525,086 | $29.8M | 4.73% | −82,592−13.6% | Reduced |
| BlackRock Inc. | 349,535 | $19.8M | 0.00% | +78,596+29.0% | Added |
| Arnhold LLC | 345,108 | $19.6M | 2.22% | −155,728−31.1% | Reduced |
| Vanguard Group Inc | 252,535 | $14.3M | 0.00% | −5,505−2.1% | Reduced |
| TCW Group Inc | 248,263 | $14.1M | 0.12% | −18,670−7.0% | Reduced |
| Glazer Capital, LLC | 240,469 | $13.6M | 0.33% | +240,469 | New |
| Dimensional Fund Advisors LP | 235,590 | $13.4M | 0.00% | −18,435−7.3% | Reduced |
| Royce & Associates LP | 170,023 | $9.64M | 0.07% | 00.0% | Unchanged |
| State Street Corp | 102,114 | $5.79M | 0.00% | −1,816−1.7% | Reduced |
| Geode Capital Management, LLC | 91,495 | $5.18M | 0.00% | −321−0.3% | Reduced |
| Gabelli Funds LLC | 81,401 | $4.61M | 0.03% | +81,401 | New |
| Northern Trust Corp | 66,264 | $3.75M | 0.00% | −1,198−1.8% | Reduced |
| Chicago Capital Management, LLC | 60,217 | $3.41M | 2.36% | +60,217 | New |
| Bleichroeder LP | 54,711 | $3.10M | 0.48% | +54,711 | New |
| Prelude Capital Management, LLC | 47,812 | $2.71M | 0.13% | −21,446−31.0% | Reduced |
| Ergoteles LLC | 44,847 | $2.54M | 0.10% | +44,847 | New |
| Charles Schwab Investment Management Inc | 42,087 | $2.39M | 0.00% | +560+1.3% | Added |
| Tudor Investment Corp Et Al | 40,200 | $2.28M | 0.04% | +35,200+704.0% | Added |
| DLD Asset Management, LP | 35,000 | $1.98M | 0.17% | 00.0% | Unchanged |
| Citadel Advisors LLC | 34,529 | $1.96M | 0.00% | +34,529 | New |
| Bank of New York Mellon Corp | 28,712 | $1.63M | 0.00% | −416−1.4% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 20,867 | $1.18M | 0.16% | +20,867 | New |
| Qube Research & Technologies Ltd | 19,508 | $1.11M | 0.01% | +19,508 | New |
| UBS Group AG | 19,478 | $1.10M | 0.00% | +19,361+16,547.9% | Added |
| Neuberger Berman Group LLC | 17,844 | $1.01M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 17,572 | $995.0K | 0.00% | −4,294−19.6% | Reduced |
| Renaissance Technologies LLC | 15,800 | $896.0K | 0.00% | +15,800 | New |
| RBF Capital, LLC | 15,000 | $850.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 13,764 | $780.0K | 0.02% | +13,764 | New |
| Gamco Investors, Inc. Et Al | 13,700 | $777.0K | 0.01% | +13,700 | New |
| Parametric Portfolio Associates LLC | 13,415 | $760.0K | 0.00% | +402+3.1% | Added |
| Swiss National Bank | 11,300 | $640.0K | 0.00% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 60,037 | $601.0K | 0.11% | −97,845−62.0% | Reduced |
| CSS LLC | 10,000 | $567.0K | 0.03% | +10,000 | New |
| Highland Capital Management Fund Advisors, L.P. | 8,869 | $503.0K | 0.07% | +8,869 | New |
| Credit Suisse AG | 8,172 | $463.0K | 0.00% | +430+5.6% | Added |
| Morgan Stanley | 7,591 | $429.0K | 0.00% | +470+6.6% | Added |
| Altium Wealth Management LLC | 7,205 | $408.0K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,960 | $394.0K | 0.00% | +2,951+73.6% | Added |
| California State Teachers Retirement System | 6,742 | $382.0K | 0.00% | +221+3.4% | Added |
| Bourgeon Capital Management LLC | 6,520 | $370.0K | 0.08% | −8,850−57.6% | Reduced |
| Keebeck Alpha, LP | 6,230 | $353.0K | 0.13% | −3,869−38.3% | Reduced |
| Rhumbline Advisers | 5,832 | $331.0K | 0.00% | −867−12.9% | Reduced |
| Barclays PLC | 5,197 | $294.0K | 0.00% | +3,417+192.0% | Added |
| Wells Fargo & Company | 4,694 | $266.0K | 0.00% | +2,223+90.0% | Added |
| Jane Street Group, LLC | 4,421 | $251.0K | 0.00% | +4,421 | New |
| Bank of America Corp | 4,345 | $246.0K | 0.00% | +652+17.7% | Added |
| Diametric Capital, LP | 4,300 | $244.0K | 0.19% | +4,300 | New |
| Janney Montgomery Scott LLC | 4,000 | $227.0K | 0.00% | +4,000 | New |
| New York State Common Retirement Fund | 3,749 | $212.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 3,619 | $205.0K | 0.00% | +3,619 | New |
| Deutsche Bank AG | 2,611 | $148.0K | 0.00% | +140+5.7% | Added |
| American International Group, Inc. | 2,275 | $129.0K | 0.00% | −69−2.9% | Reduced |
| Water Island Capital LLC | 1,777 | $101.0K | 0.01% | +1,777 | New |
| MetLife Investment Management | 1,530 | $86.7K | 0.00% | +1,530 | New |
| BNP Paribas Arbitrage, SA | 1,510 | $85.6K | 0.00% | +466+44.6% | Added |
| Legal & General Group Plc | 1,359 | $77.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,243 | $70.0K | 0.00% | +1,243 | New |
| Metropolitan Life Insurance Co | 1,146 | $65.0K | 0.00% | +1,146 | New |
| Citigroup Inc | 1,096 | $62.0K | 0.00% | +511+87.4% | Added |
| Captrust Financial Advisors | 911 | $52.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 832 | $47.0K | 0.00% | +448+116.7% | Added |
| Whittier Trust Co | 576 | $33.0K | 0.00% | +415+257.8% | Added |
| Ameritas Investment Partners, Inc. | 394 | $22.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 349 | $20.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 222 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 195 | $11.0K | 0.00% | +93+91.2% | Added |
| Aquatic Capital Management LLC | 200 | $11.0K | 0.02% | +200 | New |
| Northwestern Mutual Wealth Management Co | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $2.00K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 14 | $794 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $0 | 0.00% | +1 | New |
| EJF Capital LLC | 0 | $0 | 0.00% | −69,309−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,229−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,114−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |