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, Q2 2021
Institutional positions in Independence Holding Co as of Jun 30, 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
- Institutional holders
- 56
- −1 vs. Q1 2021
- Shares held
- 3.21M
- +73.5K (+2.3%) vs. Q1 2021
- Total value
- $141.7M
- +$22.5M (+18.9%) vs. Q1 2021
- New holders
- 3
- 16 more added
- Sold out
- 4
- 20 more reduced
Compare with Q1 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, Q2 2021
Shares, value and share of portfolio for each institution holding Independence Holding Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arnhold LLC | 508,336 | $23.5M | 2.67% | 00.0% | Unchanged |
| Cannell Capital LLC | 502,760 | $23.3M | 3.74% | +63,032+14.3% | Added |
| TCW Group Inc | 317,705 | $14.7M | 0.13% | +32,974+11.6% | Added |
| BlackRock Inc. | 280,884 | $13.0M | 0.00% | −38,775−12.1% | Reduced |
| Vanguard Group Inc | 257,215 | $11.9M | 0.00% | −1,025−0.4% | Reduced |
| Dimensional Fund Advisors LP | 254,907 | $11.8M | 0.00% | +4,247+1.7% | Added |
| Royce & Associates LP | 170,023 | $7.88M | 0.05% | 00.0% | Unchanged |
| State Street Corp | 96,543 | $4.49M | 0.00% | +1,588+1.7% | Added |
| Geode Capital Management, LLC | 90,935 | $4.21M | 0.00% | +4,063+4.7% | Added |
| Northern Trust Corp | 71,233 | $3.30M | 0.00% | −3,570−4.8% | Reduced |
| EJF Capital LLC | 69,309 | $3.21M | 0.29% | +7,260+11.7% | Added |
| Bleichroeder LP | 54,711 | $2.53M | 0.38% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 49,899 | $2.31M | 0.00% | +757+1.5% | Added |
| Corsair Capital Management, L.P. | 196,512 | $1.96M | 0.34% | −753−0.4% | Reduced |
| Prelude Capital Management, LLC | 39,856 | $1.85M | 0.10% | +22,552+130.3% | Added |
| Bank of New York Mellon Corp | 28,623 | $1.33M | 0.00% | −3,045−9.6% | Reduced |
| Nuveen Asset Management, LLC | 22,207 | $1.03M | 0.00% | −1,326−5.6% | Reduced |
| Belpointe Asset Management LLC | 19,803 | $917.0K | 0.07% | +12,503+171.3% | Added |
| Neuberger Berman Group LLC | 18,344 | $850.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 16,941 | $785.0K | 0.00% | +8,594+103.0% | Added |
| Bourgeon Capital Management LLC | 15,370 | $712.0K | 0.15% | 00.0% | Unchanged |
| RBF Capital, LLC | 15,000 | $695.0K | 0.04% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 13,300 | $616.0K | 0.00% | +386+3.0% | Added |
| STRS Ohio | 13,200 | $611.0K | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 11,300 | $523.0K | 0.00% | −600−5.0% | Reduced |
| JPMorgan Chase & Co | 9,190 | $426.0K | 0.00% | −9,510−50.9% | Reduced |
| Millennium Management LLC | 7,695 | $356.0K | 0.00% | +247+3.3% | Added |
| Credit Suisse AG | 7,320 | $342.0K | 0.00% | +1,017+16.1% | Added |
| Altium Wealth Management LLC | 7,205 | $334.0K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 7,081 | $329.0K | 0.00% | −8,591−54.8% | Reduced |
| Rhumbline Advisers | 6,576 | $305.0K | 0.00% | −1,431−17.9% | Reduced |
| California State Teachers Retirement System | 5,902 | $273.0K | 0.00% | −1,063−15.3% | Reduced |
| New York State Common Retirement Fund | 4,853 | $225.0K | 0.00% | +38+0.8% | Added |
| State of Wyoming | 4,536 | $210.0K | 0.13% | +4,536 | New |
| Bank of America Corp | 4,243 | $196.0K | 0.00% | −3,888−47.8% | Reduced |
| Deutsche Bank AG | 2,547 | $118.0K | 0.00% | −468−15.5% | Reduced |
| American International Group, Inc. | 2,399 | $111.0K | 0.00% | −294−10.9% | Reduced |
| Russell Investments Group, Ltd. | 1,825 | $84.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,045 | $48.0K | 0.00% | −431−29.2% | Reduced |
| Captrust Financial Advisors | 911 | $42.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 641 | $29.7K | 0.00% | −1,583−71.2% | Reduced |
| Barclays PLC | 642 | $29.0K | 0.00% | −3,219−83.4% | Reduced |
| Tower Research Capital LLC (TRC) | 579 | $27.0K | 0.00% | −33−5.4% | Reduced |
| Copeland Capital Management, LLC | 573 | $27.0K | 0.00% | +2+0.4% | Added |
| Ameritas Investment Partners, Inc. | 394 | $18.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 358 | $17.0K | 0.00% | +82+29.7% | Added |
| Legal & General Group Plc | 346 | $16.0K | 0.00% | −63−15.4% | Reduced |
| Citigroup Inc | 344 | $16.0K | 0.00% | −63−15.5% | Reduced |
| Great West Life Assurance Co | 349 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 354 | $16.0K | 0.00% | +354 | New |
| US Bancorp | 222 | $10.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 161 | $7.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 123 | $6.00K | 0.00% | +123 | New |
| Northwestern Mutual Wealth Management Co | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $648 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −8,802−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −328−100.0% | Sold out |