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, Q3 2021
Institutional positions in Independence Holding Co as of Sep 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
- 55
- −1 vs. Q2 2021
- Shares held
- 3.18M
- −38.1K (−1.2%) vs. Q2 2021
- Total value
- $151.2M
- +$9.48M (+6.7%) vs. Q2 2021
- New holders
- 5
- 15 more added
- Sold out
- 6
- 20 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Independence Holding Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cannell Capital LLC | 607,678 | $30.1M | 4.97% | +104,918+20.9% | Added |
| Arnhold LLC | 500,836 | $24.8M | 2.87% | −7,500−1.5% | Reduced |
| BlackRock Inc. | 270,939 | $13.4M | 0.00% | −9,945−3.5% | Reduced |
| TCW Group Inc | 266,933 | $13.2M | 0.12% | −50,772−16.0% | Reduced |
| Vanguard Group Inc | 258,040 | $12.8M | 0.00% | +825+0.3% | Added |
| Dimensional Fund Advisors LP | 254,025 | $12.6M | 0.00% | −882−0.3% | Reduced |
| Royce & Associates LP | 170,023 | $8.43M | 0.06% | 00.0% | Unchanged |
| State Street Corp | 103,930 | $5.15M | 0.00% | +7,387+7.7% | Added |
| Geode Capital Management, LLC | 91,816 | $4.55M | 0.00% | +881+1.0% | Added |
| EJF Capital LLC | 69,309 | $3.44M | 0.30% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 69,258 | $3.44M | 0.19% | +29,402+73.8% | Added |
| Northern Trust Corp | 67,462 | $3.35M | 0.00% | −3,771−5.3% | Reduced |
| Charles Schwab Investment Management Inc | 41,527 | $2.06M | 0.00% | −8,372−16.8% | Reduced |
| DLD Asset Management, LP | 35,000 | $1.74M | 0.14% | +35,000 | New |
| Corsair Capital Management, L.P. | 157,882 | $1.57M | 0.30% | −38,630−19.7% | Reduced |
| Bank of New York Mellon Corp | 29,128 | $1.45M | 0.00% | +505+1.8% | Added |
| Nuveen Asset Management, LLC | 21,866 | $1.09M | 0.00% | −341−1.5% | Reduced |
| Neuberger Berman Group LLC | 17,844 | $885.0K | 0.00% | −500−2.7% | Reduced |
| Bourgeon Capital Management LLC | 15,370 | $762.0K | 0.16% | 00.0% | Unchanged |
| RBF Capital, LLC | 15,000 | $744.0K | 0.04% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 13,013 | $645.0K | 0.00% | −287−2.2% | Reduced |
| Swiss National Bank | 11,300 | $560.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,099 | $501.0K | 0.15% | +10,099 | New |
| Credit Suisse AG | 7,742 | $383.0K | 0.00% | +422+5.8% | Added |
| Altium Wealth Management LLC | 7,205 | $357.0K | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 7,121 | $354.0K | 0.00% | +40+0.6% | Added |
| Rhumbline Advisers | 6,699 | $332.0K | 0.00% | +123+1.9% | Added |
| California State Teachers Retirement System | 6,521 | $323.0K | 0.00% | +619+10.5% | Added |
| Tudor Investment Corp Et Al | 5,000 | $248.0K | 0.01% | +5,000 | New |
| State of Wyoming | 4,229 | $210.0K | 0.13% | −307−6.8% | Reduced |
| JPMorgan Chase & Co | 4,009 | $200.0K | 0.00% | −5,181−56.4% | Reduced |
| New York State Common Retirement Fund | 3,749 | $186.0K | 0.00% | −1,104−22.7% | Reduced |
| Bank of America Corp | 3,693 | $183.0K | 0.00% | −550−13.0% | Reduced |
| SG Americas Securities, LLC | 3,114 | $154.0K | 0.00% | +3,114 | New |
| STRS Ohio | 2,600 | $128.0K | 0.00% | −10,600−80.3% | Reduced |
| Wells Fargo & Company | 2,471 | $122.0K | 0.00% | −14,470−85.4% | Reduced |
| Deutsche Bank AG | 2,471 | $122.0K | 0.00% | −76−3.0% | Reduced |
| American International Group, Inc. | 2,344 | $116.0K | 0.00% | −55−2.3% | Reduced |
| Barclays PLC | 1,780 | $88.0K | 0.00% | +1,138+177.3% | Added |
| Legal & General Group Plc | 1,359 | $67.0K | 0.00% | +1,013+292.8% | Added |
| BNP Paribas Arbitrage, SA | 1,044 | $51.8K | 0.00% | +403+62.9% | Added |
| Captrust Financial Advisors | 911 | $45.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 585 | $29.0K | 0.00% | +241+70.1% | Added |
| Ameritas Investment Partners, Inc. | 394 | $20.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 384 | $19.0K | 0.00% | +26+7.3% | Added |
| Harbour Investments, Inc. | 354 | $18.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 349 | $17.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 222 | $11.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 172 | $9.00K | 0.00% | −873−83.5% | Reduced |
| Whittier Trust Co | 161 | $8.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 117 | $6.00K | 0.00% | +117 | New |
| Tower Research Capital LLC (TRC) | 102 | $5.00K | 0.00% | −477−82.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $694 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bleichroeder LP | 0 | $0 | 0.00% | −54,711−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −19,803−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −7,695−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −123−100.0% | Sold out |