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