INDEPENDENCE HOLDINGS CORP (ACQR)
Institutional ownership reported to the SEC as of Q4 2022, across 7 quarters.
71
Reporting holders
$452.7M
Reported value
0.0%
Calls
0.0%
Puts
-4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GLAZER CAPITAL, LLC | $43.6M | 4,324,461 | 1.13% | 7q | +57.6%+$15.9M |
| CITADEL ADVISORS LLC | $37.8M | 3,750,200 | 0.01% | 7q | HELD |
| MILLENNIUM MANAGEMENT LLC | $23.9M | 2,374,666 | 0.01% | 7q | HELD |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $22.8M | 2,257,700 | 0.05% | 7q | HELD |
| BANK OF MONTREAL /CAN/ | $22.2M | 2,204,329 | 0.01% | 5q | +506.8%+$18.6M |
| MARSHALL WACE, LLP | $21.2M | 2,100,302 | 0.05% | 7q | HELD |
| Sculptor Capital LP | $21.0M | 2,080,583 | 0.37% | 7q | -13.2%-$3.2M |
| HSBC HOLDINGS PLC | $18.8M | 1,861,823 | 0.02% | 4q | +20.4%+$3.2M |
| Magnetar Financial LLC | $17.3M | 1,715,153 | 0.29% | 3q | HELD |
| Westchester Capital Management, LLC | $15.2M | 1,505,851 | 0.42% | 5q | +123.1%+$8.4M |
| Periscope Capital Inc. | $14.2M | 1,408,752 | 0.61% | 6q | +20.5%+$2.4M |
| NOMURA HOLDINGS INC | $13.1M | 1,296,819 | 0.05% | 7q | -49.1%-$12.6M |
| Taconic Capital Advisors LP | $12.4M | 1,225,909 | 0.35% | 3q | HELD |
| ARISTEIA CAPITAL LLC | $12.4M | 1,226,827 | 0.25% | new | NEW |
| D. E. Shaw & Co., Inc. | $12.2M | 1,205,934 | 0.01% | 7q | +19.9%+$2.0M |
| AQR Arbitrage LLC | $10.6M | 1,053,359 | 0.27% | 4q | HELD |
| FIR TREE CAPITAL MANAGEMENT LP | $9.7M | 963,719 | 0.50% | 7q | HELD |
| Hudson Bay Capital Management LP | $9.1M | 900,000 | 0.09% | 7q | +125.0%+$5.0M |
| Weiss Asset Management LP | $8.7M | 864,710 | 0.05% | 7q | -49.3%-$8.5M |
| Saba Capital Management, L.P. | $8.5M | 847,794 | 0.12% | 7q | HELD |
| CANTOR FITZGERALD, L. P. | $7.7M | 766,645 | 0.17% | 5q | HELD |
| Exos TFP Holdings LLC | $6.7M | 667,334 | 1.87% | 2q | +80.6%+$3.0M |
| Polar Asset Management Partners Inc. | $6.0M | 600,000 | 0.07% | 7q | HELD |
| Radcliffe Capital Management, L.P. | $5.8M | 579,161 | 0.18% | 7q | +14.9%+$756.0K |
| MOORE CAPITAL MANAGEMENT, LP | $5.0M | 500,000 | 0.12% | 7q | HELD |
| Centiva Capital, LP | $4.8M | 470,978 | 0.13% | 7q | HELD |
| CVI Holdings, LLC | $4.7M | 465,866 | 0.60% | 7q | -8.8%-$451.0K |
| Silver Rock Financial LP | $4.6M | 457,739 | 1.46% | 5q | HELD |
| First Trust Capital Management L.P. | $4.4M | 439,092 | 0.24% | new | NEW |
| PRELUDE CAPITAL MANAGEMENT, LLC | $4.2M | 420,459 | 0.22% | 4q | HELD |
| Woodline Partners LP | $3.6M | 354,167 | 0.05% | 7q | HELD |
| J. Goldman & Co LP | $2.9M | 286,063 | 0.14% | new | NEW |
| Neuberger Berman Group LLC | $2.7M | 267,966 | 0.00% | 6q | HELD |
| Verition Fund Management LLC | $2.4M | 233,445 | 0.04% | 5q | -50.0%-$2.4M |
| DUPONT CAPITAL MANAGEMENT CORP | $2.0M | 200,000 | 0.10% | 7q | HELD |
| LMR Partners LLP | $1.8M | 180,000 | 0.03% | 7q | HELD |
| GRITSTONE ASSET MANAGEMENT LLC | $1.6M | 157,701 | 2.02% | new | FIRST |
| Schechter Investment Advisors, LLC | $1.6M | 157,694 | 0.15% | 3q | HELD |
| JANUS HENDERSON GROUP PLC | $1.5M | 150,318 | 0.00% | 4q | -50.0%-$1.5M |
| KIM, LLC | $1.5M | 150,000 | 0.08% | 3q | HELD |
| TORONTO DOMINION BANK | $1.5M | 150,000 | 0.00% | 5q | HELD |
| ANGELO GORDON & CO., L.P. | $1.5M | 150,000 | 0.28% | 6q | HELD |
| Cowen Investment Management LLC | $1.5M | 150,000 | 0.31% | 5q | HELD |
| JPMORGAN CHASE & CO | $1.5M | 149,379 | 0.00% | 2q | -25.3%-$510.7K |
| Bulldog Investors, LLP | $1.4M | 141,966 | 0.43% | new | NEW |
| 683 Capital Management, LLC | $1.4M | 140,000 | 0.12% | 5q | HELD |
| BERKLEY W R CORP | $1.2M | 122,810 | 0.07% | 7q | +0.5%+$6.4K |
| MIZUHO SECURITIES USA LLC | $1.1M | 113,692 | 0.11% | new | NEW |
| Cohanzick Management, LLC | $1.0M | 102,157 | 0.30% | 6q | -4.5%-$48.2K |
| Royal Bank of Canada | $988.0K | 98,016 | 0.00% | 6q | -5.2%-$54.3K |
| Cubist Systematic Strategies, LLC | $964.0K | 95,631 | 0.01% | 2q | -5.0%-$50.4K |
| BANK OF NOVA SCOTIA | $807.2K | 80,000 | 0.00% | 5q | HELD |
| Mint Tower Capital Management B.V. | $756.0K | 75,000 | 0.07% | 4q | HELD |
| Schonfeld Strategic Advisors LLC | $743.2K | 73,733 | 0.01% | 5q | -25.2%-$251.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $703.5K | 69,727 | 0.00% | 2q | HELD |
| WHITEBOX ADVISORS LLC | $695.5K | 69,000 | 0.02% | 7q | HELD |
| GABELLI FUNDS LLC | $646.1K | 64,100 | 0.01% | 3q | HELD |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $613.9K | 60,900 | 0.13% | 3q | HELD |
| GOLDMAN SACHS GROUP INC | $504.0K | 50,000 | 0.00% | 7q | HELD |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $504.0K | 50,000 | 0.00% | 4q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $398.4K | 39,523 | 0.00% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $350.0K | 34,694 | 0.00% | 5q | HELD |
| TENOR CAPITAL MANAGEMENT Co., L.P. | $252.0K | 25,000 | 0.01% | 7q | HELD |
| Kepos Capital LP | $252.0K | 25,000 | 0.04% | 5q | -95.2%-$5.0M |
| Virtu Financial LLC | $233.0K | 23,063 | 0.03% | 2q | +28.7%+$52.0K |
| Wealthspring Capital LLC | $151.1K | 14,990 | 0.23% | 3q | -91.3%-$1.6M |
| PenderFund Capital Management Ltd. | $120.0K | 8,816 | 0.04% | 5q | +24.2%+$23.4K |
| CAAS CAPITAL MANAGEMENT LP | $103.8K | 10,300 | 0.01% | 4q | HELD |
| CAPSTONE INVESTMENT ADVISORS, LLC | $100.8K | 10,000 | 0.00% | 7q | HELD |
| Elequin Securities, LLC | $74.6K | 7,400 | 0.02% | new | NEW |
| CLEAR STREET LLC | $12.0K | 1,175 | 0.00% | new | NEW |
| Altshuler Shaham Ltd | $1.5K | 245,179? | 0.00% | new |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2022 | 71 | $452.7M | 44,879,591 | 8 | 12 | 13 | 0.0% |
| Q3 2022 | 75 | $437.3M | 44,078,022 | 5 | 20 | 10 | 0.0% |
| Q2 2022 | 78 | $435.9M | 44,462,652 | 9 | 16 | 9 | 0.0% |
| Q1 2022 | 75 | $384.9M | 39,250,579 | 12 | 19 | 12 | 0.0% |
| Q4 2021 | 71 | $371.3M | 38,163,690 | 23 | 10 | 5 | 0.1% |
| Q3 2021 | 53 | $290.8M | 29,404,636 | 13 | 8 | 3 | 0.2% |
| Q2 2021 | 41 | $218.5M | 21,969,053 | 41 | 0 | 0 | 0.1% |