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i3 Verticals

50 hedge funds and large institutions have $88M invested in i3 Verticals in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

70.67% more ownership

Funds ownership: 0%70.67% (+71%)

Holders
50
Holders Change
+50
Holders Change %
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
50
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
51
TrustCore Financial Services
Tennessee
$2K +$1.83K +115 New

IIIV Hedge Fund Activity: Q2 2018 in Review

50 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in i3 Verticals (IIIV) for Q2 2018, worth a combined $88M.

Buyers outnumbered sellers: 50 funds opened new IIIV positions and 0 closed out — a net gain of 50 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $12.2M.

  • 50 institutional investors held i3 Verticals (IIIV) as of Q2 2018, up from 0 in Q1 2018.
  • Funds reported $88M of i3 Verticals stock for Q2 2018.
  • 50 funds opened new i3 Verticals positions in Q2 2018 and 0 closed out, a net change of +50 holders.
  • The largest i3 Verticals buyer in Q2 2018 was Franklin Resources, an estimated $12.2M added.

Based on aggregated 13F filings for Q2 2018.