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i3 Verticals

114 hedge funds and large institutions have $625M invested in i3 Verticals in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
47
Reduced
37
Closed
15
Calls
$1.28M
Puts
$923K
Net Calls
+$359K
Net Calls Change
+$568K
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
76
Lazard Asset Management
New York
$391K -$115K -3,701 -23%
WP
77
WealthShield Partners
North Carolina
$363K +$145K +4,654 +66%
MFIM
78
Mesirow Financial Investment Management
Illinois
$353K -$12.3K -396 -3%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$343K -$11.5K -370 -3%
EGM
80
Engineers Gate Manager
New York
$330K -$85.7K -2,750 -21%
SEI Investments
81
SEI Investments
Pennsylvania
$325K
CSS
82
Cubist Systematic Strategies
Connecticut
$315K -$35.6K -1,146 -10%
UBS Group
83
UBS Group
Switzerland
$272K +$84.2K +2,703 +45%
Citadel Advisors
84
Citadel Advisors
Florida
$264K -$320K -10,281 -55%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$255K -$452K -14,535 -64%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$242K +$242K +7,774 New
SBIA
87
Sheaff Brock Investment Advisors
Indiana
$239K
MIM
88
MetLife Investment Management
New Jersey
$220K
CIS
89
Connors Investor Services
Pennsylvania
$220K
Mitsubishi UFJ Asset Management
90
Mitsubishi UFJ Asset Management
Japan
$212K +$53.7K +1,724 +34%
AQR Capital Management
91
AQR Capital Management
Connecticut
$210K -$26.5K -852 -11%
Jane Street
92
Jane Street
New York
$206K +$206K +6,615 New
SFI
93
Susquehanna Fundamental Investments
Pennsylvania
$206K +$206K +6,623 New
SG Americas Securities
94
SG Americas Securities
New York
$167K +$55.6K +1,782 +50%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$160K
US Bancorp
96
US Bancorp
Minnesota
$150K +$32.6K +1,045 +28%
TRCT
97
Tower Research Capital (TRC)
New York
$119K +$98.1K +3,152 +469%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$75.9K -$36.8K -1,183 -33%
Osaic Holdings
99
Osaic Holdings
Arizona
$70K +$58.1K +1,874 +489%
FMP
100
Financial Management Professionals
Texas
$65K +$1.13K +36 +2%