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i3 Verticals
IIIV

Overview Fund Activity

118 hedge funds and large institutions have $455M invested in i3 Verticals in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
118
Holders Change
+21
Holders Change %
+21.65%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
37
Reduced
40
Closed
9
Calls
$2.97M
Puts
$359K
Net Calls
+$2.62M
Net Calls Change
+$2.09M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$19.8M
2
GCM
2
Geneva Capital Management
Wisconsin
$37.2M
3
American Century Companies
3
American Century Companies
Missouri
$16.6M
4
TCM
4
TimesSquare Capital Management
New York
$38.4M
5
SI
5
Scout Investments
Missouri
$5.62M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$8.45M
2
Wells Fargo
2
Wells Fargo
California
$4.5M
3
HFA
3
Harbert Fund Advisors
Alabama
$14.2M
4
BlackRock
4
BlackRock
New York
$23.6M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
101
Financial Management Professionals
Texas
$54K 2,126 -451 -18%
Legal & General Group
102
Legal & General Group
United Kingdom
$46K 1,819 -637 -26%
AIP
103
Ameritas Investment Partners
Nebraska
$30K 1,204 – –
ASN
104
Advisory Services Network
Georgia
$27K 1,059 +1,059 New
Millennium Management
105
Millennium Management
New York
$20.9K 829,681 +663,554 +399%
Citigroup
106
Citigroup
New York
$18K 711 -1,286 -64%
SBL
107
Sargent Bickham Lagudis
Colorado
$13K 500 +500 New
SPIA
108
Steward Partners Investment Advisory
New York
$13K 500 +500 New
UBS Group
109
UBS Group
Switzerland
$11K 449 -5,120 -92%
PHK
110
Point72 Hong Kong
Hong Kong
$10K 381 +381 New
Osaic Holdings
111
Osaic Holdings
Arizona
$9K 363 +114 +46%
TFS
112
TrustCore Financial Services
Tennessee
$7K 265 -1,960 -88%
DWA
113
Dorsey Wright & Associates
California
$6K 233 -78 -25%
ZB
114
Zions Bancorporation
Utah
$5K 199 +199 New
IA
115
IFP Advisors
Florida
$3K 100 – –
PI
116
PEAK6 Investments
Illinois
– – -30,215 Closed
Group One Trading
117
Group One Trading
Illinois
– – -13,232 Closed
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
– – -12,328 Closed
EMFAT
119
Emerald Mutual Fund Advisers Trust
Pennsylvania
– – -8,420 Closed
SBIA
120
Sheaff Brock Investment Advisors
Indiana
– – -7,692 Closed
CIS
121
Connors Investor Services
Pennsylvania
– – -6,796 Closed
BAMCO Inc
122
BAMCO Inc
New York
– – -700 Closed
AS
123
Altshuler Shaham
Israel
– – -206 Closed
CAN
124
Cetera Advisor Networks
California
– – -100 Closed
PFO
125
Pathstone Family Office
New Jersey
$0 14 -14 -50%
2 3 4
5
6