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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 %
Legal & General Group
101
Legal & General Group
United Kingdom
$63K -$2.05K -66 -3%
AIP
102
Ameritas Investment Partners
Nebraska
$48K
Citigroup
103
Citigroup
New York
$38K -$70.2K -2,270 -65%
SPIA
104
Steward Partners Investment Advisory
New York
$31.1K +$15.6K +500 +100%
Simplex Trading
105
Simplex Trading
Illinois
$23K +$17.7K +577 +332%
QCG
106
Quadrant Capital Group
Ohio
$19K
SBL
107
Sargent Bickham Lagudis
Colorado
$16K
TFS
108
TrustCore Financial Services
Tennessee
$8K
GEA
109
Glen Eagle Advisors
New Jersey
$4.98K +$467 +15 +10%
IA
110
IFP Advisors
Florida
$3K
HPC
111
HM Payson & Co
Maine
$2K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$1K
PA
113
Parallel Advisors
California
$1K +$1K +32 New
AIG
114
American International Group
New York
$336 +$1 +28 +0.3%
CAM
115
ClariVest Asset Management
California
-$3.42M -103,012 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
116
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.83M -55,000 Closed
MPAM
117
Monarch Partners Asset Management
Massachusetts
-$1.41M -42,335 Closed
ACA
118
Anchor Capital Advisors
Massachusetts
-$956K -28,805 Closed
QSS
119
Quantitative Systematic Strategies
Florida
-$950K -28,600 Closed
GC
120
Globeflex Capital
California
-$686K -20,674 Closed
AllianceBernstein
121
AllianceBernstein
Tennessee
-$362K -10,900 Closed
GCP
122
GSA Capital Partners
United Kingdom
-$252K -7,597 Closed
LPL Financial
123
LPL Financial
California
-$213K -6,412 Closed
ASN
124
Advisory Services Network
Georgia
-$35K -1,059 Closed
CL
125
COWA LLC
Oklahoma
-$15K -500 Closed