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i3 Verticals
IIIV

Overview Fund Activity

128 hedge funds and large institutions have $494M invested in i3 Verticals in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+9
Holders Change %
+7.56%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
34
Reduced
44
Closed
12
Calls
$976K
Puts
–
Net Calls
+$976K
Net Calls Change
-$453K

Top Buyers

1
DCM
1
Driehaus Capital Management
Illinois
$11.2M
2
PCM
2
Portolan Capital Management
Massachusetts
$14.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.85M
4
EMG
4
ETF Managers Group
New Jersey
$7.12M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$28.9M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$10.5M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$1.63M
3
RIM
3
Ranger Investment Management
Texas
$9.89M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$32M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$7.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
101
Salem Investment Counselors
North Carolina
$49K – – –
Citigroup
102
Citigroup
New York
$49K +$12.5K +505 +34%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$42K +$42K +1,669 New
SOW
104
State of Wyoming
Wyoming
$39K -$40K -1,609 -51%
AIP
105
Ameritas Investment Partners
Nebraska
$38K – – –
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$33K – – –
PCG
107
Private Capital Group
Connecticut
$31K +$31K +1,231 New
AS
108
Altshuler Shaham
Israel
$30K +$30K +1,205 New
Barclays
109
Barclays
United Kingdom
$28K -$62.7K -2,475 -69%
HNB
110
Huntington National Bank
Ohio
$21K +$21K +859 New
UB
111
UMB Bank
Missouri
$20K +$20K +784 New
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$18K +$18K +700 New
Allspring Global Investments
113
Allspring Global Investments
North Carolina
$15K – – –
SBL
114
Sargent Bickham Lagudis
Colorado
$13K – – –
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$12.3K +$184 +7,128 +2%
MIM
116
Macroview Investment Management
Maryland
$12K +$12K +482 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$10K -$9.48K -386 -49%
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$10K +$10K +400 New
TFS
119
TrustCore Financial Services
Tennessee
$7K – – –
IA
120
IFP Advisors
Florida
$4K – – –
S
121
SignatureFD
Georgia
$3K – – –
FHA
122
First Horizon Advisors
Tennessee
$3K +$3K +121 New
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$2K – – –
BCMLT
124
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
LC
125
Lindbrook Capital
California
$1K +$1K +21 New
2 3 4
5
6