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i3 Verticals
IIIV

Overview Fund Activity

149 hedge funds and large institutions have $444M invested in i3 Verticals in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
53
Reduced
49
Closed
14
Calls
$74K
Puts
$476K
Net Calls
-$402K
Net Calls Change
+$78K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$21.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.91M
3
BlackRock
3
BlackRock
New York
$37.5M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$5.2M
5
2C
5
272 Capital
Texas
$5.14M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$573K
2
SAM
2
Silvercrest Asset Management
New York
$0
3
WA
3
Wasatch Advisors
Utah
$0
4
VC
4
Voss Capital
Texas
$16.2M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
101
TownSquare Capital
Utah
$312K -$240K -11,328 -43%
NRD
102
Nebula Research & Development
New York
$301K +$301K +14,207 New
AllianceBernstein
103
AllianceBernstein
Tennessee
$300K -$32.6K -1,540 -10%
Deutsche Bank
104
Deutsche Bank
Germany
$272K -$4.59K -217 -2%
SOW
105
State of Wyoming
Wyoming
$265K +$31.6K +1,494 +14%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$265K -$140K -6,617 -35%
Principal Financial Group
107
Principal Financial Group
Iowa
$259K +$58.7K +2,771 +29%
P
108
Pitcairn
Pennsylvania
$255K -$38.6K -1,825 -13%
MFIM
109
Mesirow Financial Investment Management
Illinois
$248K – – –
AIG
110
American International Group
New York
$237K -$974 -46 -0.4%
MIM
111
MetLife Investment Management
New Jersey
$234K – – –
CA
112
CapWealth Advisors
Tennessee
$229K – – –
LIA
113
LBMC Investment Advisors
Tennessee
$227K – – –
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$206K -$381 -18 -0.2%
PCM
115
Prelude Capital Management
New York
$203K +$203K +9,591 New
OR
116
Olympiad Research
Connecticut
$203K +$203K +9,591 New
New York State Common Retirement Fund
117
New York State Common Retirement Fund
New York
$190K +$169 +8 +0.1%
SG Americas Securities
118
SG Americas Securities
New York
$164K +$38.8K +1,836 +31%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$138K -$19.6K -927 -12%
TRCT
120
Tower Research Capital (TRC)
New York
$119K +$80.7K +3,813 +211%
Osaic Holdings
121
Osaic Holdings
Arizona
$116K -$66.6K -3,148 -36%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$106K +$28.5K +1,345 +37%
QT
123
Quantbot Technologies
New York
$103K +$103K +4,885 New
ACM
124
Aquatic Capital Management
Illinois
$91K +$91K +4,300 New
Mitsubishi UFJ Asset Management
125
Mitsubishi UFJ Asset Management
Japan
$77.5K -$244 -12 -0.3%
3 4
5
6 7