IIIV icon

i3 Verticals
IIIV

Overview Fund Activity

137 hedge funds and large institutions have $475M invested in i3 Verticals in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 12 closing their positions.

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
44
Reduced
46
Closed
12
Calls
$4.85M
Puts
$98K
Net Calls
+$4.75M
Net Calls Change
+$2.61M

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$11.4M
2
ACA
2
AYAL Capital Advisors
Ontario, Canada
$7.92M
3
LPP
3
Long Path Partners
Connecticut
$19.9M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$4.45M
5
Goldman Sachs
5
Goldman Sachs
New York
$8.5M

Top Sellers

1
CCPM
1
Cooper Creek Partners Management
New York
$0
2
MCM
2
Mason Capital Management
New York
$0
3
SC
3
Shellback Capital
Massachusetts
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$3M
5
KCM
5
Kennedy Capital Management
Missouri
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJWM
101
Gilliland Jeter Wealth Management
Arkansas
$179K – – –
TRCT
102
Tower Research Capital (TRC)
New York
$172K +$68K +3,192 +66%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$120K -$2.98K -140 -2%
SG Americas Securities
104
SG Americas Securities
New York
$113K +$1.3K +61 +1%
QT
105
Quantbot Technologies
New York
$109K +$109K +5,124 New
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$106K – – –
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$102K +$1.36K +64 +1%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$73.5K -$1.43M -67,255 -95%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$50.6K -$10.8K -505 -18%
AIP
110
Ameritas Investment Partners
Nebraska
$47.7K – – –
SPIA
111
Steward Partners Investment Advisory
New York
$41.6K – – –
SIC
112
Salem Investment Counselors
North Carolina
$41.6K – – –
Comerica Bank
113
Comerica Bank
Texas
$29.2K -$16.1K -757 -36%
NS
114
NBC Securities
Alabama
$23K +$2.64K +129 +13%
AB
115
Amalgamated Bank
New York
$16K – – –
HNB
116
Huntington National Bank
Ohio
$12.4K +$1.15K +54 +10%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$12.3K -$1.22K -57 -9%
UB
118
UMB Bank
Missouri
$8.89K -$469 -22 -5%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$7K +$963 +44 +16%
QCG
120
Quadrant Capital Group
Ohio
$5.75K – – –
VWM
121
Venturi Wealth Management
Texas
$4.97K +$4.97K +233 New
Osaic Holdings
122
Osaic Holdings
Arizona
$4.58K -$3.07K -144 -40%
NC
123
nVerses Capital
Florida
$4.26K +$4.26K +200 New
CPA
124
Capital Performance Advisors
California
$3.52K +$3.52K +165 New
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$1.88K +$341 +16 +22%
2 3 4
5
6