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i3 Verticals
IIIV

Overview Fund Activity

135 hedge funds and large institutions have $486M invested in i3 Verticals in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-4
Holders Change %
-2.88%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
53
Reduced
44
Closed
15
Calls
$230K
Puts
$118K
Net Calls
+$112K
Net Calls Change
-$435K

Top Buyers

1
VC
Voss Capital
Texas
$15.7M
2
CC
Crosslink Capital
California
$27.5M
3
HA
Heartland Advisors
Wisconsin
$11.7M
4
Two Sigma Investments
Two Sigma Investments
New York
$1.48M
5
RIM
Ranger Investment Management
Texas
$24.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$8.47M
2
DCM
Driehaus Capital Management
Illinois
$2.48M
3
Vanguard Group
Vanguard Group
Pennsylvania
$28.6M
4
GIPM
G2 Investment Partners Management
New York
$0
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$25.1K +$4.73K +207 +23%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$15.3K +$15.3K +670 New
UB
128
UMB Bank
Missouri
$10.8K -$23 -1 -0.2%
Simplex Trading
129
Simplex Trading
Illinois
$8K +$8K +380 New
FHA
130
First Horizon Advisors
Tennessee
$2.77K – – –
S
131
SignatureFD
Georgia
$2.24K – – –
WTG
132
West Tower Group
Virginia
$2.13K +$2.13K +93 New
CAM
133
ClariVest Asset Management
California
$1K – – –
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$617 – – –
RCM
135
Raleigh Capital Management
North Carolina
$22 -$2.18K -99 -99%
GIPM
136
G2 Investment Partners Management
New York
– -$2.14M -87,193 Closed
PFP
137
Pinnacle Financial Partners
Tennessee
– -$890K -36,284 Closed
ZIM
138
Zacks Investment Management
Illinois
– -$754K -30,731 Closed
CWA
139
CM Wealth Advisors
Ohio
– -$617K -26,655 Closed
EA
140
Emerald Advisers
Pennsylvania
– -$556K -22,649 Closed
Squarepoint
141
Squarepoint
New York
– -$307K -12,507 Closed
SG Americas Securities
142
SG Americas Securities
New York
– -$299K -12,196 Closed
IB
143
Intrust Bank
Kansas
– -$261K -10,628 Closed
US Bancorp
144
US Bancorp
Minnesota
– -$116K -4,735 Closed
SFM
145
Systematic Financial Management
New Jersey
– -$109K -4,433 Closed
ASN
146
Advisory Services Network
Georgia
– -$26.4K -1,078 Closed
QL
147
Quarry LP
New York
– -$6.53K -266 Closed
AWM
148
Avior Wealth Management
Nebraska
– -$2.55K -104 Closed
BTI
149
Blue Trust Inc
Georgia
– -$2K -65 Closed
MCM
150
Manchester Capital Management
Vermont
– -$418 -17 Closed
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