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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.

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

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$573K
2
SAM
Silvercrest Asset Management
New York
$0
3
WA
Wasatch Advisors
Utah
$0
4
VC
Voss Capital
Texas
$16.2M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$68.7K +$67.3K +3,178 +4,674%
AB
127
Amalgamated Bank
New York
$67K -$4.63K -219 -6%
AIP
128
Ameritas Investment Partners
Nebraska
$47.4K – – –
Point72 Asset Management
129
Point72 Asset Management
Connecticut
$44.5K +$44.5K +2,100 New
SIC
130
Salem Investment Counselors
North Carolina
$41.3K – – –
HNB
131
Huntington National Bank
Ohio
$40K +$12.2K +574 +44%
Simplex Trading
132
Simplex Trading
Illinois
$36K +$24.2K +1,174 +205%
Comerica Bank
133
Comerica Bank
Texas
$30.9K -$23.5K -1,108 -43%
CIA
134
Cape Investment Advisory
Georgia
$30.3K +$30.3K +1,431 New
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$27.9K – – –
ASN
136
Advisory Services Network
Georgia
$20.3K +$20.3K +959 New
QL
137
Quarry LP
New York
$17.1K +$17.1K +806 New
NS
138
NBC Securities
Alabama
$17K – – –
WAM
139
Wolverine Asset Management
Illinois
$16.7K +$16.7K +791 New
SPIA
140
Steward Partners Investment Advisory
New York
$15.3K -$76.7K -3,622 -83%
PMEF
141
Point72 Middle East FZE
United Arab Emirates
$11K +$11K +521 New
UB
142
UMB Bank
Missouri
$9.99K – – –
LC
143
Lindbrook Capital
California
$1.42K +$1.42K +67 New
CA
144
Clearstead Advisors
Ohio
$1.33K +$1.33K +63 New
FHA
145
First Horizon Advisors
Tennessee
$1.14K – – –
SWS
146
SYSTM Wealth Solutions
Illinois
$1.02K +$1.02K +48 New
CAM
147
ClariVest Asset Management
California
$677 – – –
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$572 – – –
FFA
149
Farther Finance Advisors
California
$212 +$212 +10 New
SAM
150
Silvercrest Asset Management
New York
– -$5.5M -260,265 Closed
3 4 5
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