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i3 Verticals
IIIV

Overview Fund Activity

153 hedge funds and large institutions have $508M invested in i3 Verticals in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+16
Holders Change %
+11.68%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
55
Reduced
42
Closed
13
Calls
$1.98M
Puts
$48K
Net Calls
+$1.93M
Net Calls Change
-$2.82M

Top Buyers

1
AC
1
AltraVue Capital
Washington
$21M
2
FCM
2
Forager Capital Management
Alabama
$17.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.79M
4
LCM
4
Legato Capital Management
California
$4.23M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$4.05M

Top Sellers

1
VC
1
Voss Capital
Texas
$2.53M
2
HRCM
2
Hood River Capital Management
Florida
$17.1M
3
Millennium Management
3
Millennium Management
New York
$1.3M
4
TCM
4
TimesSquare Capital Management
New York
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$760K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$51.6K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$44.9K – – –
SIC
128
Salem Investment Counselors
North Carolina
$44.9K – – –
Comerica Bank
129
Comerica Bank
Texas
$31.6K – – –
Group One Trading
130
Group One Trading
Illinois
$21K +$21K +912 New
Fidelity Investments
131
Fidelity Investments
Massachusetts
$20.4K +$7.1K +308 +53%
HNB
132
Huntington National Bank
Ohio
$20.2K +$6.77K +294 +50%
AB
133
Amalgamated Bank
New York
$17K – – –
SCM
134
Sterling Capital Management
North Carolina
$15.7K +$13.9K +605 +796%
UB
135
UMB Bank
Missouri
$9.61K – – –
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$8K +$335 +14 +4%
QCG
137
Quadrant Capital Group
Ohio
$6.22K – – –
MG
138
Mather Group
Illinois
$5.53K +$5.53K +240 New
CSC
139
Cove Street Capital
California
$5.46K +$5.46K +237 New
VWM
140
Venturi Wealth Management
Texas
$5.37K – – –
VCM
141
Versant Capital Management
Arizona
$5.35K +$5.35K +232 New
Osaic Holdings
142
Osaic Holdings
Arizona
$3.85K -$1.11K -48 -22%
FHA
143
First Horizon Advisors
Tennessee
$1.82K +$576 +25 +46%
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$1.66K -$369 -16 -18%
RIL
145
Rothschild Investment LLC
Illinois
$1.38K +$691 +30 +100%
BCMLT
146
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.2K – – –
Creative Planning
147
Creative Planning
Kansas
$899 +$899 +39 New
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$852 +$138 +6 +19%
AAP
149
Arax Advisory Partners
Colorado
$669 +$669 +29 New
LC
150
Lindbrook Capital
California
$530 – – –
3 4 5
6
7