i3 Verticals
IIIV
133 hedge funds and large institutions have $504M invested in i3 Verticals in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 17 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more capital invested
Capital invested by funds: $402M → $504M (+$102M)
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
2% more funds holding
Funds holding: 130 → 133 (+3)
0.18% less ownership
Funds ownership: 92% → 91.82% (-0.18%)
2% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 44
10% less call options, than puts
Call options by funds: $1.1M | Put options by funds: $1.22M
Top Buyers
Top Sellers
IIIV Hedge Fund Activity: Q4 2022 in Review
133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in i3 Verticals (IIIV) for Q4 2022, worth a combined $504M — up 25% from $402M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IIIV positions and 17 closed out — a net gain of 3 holders — while 43 added to existing stakes and 44 trimmed.
The largest buyer was Heartland Advisors, adding an estimated $4.5M. The largest seller was Millennium Management, cutting an estimated $6.9M.
- 133 institutional investors held i3 Verticals (IIIV) as of Q4 2022, up from 130 in Q3 2022.
- Funds reported $504M of i3 Verticals stock for Q4 2022, up 25% quarter-over-quarter.
- 20 funds opened new i3 Verticals positions in Q4 2022 and 17 closed out, a net change of +3 holders.
- The largest i3 Verticals buyer in Q4 2022 was Heartland Advisors, an estimated $4.5M added.
- The largest i3 Verticals seller in Q4 2022 was Millennium Management, an estimated $6.9M sold.
Based on aggregated 13F filings for Q4 2022.