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i3 Verticals

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

1.5% less ownership

Funds ownership: 91.58%90.07% (-1.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

84% less call options, than puts

Call options by funds: $74K | Put options by funds: $476K

Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74K
Puts
$476K
Net Calls
Net Calls Change

Top Buyers

1 +$4.68M
2 +$4.18M
3 +$3.92M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$3.1M
5
2C
272 Capital
Texas
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$40M
2
$37.5M
3
$27.4M
4
$27.3M
5
$22.2M
6
$21.1M
7
$16.6M
8
$16.2M
9
$13.9M
10
$12.3M
11
$11.4M
12
$10.5M
13
$10.1M
14
$10M
15
$8.77M
16
$7.06M
17
$6.82M
18
$6.74M
19
$6.31M
20
$6.05M
21
$6.02M
22
$5.91M
23
$5.53M
24
$5.2M
25
$5.14M