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i3 Verticals

137 hedge funds and large institutions have $475M invested in i3 Verticals in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $485M → $475M (-$9.55M)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

Holders
137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.85M
Puts
$98K
Net Calls
Net Calls Change

Top Buyers

1 +$11.4M
2 +$7.92M
3 +$7.57M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
+$4.45M
5
Goldman Sachs
Goldman Sachs
New York
+$3.54M

Top Sellers

1 -$8.92M
2 -$7.44M
3 -$4.01M
4
Morgan Stanley
Morgan Stanley
New York
-$2.5M
5
KCM
Kennedy Capital Management
Missouri
-$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$38.5M
2
$37.1M
3
$28.6M
4
$27.8M
5
$26.2M
6
$25M
7
$19.9M
8
$17.3M
9
$16.6M
10
$13.9M
11
$12.9M
12
$11.4M
13
$11.4M
14
$10.6M
15
$10.4M
16
$10.4M
17
$9.75M
18
$8.5M
19
$8.47M
20
$7.92M
21
$7.69M
22
$7.55M
23
$7.35M
24
$6.39M
25
$5.46M