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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.

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
Raymond James Financial
3
Raymond James Financial
Florida
$13.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.79M
5
LCM
5
Legato Capital Management
California
$4.23M

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 Market Value Shares Shares
Change 		Shares
Change %
GCM
1
Geneva Capital Management
Wisconsin
$41.1M 1,785,160 -20,218 -1%
BlackRock
2
BlackRock
New York
$41M 1,778,778 +38,721 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.5M 1,325,690 +19,342 +1%
RIM
4
Ranger Investment Management
Texas
$26.6M 1,153,935 -19,650 -2%
CC
5
Crosslink Capital
California
$24.9M 1,081,581 -148,820 -12%
LPP
6
Long Path Partners
Connecticut
$22.6M 979,777 +46,679 +5%
AC
7
AltraVue Capital
Washington
$21M 911,146 +911,146 New
HA
8
Heartland Advisors
Wisconsin
$18.7M 811,550 -800 -0.1%
FCM
9
Forager Capital Management
Alabama
$17.6M 765,000 +765,000 New
HRCM
10
Hood River Capital Management
Florida
$17.1M 743,705 -599,616 -45%
PCM
11
Portolan Capital Management
Massachusetts
$15.6M 676,135 +23,063 +4%
Raymond James Financial
12
Raymond James Financial
Florida
$13.3M 577,832 +577,832 New
RA
13
Royce & Associates
New York
$12.5M 541,350 +52,510 +11%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$12.4M 538,057 +3,373 +0.6%
State Street
15
State Street
Massachusetts
$11.9M 516,788 +20,845 +4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$11.5M 498,923 +11,270 +2%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$9.24M 401,162 +374 +0.1%
Ameriprise
18
Ameriprise
Minnesota
$7.96M 345,507 -112,047 -24%
NC
19
Nicholas Company
Wisconsin
$7.95M 345,128 – –
Citadel Advisors
20
Citadel Advisors
Florida
$7.79M 338,268 +284,366 +528%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$7.04M 305,344 -48,896 -14%
Goldman Sachs
22
Goldman Sachs
New York
$6.83M 296,328 -102,653 -26%
CIM
23
Confluence Investment Management
Missouri
$6.74M 292,629 -7,043 -2%
CRM
24
Cramer Rosenthal McGlynn
Connecticut
$6.37M 276,530 +67,489 +32%
ACA
25
AYAL Capital Advisors
Ontario, Canada
$5.99M 259,844 -112,013 -30%
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