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FirstService
FSV

Overview Fund Activity

236 hedge funds and large institutions have $4.86B invested in FirstService in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
236
Holders Change
+20
Holders Change %
+9.26%
% of All Funds
3.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
39
Increased
96
Reduced
63
Closed
16
Calls
$786K
Puts
$887K
Net Calls
-$101K
Net Calls Change
+$1.01M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$68.3M
2
American Century Companies
2
American Century Companies
Missouri
$66.1M
3
QC
3
Quadrature Capital
United Kingdom
$27.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$99.5M
5
Millennium Management
5
Millennium Management
New York
$9.01M

Top Sellers

1
DCP
1
Durable Capital Partners
Maryland
$514M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$444M
3
Ameriprise
3
Ameriprise
Minnesota
$27.4M
4
FAM
4
Fred Alger Management
New York
$202M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$46.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
226
Pacifica Partners
Canada
$6.2K 40 – –
AF
227
Allworth Financial
California
$5.39K 35 -24 -41%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$4K 26 – –
BWM
229
Baystate Wealth Management
Massachusetts
$3.7K 24 – –
QCG
230
Quadrant Capital Group
Ohio
$2.93K 19 – –
IA
231
IFP Advisors
Florida
$2.45K 16 – –
JWA
232
JFS Wealth Advisors
Pennsylvania
$2.31K 15 +2 +15%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$1.7K 11 +11 New
LFG
234
Larson Financial Group
Missouri
$1.08K 7 – –
BIA
235
Bell Investment Advisors
California
$463 3 +3 New
TWD
236
True Wealth Design
Ohio
$155 1 – –
PIC
237
PCJ Investment Counsel
Ontario, Canada
– – -5,000 Closed
DA
238
Duality Advisers
Florida
– – -2,845 Closed
CS
239
Candriam SCA
Luxembourg
– – -2,415 Closed
DP
240
Dearborn Partners
Illinois
– – -2,170 Closed
VF
241
Virtu Financial
New York
– – -1,612 Closed
SW
242
SVB Wealth
Massachusetts
– – -1,565 Closed
Acadian Asset Management
243
Acadian Asset Management
Massachusetts
– – -1,300 Closed
DZ Bank
244
DZ Bank
Germany
– – -871 Closed
SOW
245
State of Wyoming
Wyoming
– – -455 Closed
Simplex Trading
246
Simplex Trading
Illinois
– – -277 Closed
FGAM
247
Financial Gravity Asset Management
Texas
– – -141 Closed
CFB
248
Cullen/Frost Bankers
Texas
– – -84 Closed
MCM
249
Manchester Capital Management
Vermont
– – -19 Closed
Optiver Holding
250
Optiver Holding
Netherlands
– – -13 Closed
7 8 9
10
11