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FirstService
FSV

Overview Fund Activity

237 hedge funds and large institutions have $4.57B invested in FirstService in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.78%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
23
Increased
95
Reduced
80
Closed
20
Calls
$393K
Puts
$15K
Net Calls
+$378K
Net Calls Change
+$479K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$122M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$335M
3
OAG
Orbis Allan Gray
Bermuda
$18.3M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$51.3M
5
QC
Quadrature Capital
United Kingdom
$34.2M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$350M
2
DCP
Durable Capital Partners
Maryland
$438M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$361M
4
Ameriprise
Ameriprise
Minnesota
$8.94M
5
FAM
Fred Alger Management
New York
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
BLC
226
Brown, Lisle/Cummings
Rhode Island
$7.28K – – –
AAP
227
Arax Advisory Partners
Colorado
$7.13K +$1.02K +7 +17%
AF
228
Allworth Financial
California
$7.13K +$2.04K +14 +40%
PP
229
Pacifica Partners
Canada
$5.7K – – –
QCG
230
Quadrant Capital Group
Ohio
$2.77K – – –
IA
231
IFP Advisors
Florida
$2.31K – – –
JWA
232
JFS Wealth Advisors
Pennsylvania
$2.04K -$146 -1 -7%
Barclays
233
Barclays
United Kingdom
$2K -$5.2K -39 -72%
LFG
234
Larson Financial Group
Missouri
$1.02K – – –
LC
235
Lindbrook Capital
California
$873 +$873 +6 New
BIA
236
Bell Investment Advisors
California
$728 +$291 +2 +67%
TWD
237
True Wealth Design
Ohio
$146 – – –
CVA
238
Ceredex Value Advisors
Florida
– -$11.6M -74,902 Closed
Deutsche Bank
239
Deutsche Bank
Germany
– -$10.3M -66,841 Closed
IIM
240
Intact Investment Management
Quebec, Canada
– -$4.27M -27,748 Closed
AAF
241
Andra AP-fonden
Sweden
– -$4.86M -23,800 Closed
ACM
242
Advisors Capital Management
New Jersey
– -$2.18M -14,165 Closed
CPCM
243
Cardinal Point Capital Management
Ontario, Canada
– -$2.04M -13,236 Closed
BRC
244
Bishop Rock Capital
New York
– -$1.99M -12,927 Closed
FA
245
FDx Advisors
Illinois
– -$1.45M -9,404 Closed
CAM
246
Claret Asset Management
Quebec, Canada
– -$713K -4,626 Closed
HS
247
HighVista Strategies
Massachusetts
– -$692K -4,491 Closed
Capstone Investment Advisors
248
Capstone Investment Advisors
New York
– -$532K -3,452 Closed
PTC
249
Petrus Trust Company
Texas
– -$527K -3,423 Closed
YIH
250
Y-Intercept (HK)
Hong Kong
– -$398K -2,582 Closed
7 8 9
10
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