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FirstService
FSV

Overview Fund Activity

264 hedge funds and large institutions have $5.07B invested in FirstService in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 103 increasing their positions, 85 reducing their positions, and 13 closing their positions.

Holders
264
Holders Change
+27
Holders Change %
+11.39%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
41
Increased
103
Reduced
85
Closed
13
Calls
$227K
Puts
$4.58M
Net Calls
-$4.36M
Net Calls Change
-$4.73M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Goldman Sachs
2
Goldman Sachs
New York
$54.8M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$38.3M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$81.7M
5
Millennium Management
5
Millennium Management
New York
$16M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$347M
2
Franklin Resources
2
Franklin Resources
California
$2.98M
3
DCP
3
Durable Capital Partners
Maryland
$463M
4
FAM
4
Fred Alger Management
New York
$176M
5
UCFA
5
United Capital Financial Advisors
Texas
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
226
Tradition Wealth Management
Minnesota
$79K 488 – –
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$77.2K 476 – –
TRCT
228
Tower Research Capital (TRC)
New York
$76.5K 472 -468 -50%
FMP
229
Financial Management Professionals
Texas
$76K 466 -8 -2%
GIA
230
GHP Investment Advisors
Colorado
$67.6K 417 – –
UM
231
UniSuper Management
Australia
$64.4K 300 – –
SGA
232
Seaport Global Advisors
Massachusetts
$62.2K 383 – –
FHA
233
First Horizon Advisors
Tennessee
$58.2K 359 +48 +15%
TC
234
Tacita Capital
Ontario, Canada
$47.1K 290 – –
GIBU
235
Gulf International Bank (UK)
United Kingdom
$47K 290 -60 -17%
BEI
236
Benjamin Edwards Inc
Missouri
$43K 266 +3 +1%
GRP
237
Global Retirement Partners
California
$41.5K 257 -137 -35%
SWM
238
Spire Wealth Management
Virginia
$39.9K 243 +243 New
ACM
239
Accent Capital Management
Ohio
$39.7K 245 +245 New
BFEC
240
Benjamin F. Edwards & Company
Missouri
$39K 240 +240 New
HI
241
Harbour Investments
Wisconsin
$33.7K 208 +58 +39%
PI
242
PEAK6 Investments
Illinois
$31.8K 196 +196 New
WT
243
Whittier Trust
California
$18.6K 115 – –
EWA
244
EverSource Wealth Advisors
Alabama
$16.9K 104 -210 -67%
TFIPS
245
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.2K 100 +100 New
IHWM
246
Iron Horse Wealth Management
Iowa
$15.1K 93 – –
AF
247
Advisornet Financial
Minnesota
$12K 74 -50 -40%
QCG
248
Quadrant Capital Group
Ohio
$8.92K 55 +36 +189%
AAP
249
Arax Advisory Partners
Colorado
$8.75K 54 +5 +10%
NA
250
NewEdge Advisors
Louisiana
$8.75K 54 +54 New
8 9
10
11 12