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FirstService
FSV

Overview Fund Activity

272 hedge funds and large institutions have $5.16B invested in FirstService in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
30
Increased
105
Reduced
98
Closed
21
Calls
$365K
Puts
$365K
Net Calls
–
Net Calls Change
+$4.36M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$171M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$424M
3
Invesco
Invesco
Georgia
$37.2M
4
DCP
Durable Capital Partners
Maryland
$503M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$148M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$315M
2
Morgan Stanley
Morgan Stanley
New York
$71.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$313M
4
Goldman Sachs
Goldman Sachs
New York
$32.5M
5
FAM
Fred Alger Management
New York
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$111K +$11.3K +68 +11%
GIS
227
Grayhawk Investment Strategies
Alberta, Canada
$93.3K – – –
SNB
228
Security National Bank
Nebraska
$91.7K – – –
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$87.2K +$8.29K +50 +11%
Lazard Asset Management
230
Lazard Asset Management
New York
$86K -$39.4K -240 -31%
FMP
231
Financial Management Professionals
Texas
$77K +$165 +1 +0.2%
SWM
232
Spire Wealth Management
Virginia
$75.8K +$35.5K +214 +88%
GIA
233
GHP Investment Advisors
Colorado
$69.2K +$166 +1 +0.2%
SGA
234
Seaport Global Advisors
Massachusetts
$63.4K – – –
GIBU
235
Gulf International Bank (UK)
United Kingdom
$60K +$12.3K +75 +26%
FHA
236
First Horizon Advisors
Tennessee
$57.5K -$1.99K -12 -3%
TC
237
Tacita Capital
Ontario, Canada
$48K – – –
BFEC
238
Benjamin F. Edwards & Company
Missouri
$46K +$6.29K +38 +16%
BEI
239
Benjamin Edwards Inc
Missouri
$43K -$992 -6 -2%
SOW
240
State of Wyoming
Wyoming
$41.6K +$41.6K +251 New
ACM
241
Accent Capital Management
Ohio
$40.7K – – –
HI
242
Harbour Investments
Wisconsin
$37.7K +$3.31K +20 +10%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$36.1K +$36.1K +219 New
GRP
244
Global Retirement Partners
California
$33.5K -$9.12K -55 -21%
WT
245
Whittier Trust
California
$19.1K – – –
EWA
246
EverSource Wealth Advisors
Alabama
$18.5K +$3.23K +22 +21%
TFIPS
247
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.6K – – –
AF
248
Advisornet Financial
Minnesota
$13.4K +$1.16K +7 +9%
VAG
249
VisionPoint Advisory Group
Texas
$11.6K +$4.64K +28 +67%
QCG
250
Quadrant Capital Group
Ohio
$9.12K – – –
8 9
10
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