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FirstService
FSV

Overview Fund Activity

271 hedge funds and large institutions have $4.73B invested in FirstService in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 28 closing their positions.

Holders
271
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
116
Reduced
82
Closed
28
Calls
$198K
Puts
$381K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$539M
2
CCM
2
Copeland Capital Management
Pennsylvania
$36.9M
3
GCM
3
Geneva Capital Management
Wisconsin
$36.5M
4
Millennium Management
4
Millennium Management
New York
$31.9M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$415M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$184M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$242M
3
FAM
3
Fred Alger Management
New York
$115M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$46.4M
5
APG Asset Management
5
APG Asset Management
Netherlands
$33.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SNB
226
Security National Bank
Nebraska
$84.3K 553 – –
Point72 Asset Management
227
Point72 Asset Management
Connecticut
$76.2K 500 -700 -58%
FHA
228
First Horizon Advisors
Tennessee
$74.4K 488 +141 +41%
FMP
229
Financial Management Professionals
Texas
$71K 466 -1 -0.2%
GIA
230
GHP Investment Advisors
Colorado
$63.7K 418 – –
BFEC
231
Benjamin F. Edwards & Company
Missouri
$63K 416 +138 +50%
Osaic Holdings
232
Osaic Holdings
Arizona
$55.3K 362 -844 -70%
GIBU
233
Gulf International Bank (UK)
United Kingdom
$55K 365 – –
SWM
234
Spire Wealth Management
Virginia
$54.4K 357 -100 -22%
BEI
235
Benjamin Edwards Inc
Missouri
$53K 351 +91 +35%
ACM
236
Accent Capital Management
Ohio
$48.6K 319 +74 +30%
TC
237
Tacita Capital
Ontario, Canada
$44.1K 290 – –
BTI
238
Blue Trust Inc
Georgia
$40.6K 245 +242 +8,067%
CH
239
Cromwell Holdings
Wyoming
$37.5K 246 +246 New
GRP
240
Global Retirement Partners
California
$35.4K 232 +30 +15%
HI
241
Harbour Investments
Wisconsin
$34.7K 228 – –
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$33.7K 219 – –
AF
243
Allworth Financial
California
$26.6K 162 +120 +286%
AAP
244
Arax Advisory Partners
Colorado
$24.1K 158 +104 +193%
WT
245
Whittier Trust
California
$17.5K 115 – –
TFIPS
246
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.2K 100 – –
VAG
247
VisionPoint Advisory Group
Texas
$15.1K 99 +29 +41%
EWA
248
EverSource Wealth Advisors
Alabama
$12.7K 73 -53 -42%
AF
249
Advisornet Financial
Minnesota
$12.3K 81 – –
OWA
250
Opal Wealth Advisors
New York
$11.7K 77 +77 New
8 9
10
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