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FirstService
FSV

Overview Fund Activity

284 hedge funds and large institutions have $5.55B invested in FirstService in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 125 increasing their positions, 81 reducing their positions, and 21 closing their positions.

Holders
284
Holders Change
+13
Holders Change %
+4.8%
% of All Funds
4.11%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
35
Increased
125
Reduced
81
Closed
21
Calls
$1.02M
Puts
$774K
Net Calls
+$248K
Net Calls Change
+$431K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77.8M
2
Franklin Resources
2
Franklin Resources
California
$87.3M
3
OAG
3
Orbis Allan Gray
Bermuda
$88M
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
CCM
5
Copeland Capital Management
Pennsylvania
$64.5M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$387M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Millennium Management
3
Millennium Management
New York
$2.14M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$257M
Name Market Value Shares Shares
Change 		Shares
Change %
HR
226
Hardy Reed
Mississippi
$217K 1,190 +1,190 New
VA
227
Vident Advisory
Georgia
$214K 1,172 +1,172 New
ARMT
228
Amica Retiree Medical Trust
Rhode Island
$213K 1,165 +1,165 New
SIA
229
Schechter Investment Advisors
Michigan
$212K 1,163 +1,163 New
Credit Agricole
230
Credit Agricole
France
$211K 1,158 +20 +2%
HNB
231
Hilltop National Bank
Wyoming
$206K 1,127 -70 -6%
QWP
232
Quotient Wealth Partners
Texas
$204K 1,116 -621 -36%
Osaic Holdings
233
Osaic Holdings
Arizona
$187K 1,023 +661 +183%
SAM
234
Smartleaf Asset Management
Massachusetts
$168K 933 +125 +15%
CA
235
Clearstead Advisors
Ohio
$129K 709 -135 -16%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$129K 707 +73 +12%
SNB
237
Security National Bank
Nebraska
$101K 553 – –
FHA
238
First Horizon Advisors
Tennessee
$98.2K 538 +50 +10%
TRCT
239
Tower Research Capital (TRC)
New York
$86.9K 476 +473 +15,767%
FMP
240
Financial Management Professionals
Texas
$85K 466 – –
GIA
241
GHP Investment Advisors
Colorado
$76.4K 419 +1 +0.2%
VWM
242
Venturi Wealth Management
Texas
$66.2K 363 +363 New
SWM
243
Spire Wealth Management
Virginia
$65.1K 357 – –
ACM
244
Accent Capital Management
Ohio
$58.4K 319 – –
WSFS
245
Wilmington Savings Fund Society
Delaware
$53.1K 291 +291 New
TC
246
Tacita Capital
Ontario, Canada
$53.1K 290 – –
CH
247
Cromwell Holdings
Wyoming
$48.2K 264 +18 +7%
GRP
248
Global Retirement Partners
California
$46.5K 255 +23 +10%
BTI
249
Blue Trust Inc
Georgia
$43K 282 +37 +15%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$40K 219 – –
8 9
10
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