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FirstService

310 hedge funds and large institutions have $5.53B invested in FirstService in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

9% more funds holding

Funds holding: 285310 (+25)

6% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 104

2% less capital invested

Capital invested by funds: $5.65B → $5.53B (-$114M)

1.96% less ownership

Funds ownership: 69.59%67.64% (-2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
310
Holders Change
+25
Holders Change %
+8.77%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
45
Increased
110
Reduced
104
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
226
Dearborn Partners
Illinois
$277K -$18.5K -99 -6%
MIM
227
Marco Investment Management
Georgia
$273K
MML Investors Services
228
MML Investors Services
Massachusetts
$272K +$12.7K +68 +5%
ECM
229
Evergreen Capital Management
Washington
$255K +$17.6K +94 +7%
Assenagon Asset Management
230
Assenagon Asset Management
Luxembourg
$253K -$38.1K -204 -13%
S
231
SignatureFD
Georgia
$247K +$17.8K +95 +7%
US Bancorp
232
US Bancorp
Minnesota
$242K +$10.5K +56 +4%
PA
233
Parallel Advisors
California
$236K +$17.6K +94 +8%
CAM
234
Congress Asset Management
Massachusetts
$232K +$240K +1,284 New
CWM
235
Congress Wealth Management
Massachusetts
$232K -$37.8K -202 -14%
MGP
236
Metis Global Partners
California
$225K
PAG
237
Private Advisor Group
New Jersey
$224K +$5.42K +29 +2%
CAWM
238
Capital A Wealth Management
Pennsylvania
$218K +$225K +1,203 New
HR
239
Hardy Reed
Mississippi
$215K
ARMT
240
Amica Retiree Medical Trust
Rhode Island
$211K
Two Sigma Advisers
241
Two Sigma Advisers
New York
$201K +$207K +1,108 New
GWM
242
Gitterman Wealth Management
New Jersey
$201K +$207K +1,107 New
Credit Agricole
243
Credit Agricole
France
$196K -$14.2K -76 -7%
HNB
244
Hilltop National Bank
Wyoming
$191K -$13.3K -71 -6%
SAM
245
Smartleaf Asset Management
Massachusetts
$178K +$9.35K +50 +5%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$113K -$15.3K -82 -12%
SOW
247
State of Wyoming
Wyoming
$101K +$105K +559 New
SNB
248
Security National Bank
Nebraska
$100K
FHA
249
First Horizon Advisors
Tennessee
$100K +$2.8K +15 +3%
Osaic Holdings
250
Osaic Holdings
Arizona
$95.9K -$92.5K -495 -48%