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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 %
BLC
251
Brown, Lisle/Cummings
Rhode Island
$8.11K 50 – –
AF
252
Allworth Financial
California
$6.81K 42 -7 -14%
VAG
253
VisionPoint Advisory Group
Texas
$6.81K 42 +42 New
PP
254
Pacifica Partners
Canada
$6.39K 40 – –
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$5.67K 35 +35 New
TCWA
256
Turtle Creek Wealth Advisors
Texas
$3.08K 19 +19 New
BTI
257
Blue Trust Inc
Georgia
$3K 18 +18 New
IA
258
IFP Advisors
Florida
$2.58K 16 – –
JWA
259
JFS Wealth Advisors
Pennsylvania
$2.27K 14 – –
LC
260
Lindbrook Capital
California
$2.27K 14 +8 +133%
BIA
261
Bell Investment Advisors
California
$1.78K 11 +6 +120%
LFG
262
Larson Financial Group
Missouri
$1.14K 7 – –
PS
263
Principal Securities
Iowa
$486 3 +3 New
TWD
264
True Wealth Design
Ohio
$163 1 – –
State of Wisconsin Investment Board
265
State of Wisconsin Investment Board
Wisconsin
– – -39,792 Closed
NEI
266
Northwest & Ethical Investments
Ontario, Canada
– – -33,752 Closed
AWAG
267
ARS Wealth Advisors Group
Florida
– – -21,835 Closed
GCM
268
Genus Capital Management
British Columbia, Canada
– – -9,300 Closed
BCM
269
Barometer Capital Management
Ontario, Canada
– – -5,400 Closed
TI
270
Trexquant Investment
Connecticut
– – -1,916 Closed
Walleye Capital
271
Walleye Capital
New York
– – -1,863 Closed
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
– – -1,659 Closed
CMF
273
Counterpoint Mutual Funds
California
– – -584 Closed
ETC
274
Exchange Traded Concepts
Oklahoma
– – -392 Closed
SOW
275
State of Wyoming
Wyoming
– – -236 Closed
8 9 10
11
12