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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 %
AAP
251
Arax Advisory Partners
Colorado
$8.96K – – –
BLC
252
Brown, Lisle/Cummings
Rhode Island
$8.29K – – –
ACM
253
Anfield Capital Management
California
$7.46K +$7.46K +45 New
AF
254
Allworth Financial
California
$6.96K – – –
IHWM
255
Iron Horse Wealth Management
Iowa
$6.14K -$9.29K -56 -60%
Credit Agricole
256
Credit Agricole
France
$4.18K +$4.18K +28 New
NA
257
NewEdge Advisors
Louisiana
$3.48K -$5.47K -33 -61%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$3.48K -$2.32K -14 -40%
MSC
259
MUFG Securities (Canada)
New York
$3.48K +$3.48K +21 New
IA
260
IFP Advisors
Florida
$2.64K – – –
JWA
261
JFS Wealth Advisors
Pennsylvania
$2.32K – – –
LC
262
Lindbrook Capital
California
$2.32K – – –
Optiver Holding
263
Optiver Holding
Netherlands
$2.16K +$2.16K +13 New
MG
264
Mather Group
Illinois
$2.11K +$2.11K +13 New
CA
265
Continuum Advisory
Idaho
$1.97K +$1.97K +13 New
BIA
266
Bell Investment Advisors
California
$1.82K – – –
CPG
267
Cornerstone Planning Group
New Jersey
$748 +$748 +5 New
BTI
268
Blue Trust Inc
Georgia
$497 -$2.49K -15 -83%
PS
269
Principal Securities
Iowa
$497 – – –
TWD
270
True Wealth Design
Ohio
$332 +$166 +1 +100%
ACM
271
Aubrey Capital Management
United Kingdom
– -$3.13M -19,300 Closed
MSV
272
MN Services Vermogensbeheer
Netherlands
– -$3.14M -19,300 Closed
A
273
AJOVista
Massachusetts
– -$1.6M -9,900 Closed
HS
274
HighVista Strategies
Massachusetts
– -$1.05M -6,500 Closed
ACM
275
Aquatic Capital Management
Illinois
– -$827K -5,100 Closed
8 9 10
11
12