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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 %
QCG
251
Quadrant Capital Group
Ohio
$8.38K 55 – –
CIAS
252
CBIZ Investment Advisory Services
Ohio
$8.24K 54 +54 New
BLC
253
Brown, Lisle/Cummings
Rhode Island
$7.62K 50 – –
HIM
254
Hillsdale Investment Management
Ontario, Canada
$7.61K 50 -49,714 -100%
CA
255
Centerpoint Advisors
Massachusetts
$6K 41 +41 New
IHWM
256
Iron Horse Wealth Management
Iowa
$5.64K 37 – –
ATPW
257
Ashton Thomas Private Wealth
Arizona
$5.49K 36 +36 New
PS
258
Principal Securities
Iowa
$4.11K 27 +24 +800%
FNWA
259
Financial Network Wealth Advisors
Utah
$3.81K 25 +25 New
NA
260
NewEdge Advisors
Louisiana
$3.2K 21 – –
CPG
261
Cornerstone Planning Group
New Jersey
$3.2K 19 +14 +280%
IA
262
IFP Advisors
Florida
$3.18K 21 +5 +31%
MG
263
Mather Group
Illinois
$2.16K 13 – –
JWA
264
JFS Wealth Advisors
Pennsylvania
$2.13K 14 – –
CA
265
Continuum Advisory
Idaho
$1.52K 10 -3 -23%
BIA
266
Bell Investment Advisors
California
$1.52K 10 -1 -9%
N
267
Natixis
France
$1.52K 10 +10 New
AssetMark Inc
268
AssetMark Inc
California
$1.22K 8 +8 New
Optiver Holding
269
Optiver Holding
Netherlands
$1.07K 7 -6 -46%
TWD
270
True Wealth Design
Ohio
$458 3 +1 +50%
TRCT
271
Tower Research Capital (TRC)
New York
$457 3 -2,438 -100%
Sumitomo Mitsui Trust Group
272
Sumitomo Mitsui Trust Group
Japan
– – -81,663 Closed
GCM
273
Genus Capital Management
British Columbia, Canada
– – -16,108 Closed
KWM
274
Keebeck Wealth Management
Illinois
– – -11,622 Closed
Two Sigma Advisers
275
Two Sigma Advisers
New York
– – -11,308 Closed
9 10
11
12 13