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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 %
HI
251
Harbour Investments
Wisconsin
$37.9K 208 -20 -9%
TFIPS
252
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.6K 200 +100 +100%
AAP
253
Arax Advisory Partners
Colorado
$31.9K 175 +17 +11%
AF
254
Allworth Financial
California
$31.4K 172 +10 +6%
WT
255
Whittier Trust
California
$21K 115 – –
PS
256
Principal Securities
Iowa
$19.3K 106 +79 +293%
GIBU
257
Gulf International Bank (UK)
United Kingdom
$18K 100 -265 -73%
CIAS
258
CBIZ Investment Advisory Services
Ohio
$17.9K 98 +44 +81%
CA
259
Centerpoint Advisors
Massachusetts
$15K 80 +39 +95%
ATS
260
Ashton Thomas Securities
New York
$13.1K 72 +72 New
QCG
261
Quadrant Capital Group
Ohio
$12.8K 70 +15 +27%
AF
262
Advisornet Financial
Minnesota
$9.49K 52 -29 -36%
HIM
263
Hillsdale Investment Management
Ontario, Canada
$9.14K 50 – –
BLC
264
Brown, Lisle/Cummings
Rhode Island
$9.12K 50 – –
IHWM
265
Iron Horse Wealth Management
Iowa
$6.75K 37 – –
GM
266
GeoWealth Management
Illinois
$6.39K 35 +35 New
EWA
267
EverSource Wealth Advisors
Alabama
$5.84K 32 -41 -56%
GSEP
268
Golden State Equity Partners
California
$5.47K 30 +30 New
FNWA
269
Financial Network Wealth Advisors
Utah
$4.56K 25 – –
GWM
270
Geneos Wealth Management
Colorado
$4.01K 22 +22 New
NA
271
NewEdge Advisors
Louisiana
$3.83K 21 – –
IA
272
IFP Advisors
Florida
$3.81K 21 – –
CPG
273
Cornerstone Planning Group
New Jersey
$3.63K 19 – –
Jones Financial Companies
274
Jones Financial Companies
Missouri
$3.43K 19 +19 New
JWA
275
JFS Wealth Advisors
Pennsylvania
$2.56K 14 – –
9 10
11
12 13