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FirstService
FSV

Overview Fund Activity

307 hedge funds and large institutions have $5.53B invested in FirstService in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 110 increasing their positions, 103 reducing their positions, and 16 closing their positions.

Holders
307
Holders Change
+23
Holders Change %
+8.1%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
110
Reduced
103
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$216M
2
Norges Bank
2
Norges Bank
Norway
$98.6M
3
Raymond James Financial
3
Raymond James Financial
Florida
$48.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$119M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$83.1M

Top Sellers

1
DCP
1
Durable Capital Partners
Maryland
$466M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$28.3M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$146M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$36M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
251
Clearstead Advisors
Ohio
$84.7K 468 -241 -34%
FMP
252
Financial Management Professionals
Texas
$83.6K 462 -4 -0.9%
GIA
253
GHP Investment Advisors
Colorado
$75.9K 419 – –
GIS
254
Grayhawk Investment Strategies
Alberta, Canada
$75.3K 416 +416 New
VWM
255
Venturi Wealth Management
Texas
$69.7K 385 +22 +6%
SWM
256
Spire Wealth Management
Virginia
$64.6K 357 – –
ACM
257
Accent Capital Management
Ohio
$57.8K 319 – –
WSFS
258
Wilmington Savings Fund Society
Delaware
$52.7K 291 – –
TC
259
Tacita Capital
Ontario, Canada
$52.4K 290 – –
CH
260
Cromwell Holdings
Wyoming
$47.8K 264 – –
GRP
261
Global Retirement Partners
California
$47.4K 262 +7 +3%
TCOV
262
Trust Company of Vermont
Vermont
$46.2K 255 +255 New
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$38.9K 219 – –
HI
264
Harbour Investments
Wisconsin
$37.6K 208 – –
TFIPS
265
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.2K 200 – –
AAP
266
Arax Advisory Partners
Colorado
$33.5K 185 +10 +6%
VCM
267
Versant Capital Management
Arizona
$28.8K 159 +159 New
CIAS
268
CBIZ Investment Advisory Services
Ohio
$24.7K 136 +38 +39%
PS
269
Principal Securities
Iowa
$22.8K 126 +20 +19%
WT
270
Whittier Trust
California
$20.8K 115 – –
GIBU
271
Gulf International Bank (UK)
United Kingdom
$18K 100 – –
CA
272
Centerpoint Advisors
Massachusetts
$14K 80 – –
QCG
273
Quadrant Capital Group
Ohio
$12.7K 70 – –
TH
274
TCTC Holdings
Texas
$12.1K 67 +67 New
HNB
275
Huntington National Bank
Ohio
$9.96K 55 +55 New
9 10
11
12 13