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FirstService

310 hedge funds and large institutions have $5.53B invested in FirstService in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

9% more funds holding

Funds holding: 285310 (+25)

6% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 104

2% less capital invested

Capital invested by funds: $5.65B → $5.53B (-$114M)

1.96% less ownership

Funds ownership: 69.59%67.64% (-2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
310
Holders Change
+25
Holders Change %
+8.77%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
45
Increased
110
Reduced
104
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
251
Natixis
France
$91.4K +$92.7K +496 +5,511%
CA
252
Clearstead Advisors
Ohio
$84.7K -$45.1K -241 -34%
FMP
253
Financial Management Professionals
Texas
$83.6K -$748 -4 -0.9%
GIA
254
GHP Investment Advisors
Colorado
$75.9K
GIS
255
Grayhawk Investment Strategies
Alberta, Canada
$75.3K +$77.8K +416 New
VWM
256
Venturi Wealth Management
Texas
$69.7K +$4.11K +22 +6%
SWM
257
Spire Wealth Management
Virginia
$64.6K
ACM
258
Accent Capital Management
Ohio
$57.8K
WSFS
259
Wilmington Savings Fund Society
Delaware
$52.7K
TC
260
Tacita Capital
Ontario, Canada
$52.4K
CH
261
Cromwell Holdings
Wyoming
$47.8K
GRP
262
Global Retirement Partners
California
$47.4K +$1.31K +7 +3%
TCOV
263
Trust Company of Vermont
Vermont
$46.2K +$47.7K +255 New
RCM
264
Ravenstone Capital Management
$45.2K +$46.7K +250 New
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$38.9K
HI
266
Harbour Investments
Wisconsin
$37.6K
TFIPS
267
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.2K
CWP
268
Clark Wealth Partners
Illinois
$34.4K +$35.5K +190 New
AAP
269
Arax Advisory Partners
Colorado
$33.5K +$1.87K +10 +6%
VCM
270
Versant Capital Management
Arizona
$28.8K +$29.7K +159 New
CIAS
271
CBIZ Investment Advisory Services
Ohio
$24.7K +$7.1K +38 +39%
PS
272
Principal Securities
Iowa
$22.8K +$3.74K +20 +19%
WT
273
Whittier Trust
California
$20.8K
GIBU
274
Gulf International Bank (UK)
United Kingdom
$18K
CA
275
Centerpoint Advisors
Massachusetts
$14K