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FirstService
FSV

Overview Fund Activity

319 hedge funds and large institutions have $5.37B invested in FirstService in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
42
Increased
121
Reduced
108
Closed
27
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
+$165K

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$129M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$56M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$43.4M
4
Deutsche Bank
Deutsche Bank
Germany
+$22.9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$22M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$68.6M
2
American Century Companies
American Century Companies
Missouri
-$49.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$37.3M
4
DCP
Durable Capital Partners
Maryland
-$33.7M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
251
Assenagon Asset Management
Luxembourg
$201K -$20.7K -119 -9%
PA
252
Parallel Advisors
California
$199K -$2.79K -16 -1%
US Bancorp
253
US Bancorp
Minnesota
$186K -$63.6K -364 -25%
SAM
254
Smartleaf Asset Management
Massachusetts
$163K -$7.09K -41 -4%
VLKIM
255
Van Lanschot Kempen Investment Management
Netherlands
$158K -$18.5K -106 -11%
ARMT
256
Amica Retiree Medical Trust
Rhode Island
$140K – – –
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$121K -$12.9K -74 -10%
DZ Bank
258
DZ Bank
Germany
$105K +$105K +602 New
FHA
259
First Horizon Advisors
Tennessee
$99.2K +$2.62K +15 +3%
SNB
260
Security National Bank
Nebraska
$96.6K – – –
PD
261
Point72 (DIFC)
United Arab Emirates
$87.2K +$87.2K +500 New
TC
262
Tacita Capital
Ontario, Canada
$82K +$31.4K +180 +62%
AAP
263
Arax Advisory Partners
Colorado
$79K -$30.6K -144 -28%
GIA
264
GHP Investment Advisors
Colorado
$73.4K – – –
NS
265
NBC Securities
Alabama
$72K -$489K -2,828 -87%
CA
266
Clearstead Advisors
Ohio
$67.2K -$8.38K -48 -11%
EWA
267
EverSource Wealth Advisors
Alabama
$63.7K +$51K +292 +400%
N
268
Natixis
France
$56.9K -$42.4K -243 -43%
ACM
269
Accent Capital Management
Ohio
$55.8K – – –
WSFS
270
Wilmington Savings Fund Society
Delaware
$50.8K – – –
CH
271
Cromwell Holdings
Wyoming
$48.3K – – –
GRP
272
Global Retirement Partners
California
$47.5K +$47.5K +272 New
TCOV
273
Trust Company of Vermont
Vermont
$44.5K – – –
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$41.4K +$3.14K +18 +8%
SO
275
STRS Ohio
Ohio
$39.5K -$174 -1 -0.4%
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