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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 %
MG
276
Mather Group
Illinois
$2.37K 13 – –
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$2.19K 12 +12 New
CA
278
Continuum Advisory
Idaho
$1.85K 10 – –
BIA
279
Bell Investment Advisors
California
$1.83K 10 – –
N
280
Natixis
France
$1.64K 9 -1 -10%
AssetMark Inc
281
AssetMark Inc
California
$1.46K 8 – –
TPCW
282
TD Private Client Wealth
New York
$1.28K 7 +7 New
LC
283
Lindbrook Capital
California
$730 4 +4 New
TWD
284
True Wealth Design
Ohio
$548 3 – –
Norges Bank
285
Norges Bank
Norway
– – -557,249 Closed
APG Asset Management
286
APG Asset Management
Netherlands
– – -235,305 Closed
SC
287
Scotia Capital
Ontario, Canada
– – -27,508 Closed
JAM
288
JCIC Asset Management
Ontario, Canada
– – -20,930 Closed
BCI
289
Brinker Capital Investments
Pennsylvania
– – -13,243 Closed
OPS
290
Orion Portfolio Solutions
Nebraska
– – -13,243 Closed
HS
291
HighVista Strategies
Massachusetts
– – -8,700 Closed
FFO
292
Fiduciary Family Office
Florida
– – -4,284 Closed
XT
293
XTX Topco
Cayman Islands
– – -3,581 Closed
TPM
294
Triasima Portfolio Management
Quebec, Canada
– – -2,949 Closed
Cetera Investment Advisers
295
Cetera Investment Advisers
Illinois
– – -2,853 Closed
NRD
296
Nebula Research & Development
New York
– – -2,807 Closed
KPWS
297
Kestra Private Wealth Services
Texas
– – -1,749 Closed
Lazard Asset Management
298
Lazard Asset Management
New York
– – -1,673 Closed
SA
299
Sanctuary Advisors
Indiana
– – -1,443 Closed
GIS
300
Grayhawk Investment Strategies
Alberta, Canada
– – -416 Closed
9 10 11
12
13