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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
QCG
276
Quadrant Capital Group
Ohio
$12.7K
TH
277
TCTC Holdings
Texas
$12.1K +$12.5K +67 New
HNB
278
Huntington National Bank
Ohio
$9.96K +$10.3K +55 New
BLC
279
Brown, Lisle/Cummings
Rhode Island
$9.05K
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$8.87K +$9.16K +49 New
MG
281
Mather Group
Illinois
$8.69K +$6.54K +35 +269%
EWA
282
EverSource Wealth Advisors
Alabama
$8.33K +$2.62K +14 +44%
SO
283
Sierra Ocean
California
$7.96K +$8.23K +44 New
AF
284
Allworth Financial
California
$7.24K -$24.9K -133 -77%
IHWM
285
Iron Horse Wealth Management
Iowa
$6.7K
AF
286
Advisornet Financial
Minnesota
$6.34K -$3.18K -17 -33%
GM
287
GeoWealth Management
Illinois
$5.97K -$374 -2 -6%
TRCT
288
Tower Research Capital (TRC)
New York
$5.07K -$83.8K -448 -94%
GWM
289
Geneos Wealth Management
Colorado
$4.89K +$935 +5 +23%
BIG
290
Brooklyn Investment Group
New York
$4.16K +$4.3K +23 New
NA
291
NewEdge Advisors
Louisiana
$3.81K
IA
292
IFP Advisors
Florida
$3.78K
SCM
293
Sterling Capital Management
North Carolina
$3.62K -$274K -1,463 -99%
Jones Financial Companies
294
Jones Financial Companies
Missouri
$3.62K +$187 +1 +5%
CPG
295
Cornerstone Planning Group
New Jersey
$3.53K
AssetMark Inc
296
AssetMark Inc
California
$2.9K +$1.5K +8 +100%
JWA
297
JFS Wealth Advisors
Pennsylvania
$2.54K
NFSG
298
Newbridge Financial Services Group
Florida
$2.53K +$2.62K +14 New
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$2.17K
BIA
300
Bell Investment Advisors
California
$1.81K