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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 %
BLC
276
Brown, Lisle/Cummings
Rhode Island
$9.05K 50 – –
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$8.87K 49 +49 New
MG
278
Mather Group
Illinois
$8.69K 48 +35 +269%
EWA
279
EverSource Wealth Advisors
Alabama
$8.33K 46 +14 +44%
SO
280
Sierra Ocean
California
$7.97K 44 +44 New
AF
281
Allworth Financial
California
$7.24K 39 -133 -77%
IHWM
282
Iron Horse Wealth Management
Iowa
$6.7K 37 – –
AF
283
Advisornet Financial
Minnesota
$6.34K 35 -17 -33%
GM
284
GeoWealth Management
Illinois
$5.97K 33 -2 -6%
TRCT
285
Tower Research Capital (TRC)
New York
$5.07K 28 -448 -94%
GWM
286
Geneos Wealth Management
Colorado
$4.89K 27 +5 +23%
BIG
287
Brooklyn Investment Group
New York
$4.16K 23 +23 New
NA
288
NewEdge Advisors
Louisiana
$3.81K 21 – –
IA
289
IFP Advisors
Florida
$3.78K 21 – –
SCM
290
Sterling Capital Management
North Carolina
$3.62K 20 -1,463 -99%
Jones Financial Companies
291
Jones Financial Companies
Missouri
$3.62K 20 +1 +5%
CPG
292
Cornerstone Planning Group
New Jersey
$3.53K 19 – –
AssetMark Inc
293
AssetMark Inc
California
$2.9K 16 +8 +100%
JWA
294
JFS Wealth Advisors
Pennsylvania
$2.54K 14 – –
NFSG
295
Newbridge Financial Services Group
Florida
$2.53K 14 +14 New
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$2.17K 12 – –
BIA
297
Bell Investment Advisors
California
$1.81K 10 – –
PWA
298
Physician Wealth Advisors
Utah
$1.81K 10 +10 New
CA
299
Continuum Advisory
Idaho
$1.63K 9 -1 -10%
TPCW
300
TD Private Client Wealth
New York
$1.63K 9 +2 +29%
10 11
12
13 14