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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 %
FGC
301
Financial Gravity Companies
Texas
$1.45K 8 +8 New
WA
302
WPG Advisers
Maryland
$905 5 +5 New
NS
303
NBC Securities
Alabama
$620 3 -3,524 -100%
TWD
304
True Wealth Design
Ohio
$544 3 – –
BTI
305
Blue Trust Inc
Georgia
$362 2 -280 -99%
LC
306
Lindbrook Capital
California
$362 2 -2 -50%
MAS
307
MPWM Advisory Solutions
Georgia
$362 2 +2 New
Citadel Advisors
308
Citadel Advisors
Florida
– – -29,001 Closed
QC
309
Quadrature Capital
United Kingdom
– – -27,100 Closed
Point72 Asset Management
310
Point72 Asset Management
Connecticut
– – -15,100 Closed
Axa
311
Axa
France
– – -5,849 Closed
PCIA
312
Prime Capital Investment Advisors
Kansas
– – -4,819 Closed
EGM
313
Engineers Gate Manager
New York
– – -3,267 Closed
CAM
314
Cresset Asset Management
Illinois
– – -2,970 Closed
FTDI
315
First Trust Direct Indexing
Massachusetts
– – -2,930 Closed
GC
316
Guggenheim Capital
Illinois
– – -2,700 Closed
DTL
317
Dynamic Technology Lab
Singapore
– – -1,875 Closed
VA
318
Vident Advisory
Georgia
– – -1,172 Closed
SIA
319
Schechter Investment Advisors
Michigan
– – -1,163 Closed
QWP
320
Quotient Wealth Partners
Texas
– – -1,116 Closed
ATS
321
Ashton Thomas Securities
New York
– – -72 Closed
GSEP
322
Golden State Equity Partners
California
– – -30 Closed
FNWA
323
Financial Network Wealth Advisors
Utah
– – -25 Closed
CFGS
324
Concourse Financial Group Securities
Alabama
– – – –
GCM
325
Genus Capital Management
British Columbia, Canada
– – – –
10 11 12
13
14