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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
PWA
301
Physician Wealth Advisors
Utah
$1.81K +$1.87K +10 New
CA
302
Continuum Advisory
Idaho
$1.63K -$187 -1 -10%
TPCW
303
TD Private Client Wealth
New York
$1.63K +$374 +2 +29%
FGC
304
Financial Gravity Companies
Texas
$1.45K +$1.5K +8 New
WA
305
WPG Advisers
Maryland
$905 +$935 +5 New
NS
306
NBC Securities
Alabama
$620 -$659K -3,524 -100%
TWD
307
True Wealth Design
Ohio
$544
BTI
308
Blue Trust Inc
Georgia
$362 -$52.3K -280 -99%
LC
309
Lindbrook Capital
California
$362 -$374 -2 -50%
MAS
310
MPWM Advisory Solutions
Georgia
$362 +$374 +2 New
Citadel Advisors
311
Citadel Advisors
Florida
-$5.29M -29,001 Closed
QC
312
Quadrature Capital
United Kingdom
-$4.96M -27,100 Closed
Point72 Asset Management
313
Point72 Asset Management
Connecticut
-$2.76M -15,100 Closed
Axa
314
Axa
France
-$1.07M -5,849 Closed
PCIA
315
Prime Capital Investment Advisors
Kansas
-$879K -4,819 Closed
EGM
316
Engineers Gate Manager
New York
-$596K -3,267 Closed
CAM
317
Cresset Asset Management
Illinois
-$543K -2,970 Closed
FTDI
318
First Trust Direct Indexing
Massachusetts
-$535K -2,930 Closed
GC
319
Guggenheim Capital
Illinois
-$667K -2,700 Closed
DTL
320
Dynamic Technology Lab
Singapore
-$342K -1,875 Closed
VA
321
Vident Advisory
Georgia
-$214K -1,172 Closed
SIA
322
Schechter Investment Advisors
Michigan
-$212K -1,163 Closed
QWP
323
Quotient Wealth Partners
Texas
-$204K -1,116 Closed
ATS
324
Ashton Thomas Securities
New York
-$13.1K -72 Closed
GSEP
325
Golden State Equity Partners
California
-$5.47K -30 Closed