We are live on ! Find out more
FSV icon

FirstService

196 hedge funds and large institutions have $3.8B invested in FirstService in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 66

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

3.11% more ownership

Funds ownership: 71.35%74.46% (+3.1%)

1% more funds holding

Funds holding: 194196 (+2)

2% more capital invested

Capital invested by funds: $3.73B → $3.8B (+$68.7M)

27% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $2.38M

Holders
196
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
3.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
18
Increased
77
Reduced
66
Closed
16
Calls
$1.74M
Puts
$2.38M
Net Calls
-$643K
Net Calls Change
+$5.61M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
26
TD Asset Management
Ontario, Canada
$25.4M +$1.41M +11,052 +5%
BFM
27
Boston Financial Management
Massachusetts
$25M -$256K -2,004 -0.9%
Capital World Investors
28
Capital World Investors
California
$23.8M
OCAM
29
Onex Canada Asset Management
Ontario, Canada
$22.9M +$88.6K +694 +0.4%
Swiss National Bank
30
Swiss National Bank
Switzerland
$21.4M +$217K +1,700 +1%
LCM
31
Lionstone Capital Management
New York
$21.1M
TPM
32
Triasima Portfolio Management
Quebec, Canada
$21.1M +$6.58M +51,535 +41%
Bank of America
33
Bank of America
North Carolina
$20M -$1.07M -8,359 -5%
Legal & General Group
34
Legal & General Group
United Kingdom
$19.9M +$376K +2,942 +2%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$18.6M +$1.21M +9,474 +6%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$17.4M +$426K +3,332 +2%
AC
37
AltraVue Capital
Washington
$15.3M -$759K -5,940 -4%
JP Morgan Chase
38
JP Morgan Chase
New York
$15M -$808K -6,329 -5%
Invesco
39
Invesco
Georgia
$14.3M -$224K -1,756 -1%
JSA
40
Jacobson & Schmitt Advisors
Wisconsin
$13M +$2.84M +22,225 +25%
WCA
41
Waratah Capital Advisors
Ontario, Canada
$12.8M -$16.2M -126,929 -54%
Comerica Bank
42
Comerica Bank
Texas
$12M +$104K +812 +0.9%
QC
43
Quadrature Capital
United Kingdom
$12M -$11.9M -92,800 -48%
RJA
44
Raymond James & Associates
Florida
$12M +$1.16M +9,054 +10%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$11.9M -$1.67M -13,080 -12%
CVA
46
Ceredex Value Advisors
Florida
$11.6M -$229K -1,794 -2%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$11.6M +$12.4M +97,115 New
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$11.3M +$439K +3,437 +4%
EAM
49
Eagle Asset Management
Florida
$10.9M -$113K -887 -1%
FAM
50
Fenimore Asset Management
New York
$10.7M +$259K +2,030 +2%