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FirstService
FSV

Overview Fund Activity

216 hedge funds and large institutions have $4.49B invested in FirstService in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 11 closing their positions.

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
3.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
30
Increased
83
Reduced
68
Closed
11
Calls
$1.33M
Puts
$2.43M
Net Calls
-$1.11M
Net Calls Change
+$117K

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$34.2M
2
American Century Companies
2
American Century Companies
Missouri
$38.7M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$281M
4
QC
4
Quadrature Capital
United Kingdom
$14.9M
5
CW
5
Connectus Wealth
Ohio
$17.3M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$472M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$32.6M
3
Invesco
3
Invesco
Georgia
$5.83M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$76.3M
5
DCP
5
Durable Capital Partners
Maryland
$552M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$35.5M 252,305 -4,872 -2%
BFS
27
Baskin Financial Services
Ontario, Canada
$35.1M 249,072 -1,539 -0.6%
UCFA
28
United Capital Financial Advisors
Texas
$34.3M 243,623 +10,979 +5%
Fidelity International
29
Fidelity International
Bermuda
$34.2M 242,373 +242,373 New
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$32.6M 231,611 -110,410 -32%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$31.7M 225,369 -2,026 -0.9%
LCM
32
Lionstone Capital Management
New York
$30.5M 216,200 – –
BFM
33
Boston Financial Management
Massachusetts
$28.9M 204,768 -1,709 -0.8%
TPM
34
Triasima Portfolio Management
Quebec, Canada
$24.5M 174,450 -2,150 -1%
OCAM
35
Onex Canada Asset Management
Ontario, Canada
$24.2M 172,095 -14,682 -8%
Bank of America
36
Bank of America
North Carolina
$23.2M 164,289 +9,817 +6%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$22.6M 161,018 +2,091 +1%
Swiss National Bank
38
Swiss National Bank
Switzerland
$22.5M 159,800 -7,900 -5%
Legal & General Group
39
Legal & General Group
United Kingdom
$22.4M 159,248 +1,398 +0.9%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$21.2M 150,629 -177 -0.1%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$20.4M 144,912 -784 -0.5%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$18.5M 131,045 +2,617 +2%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$18.4M 130,277 +2,277 +2%
AC
44
AltraVue Capital
Washington
$18.2M 128,835 – –
CW
45
Connectus Wealth
Ohio
$17.3M 122,669 +71,269 +139%
WCA
46
Waratah Capital Advisors
Ontario, Canada
$15.7M 111,486 +4,294 +4%
RJA
47
Raymond James & Associates
Florida
$15M 106,150 +6,537 +7%
QC
48
Quadrature Capital
United Kingdom
$14.9M 105,800 +105,800 New
JSA
49
Jacobson & Schmitt Advisors
Wisconsin
$14.1M 99,720 -9,908 -9%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$13.8M 97,765 -1,396 -1%
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