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FirstService
FSV

Overview Fund Activity

272 hedge funds and large institutions have $5.16B invested in FirstService in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 21 closing their positions.

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
30
Increased
105
Reduced
98
Closed
21
Calls
$365K
Puts
$365K
Net Calls
–
Net Calls Change
+$4.36M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$171M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$424M
3
Invesco
3
Invesco
Georgia
$37.2M
4
DCP
4
Durable Capital Partners
Maryland
$503M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$148M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$315M
2
Morgan Stanley
2
Morgan Stanley
New York
$71.7M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$313M
4
Goldman Sachs
4
Goldman Sachs
New York
$32.5M
5
FAM
5
Fred Alger Management
New York
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
26
Baskin Financial Services
Ontario, Canada
$41M +$445K +2,688 +1%
ClearBridge Investments
27
ClearBridge Investments
New York
$38.8M -$435K -2,625 -1%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$37.6M +$5.28M +30,632 +16%
Invesco
29
Invesco
Georgia
$37.2M +$30.2M +182,259 +432%
QC
30
Quadrature Capital
United Kingdom
$36.1M +$974K +5,900 +3%
LCM
31
Lionstone Capital Management
New York
$35.8M – – –
OAG
32
Orbis Allan Gray
Bermuda
$34.5M +$10M +60,343 +41%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$34.4M +$441K +2,660 +1%
BFM
34
Boston Financial Management
Massachusetts
$33.6M +$12.3K +74 +0%
Goldman Sachs
35
Goldman Sachs
New York
$32.5M -$23.5M -141,952 -42%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$32.3M +$4.81M +28,988 +17%
Legal & General Group
37
Legal & General Group
United Kingdom
$30.4M +$485K +2,928 +2%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$29.6M -$2.48M -14,962 -8%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$26.7M +$424K +2,558 +2%
TPM
40
Triasima Portfolio Management
Quebec, Canada
$26.5M -$2.4M -14,482 -8%
Bank of America
41
Bank of America
North Carolina
$25.2M -$9.86M -59,493 -28%
CW
42
Connectus Wealth
Ohio
$22.1M +$470K +2,832 +2%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$21.2M +$176K +1,060 +0.8%
AC
44
AltraVue Capital
Washington
$20.9M -$542K -3,270 -3%
RJA
45
Raymond James & Associates
Florida
$20.2M +$493K +2,976 +3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$20.1M -$1.54M -9,300 -7%
UCFA
47
United Capital Financial Advisors
Texas
$18.2M -$1.32M -7,933 -7%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$18M -$280K -1,687 -2%
Bessemer Group
49
Bessemer Group
New Jersey
$17.9M +$1.18M +7,089 +7%
WCA
50
Waratah Capital Advisors
Ontario, Canada
$16.5M -$132K -795 -0.8%
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