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FirstService
FSV

Overview Fund Activity

284 hedge funds and large institutions have $5.55B invested in FirstService in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 125 increasing their positions, 81 reducing their positions, and 21 closing their positions.

Holders
284
Holders Change
+13
Holders Change %
+4.8%
% of All Funds
4.11%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
35
Increased
125
Reduced
81
Closed
21
Calls
$1.02M
Puts
$774K
Net Calls
+$248K
Net Calls Change
+$431K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77.8M
2
Franklin Resources
2
Franklin Resources
California
$87.3M
3
OAG
3
Orbis Allan Gray
Bermuda
$88M
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
CCM
5
Copeland Capital Management
Pennsylvania
$64.5M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$387M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Millennium Management
3
Millennium Management
New York
$2.14M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$257M
Name Market Value Shares Shares
Change 		Shares
Change %
BFS
26
Baskin Financial Services
Ontario, Canada
$45.7M 250,491 +636 +0.3%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$45.1M 240,603 +10,213 +4%
BFM
28
Boston Financial Management
Massachusetts
$45M 246,673 +49,790 +25%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$44.7M 244,711 -80,101 -25%
GCM
30
Geneva Capital Management
Wisconsin
$44M 240,944 +1,416 +0.6%
ClearBridge Investments
31
ClearBridge Investments
New York
$41.8M 229,348 -2,217 -1%
TD Asset Management
32
TD Asset Management
Ontario, Canada
$40.5M 223,994 -22,328 -9%
Invesco
33
Invesco
Georgia
$40M 219,496 -9,686 -4%
LCM
34
Lionstone Capital Management
New York
$39.4M 216,200 – –
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$38.2M 208,583 -4,808 -2%
Legal & General Group
36
Legal & General Group
United Kingdom
$36.9M 201,784 +17,528 +10%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$36.6M 200,776 +10,191 +5%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$36.3M 199,041 +5,912 +3%
Bank of America
39
Bank of America
North Carolina
$33.7M 184,523 +10,922 +6%
Bessemer Group
40
Bessemer Group
New Jersey
$31.3M 171,339 +3,643 +2%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$30.4M 166,359 +2,176 +1%
RJA
42
Raymond James & Associates
Florida
$27.2M 148,864 +6,995 +5%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$27M 572,723 +417,969 +270%
Goldman Sachs
44
Goldman Sachs
New York
$24.3M 132,941 -122,232 -48%
AC
45
AltraVue Capital
Washington
$23.9M 131,175 +6,520 +5%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$23.2M 127,230 -1,273 -1%
Swiss National Bank
47
Swiss National Bank
Switzerland
$22.4M 122,500 +1,000 +0.8%
SCA
48
Summit Creek Advisors
Minnesota
$21.1M 115,631 +11,359 +11%
EAM
49
Eagle Asset Management
Florida
$20.9M 111,227 +7,066 +7%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$20M 109,556 +384 +0.4%
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