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FirstService
FSV

Overview Fund Activity

307 hedge funds and large institutions have $5.53B invested in FirstService in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 110 increasing their positions, 103 reducing their positions, and 16 closing their positions.

Holders
307
Holders Change
+23
Holders Change %
+8.1%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
110
Reduced
103
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$216M
2
Norges Bank
2
Norges Bank
Norway
$98.6M
3
Raymond James Financial
3
Raymond James Financial
Florida
$48.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$119M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$83.1M

Top Sellers

1
DCP
1
Durable Capital Partners
Maryland
$466M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$28.3M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$146M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$36M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$56.1M 309,939 -78,491 -20%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$55.5M 297,037 +56,434 +23%
Raymond James Financial
28
Raymond James Financial
Florida
$48.5M 268,150 +268,150 New
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$46.8M 258,848 +50,265 +24%
BFM
30
Boston Financial Management
Massachusetts
$45.5M 251,439 +4,766 +2%
BFS
31
Baskin Financial Services
Ontario, Canada
$45.3M 250,262 -229 -0.1%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$43.2M 238,471 +37,695 +19%
GCM
33
Geneva Capital Management
Wisconsin
$43.1M 237,908 -3,036 -1%
ClearBridge Investments
34
ClearBridge Investments
New York
$40.9M 225,761 -3,587 -2%
Bank of America
35
Bank of America
North Carolina
$39.1M 216,270 +31,747 +17%
LCM
36
Lionstone Capital Management
New York
$39.1M 216,200 – –
TD Asset Management
37
TD Asset Management
Ontario, Canada
$37.6M 207,696 -16,298 -7%
Bank of Nova Scotia
38
Bank of Nova Scotia
Ontario, Canada
$36M 198,853 -226,385 -53%
Goldman Sachs
39
Goldman Sachs
New York
$32.1M 177,496 +44,555 +34%
Invesco
40
Invesco
Georgia
$31.6M 174,544 -44,952 -20%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$31.2M 172,258 +122,222 +244%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$30.2M 167,099 -31,942 -16%
WCA
43
Waratah Capital Advisors
Ontario, Canada
$29.9M 164,947 +85,411 +107%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$29.5M 163,133 -3,226 -2%
Legal & General Group
45
Legal & General Group
United Kingdom
$29M 160,014 -41,770 -21%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$28.3M 156,246 -416,477 -73%
Bessemer Group
47
Bessemer Group
New Jersey
$28.2M 155,961 -15,378 -9%
AC
48
AltraVue Capital
Washington
$23.7M 131,175 – –
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$22.2M 122,903 -4,327 -3%
Swiss National Bank
50
Swiss National Bank
Switzerland
$21.3M 117,600 -4,900 -4%
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