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FirstService

131 hedge funds and large institutions have $3.12B invested in FirstService in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

45% more capital invested

Capital invested by funds: $2.15B → $3.12B (+$971M)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

2% more funds holding

Funds holding: 128131 (+3)

2.25% more ownership

Funds ownership: 67.34%69.59% (+2.2%)

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.16%
New
12
Increased
53
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
51
Franklin Resources
California
$4.81M +$573K +6,467 +16%
RJA
52
Raymond James & Associates
Florida
$4.39M +$1.42M +15,998 +58%
Truist Financial
53
Truist Financial
North Carolina
$4.22M +$378K +4,264 +11%
Geode Capital Management
54
Geode Capital Management
Massachusetts
$4.07M +$91.4K +1,031 +3%
Comerica Bank
55
Comerica Bank
Texas
$3.94M +$514K +5,795 +18%
UBS AM
56
UBS AM
Illinois
$3.56M +$558K +6,300 +22%
Goldman Sachs
57
Goldman Sachs
New York
$3.52M +$345K +3,891 +13%
GIC
58
GFI Investment Counsel
Ontario, Canada
$3.37M
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$3.34M
AC
60
AltraVue Capital
Washington
$3.11M
LCM
61
Legato Capital Management
California
$3.11M
AIA
62
Avalon Investment & Advisory
Texas
$2.94M -$750K -8,459 -22%
Wells Fargo
63
Wells Fargo
California
$2.81M -$3.99K -45 -0.2%
WCA
64
Waratah Capital Advisors
Ontario, Canada
$2.67M +$1.25M +14,093 +114%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$2.33M -$2.65M -29,900 -56%
William Blair & Company
66
William Blair & Company
Illinois
$2.33M +$981K +11,064 +92%
NIM
67
Nexus Investment Management
Ontario, Canada
$2.18M
Victory Capital Management
68
Victory Capital Management
Texas
$2.07M -$1.82M -20,547 -50%
CS
69
Credit Suisse
Switzerland
$2.01M -$307K -3,463 -15%
AG
70
Aperio Group
California
$1.95M -$709 -8 -0%
OAM
71
Oppenheimer Asset Management
New York
$1.82M +$551K +6,214 +53%
Luther King Capital Management (LKCM)
72
Luther King Capital Management (LKCM)
Texas
$1.66M -$113K -1,280 -7%
Northern Trust
73
Northern Trust
Illinois
$1.63M -$32K -361 -2%
Legal & General Group
74
Legal & General Group
United Kingdom
$1.54M -$8.24K -93 -0.6%
ACM
75
Argent Capital Management
Missouri
$1.54M -$446K -5,030 -25%