We are live on ! Find out more
FSV icon

FirstService

185 hedge funds and large institutions have $5.3B invested in FirstService in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $4.61B → $5.3B (+$697M)

3% more funds holding

Funds holding: 180185 (+5)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

0.13% less ownership

Funds ownership: 69.73%69.6% (-0.13%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
185
Holders Change
+5
Holders Change %
+2.78%
% of All Funds
3.22%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
18
Increased
68
Reduced
68
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PM
51
Pembroke Management
Quebec, Canada
$15.4M -$762K -4,643 -6%
MBI
52
Montrusco Bolton Investments
Quebec, Canada
$15.4M -$1.37M -8,374 -9%
JSA
53
Jacobson & Schmitt Advisors
Wisconsin
$14.7M -$927K -5,648 -6%
NEI
54
Northwest & Ethical Investments
Ontario, Canada
$13.6M -$2.26M -13,768 -15%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$13M -$459K -2,800 -4%
OCM
56
Osterweis Capital Management
California
$12.4M -$1.2M -7,295 -9%
EAM
57
Eagle Asset Management
Florida
$10.8M +$80.1K +488 +0.8%
WCA
58
Waratah Capital Advisors
Ontario, Canada
$10.7M +$1.74M +10,628 +20%
RCMC
59
RK Capital Management (Colorado)
Colorado
$10.6M -$1.83M -11,140 -15%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$10.6M +$94.7K +577 +0.9%
Goldman Sachs
61
Goldman Sachs
New York
$9.91M +$782K +4,765 +9%
RJA
62
Raymond James & Associates
Florida
$9.81M +$134K +814 +1%
Wells Fargo
63
Wells Fargo
California
$9.8M +$6.05M +36,849 +181%
Deutsche Bank
64
Deutsche Bank
Germany
$9.71M +$966K +5,887 +12%
LM
65
Lincluden Management
Ontario, Canada
$9.41M +$9M +54,860 New
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$9.22M -$497K -3,031 -5%
Bank of Nova Scotia
67
Bank of Nova Scotia
Ontario, Canada
$9.09M +$45.6K +278 +0.5%
HIM
68
Hillsdale Investment Management
Ontario, Canada
$8.97M -$1.44M -8,750 -14%
Truist Financial
69
Truist Financial
North Carolina
$8.9M -$595K -3,625 -7%
Two Sigma Investments
70
Two Sigma Investments
New York
$8.89M +$8.52M +51,896 New
Korea Investment Corp
71
Korea Investment Corp
South Korea
$8.14M +$2.03M +12,400 +35%
CP
72
Cumberland Partners
Ontario, Canada
$8.09M
CRC
73
Catawba River Capital
South Carolina
$6.8M +$32.3K +197 +0.5%
EVM
74
Eaton Vance Management
Massachusetts
$6.13M +$5.85M +35,643 +21,343%
CS
75
Credit Suisse
Switzerland
$5.89M -$1.66M -10,091 -23%