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FirstService
FSV

Overview Fund Activity

198 hedge funds and large institutions have $3.92B invested in FirstService in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 21 closing their positions.

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
27
Increased
72
Reduced
71
Closed
21
Calls
$1.42M
Puts
$2.65M
Net Calls
-$1.23M
Net Calls Change
-$583K

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$228M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.8M
3
Franklin Resources
3
Franklin Resources
California
$31.5M
4
UCFA
4
United Capital Financial Advisors
Texas
$28.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$47.2M
3
Capital World Investors
3
Capital World Investors
California
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$17.9M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$478M
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
51
Fenimore Asset Management
New York
$11.4M 92,787 +2,642 +3%
EAM
52
Eagle Asset Management
Florida
$11.1M 89,859 -1,664 -2%
MBI
53
Montrusco Bolton Investments
Quebec, Canada
$10.9M 88,857 +12,053 +16%
Bessemer Group
54
Bessemer Group
New Jersey
$10.6M 86,258 +3,815 +5%
OCM
55
Osterweis Capital Management
California
$8.93M 72,898 +3,425 +5%
LM
56
Lincluden Management
Ontario, Canada
$8.07M 65,886 +5,912 +10%
Deutsche Bank
57
Deutsche Bank
Germany
$7.71M 62,931 +1,777 +3%
Wells Fargo
58
Wells Fargo
California
$7.59M 61,921 +806 +1%
CW
59
Connectus Wealth
Ohio
$6.3M 51,400 +205 +0.4%
CS
60
Credit Suisse
Switzerland
$6.27M 51,170 +3,654 +8%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$6.19M 50,546 +1,282 +3%
BCIM
62
British Columbia Investment Management
British Columbia, Canada
$6.14M 50,107 -7,694 -13%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$5.7M 46,600 -9,000 -16%
Goldman Sachs
64
Goldman Sachs
New York
$5.33M 43,502 -8,031 -16%
Amundi
65
Amundi
France
$5.24M 38,493 -3,550 -8%
Citadel Advisors
66
Citadel Advisors
Florida
$5.18M 42,243 +42,243 New
NEI
67
Northwest & Ethical Investments
Ontario, Canada
$4.95M 40,400 -4,151 -9%
CRC
68
Catawba River Capital
South Carolina
$4.86M 39,648 -36 -0.1%
CP
69
Cumberland Partners
Ontario, Canada
$4.5M 36,734 +90 +0.2%
William Blair & Company
70
William Blair & Company
Illinois
$4.11M 33,524 +1,549 +5%
IIM
71
Intact Investment Management
Quebec, Canada
$4.09M 33,408 +10,680 +47%
Truist Financial
72
Truist Financial
North Carolina
$4.06M 33,090 -1,996 -6%
GIC
73
GFI Investment Counsel
Ontario, Canada
$3.65M 29,750 – –
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$3.37M 27,511 -32,000 -54%
AIA
75
Avalon Investment & Advisory
Texas
$3.12M 25,469 -239 -0.9%
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