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FirstService
FSV

Overview Fund Activity

264 hedge funds and large institutions have $5.07B invested in FirstService in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 103 increasing their positions, 85 reducing their positions, and 13 closing their positions.

Holders
264
Holders Change
+27
Holders Change %
+11.39%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
41
Increased
103
Reduced
85
Closed
13
Calls
$227K
Puts
$4.58M
Net Calls
-$4.36M
Net Calls Change
-$4.73M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Goldman Sachs
2
Goldman Sachs
New York
$54.8M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$38.3M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$81.7M
5
Millennium Management
5
Millennium Management
New York
$16M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$347M
2
Franklin Resources
2
Franklin Resources
California
$2.98M
3
DCP
3
Durable Capital Partners
Maryland
$463M
4
FAM
4
Fred Alger Management
New York
$176M
5
UCFA
5
United Capital Financial Advisors
Texas
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$16M 98,529 +87,184 +768%
JSA
52
Jacobson & Schmitt Advisors
Wisconsin
$15.5M 95,517 +362 +0.4%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$15.3M 94,343 -23,715 -20%
FAM
54
Fenimore Asset Management
New York
$15.2M 93,641 +550 +0.6%
CS
55
Credit Suisse
Switzerland
$14.5M 67,626 +6,285 +10%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$13.1M 80,423 +175 +0.2%
Ameriprise
57
Ameriprise
Minnesota
$12.8M 78,231 +17,359 +29%
Wells Fargo
58
Wells Fargo
California
$12.6M 77,743 +8,030 +12%
MBI
59
Montrusco Bolton Investments
Quebec, Canada
$11.6M 71,535 +2,049 +3%
OCM
60
Osterweis Capital Management
California
$10.7M 66,103 -3,440 -5%
HIM
61
Hillsdale Investment Management
Ontario, Canada
$10.1M 62,164 -15,407 -20%
William Blair & Company
62
William Blair & Company
Illinois
$9.87M 60,868 +5,268 +9%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$8.83M 54,481 -3,082 -5%
BCIM
64
British Columbia Investment Management
British Columbia, Canada
$8.64M 53,312 -40,648 -43%
CRC
65
Catawba River Capital
South Carolina
$7.48M 46,163 -5 -0%
Citadel Advisors
66
Citadel Advisors
Florida
$7.4M 45,660 +41,497 +997%
OCAM
67
Onex Canada Asset Management
Ontario, Canada
$7.35M 45,363 -56,522 -55%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$7.05M 43,391 -7,495 -15%
Invesco
69
Invesco
Georgia
$6.84M 42,217 +2,045 +5%
Toronto Dominion Bank
70
Toronto Dominion Bank
Ontario, Canada
$6.64M 40,985 +5,041 +14%
LM
71
Lincluden Management
Ontario, Canada
$6.42M 39,648 -17,461 -31%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$6.25M 38,380 -21,700 -36%
AM
73
AGF Management
Ontario, Canada
$6.16M 38,021 +6,350 +20%
CP
74
Cumberland Partners
Ontario, Canada
$5.94M 36,500 – –
Polen Capital Management
75
Polen Capital Management
Florida
$5.94M 36,628 -3,531 -9%
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