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FirstService
FSV

Overview Fund Activity

271 hedge funds and large institutions have $4.73B invested in FirstService in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 28 closing their positions.

Holders
271
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
116
Reduced
82
Closed
28
Calls
$198K
Puts
$381K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$539M
2
CCM
2
Copeland Capital Management
Pennsylvania
$36.9M
3
GCM
3
Geneva Capital Management
Wisconsin
$36.5M
4
Millennium Management
4
Millennium Management
New York
$31.9M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$415M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$184M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$242M
3
FAM
3
Fred Alger Management
New York
$115M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$46.4M
5
APG Asset Management
5
APG Asset Management
Netherlands
$33.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
51
Summit Creek Advisors
Minnesota
$15.9M 104,272 +33,646 +48%
EAM
52
Eagle Asset Management
Florida
$15.8M 104,161 +6,560 +7%
UCFA
53
United Capital Financial Advisors
Texas
$15.7M 103,355 -6,383 -6%
JSA
54
Jacobson & Schmitt Advisors
Wisconsin
$15M 98,459 +3,196 +3%
WCA
55
Waratah Capital Advisors
Ontario, Canada
$14.9M 97,856 -1,582 -2%
OCM
56
Osterweis Capital Management
California
$14.4M 94,628 +26,030 +38%
FAM
57
Fenimore Asset Management
New York
$14.4M 94,186 +240 +0.3%
Charles Schwab
58
Charles Schwab
California
$14.2M 93,289 +93,289 New
BCIM
59
British Columbia Investment Management
British Columbia, Canada
$12.2M 80,324 +14,618 +22%
Franklin Resources
60
Franklin Resources
California
$12.2M 80,012 +62,015 +345%
Ameriprise
61
Ameriprise
Minnesota
$11.9M 77,318 -139 -0.2%
William Blair & Company
62
William Blair & Company
Illinois
$10.7M 70,321 +2,440 +4%
Wells Fargo
63
Wells Fargo
California
$10.5M 68,943 -7,078 -9%
TWC
64
TD Waterhouse Canada
Ontario, Canada
$10.2M 66,711 +1,000 +2%
MBI
65
Montrusco Bolton Investments
Quebec, Canada
$9.76M 64,126 -6,594 -9%
UBS AM
66
UBS AM
Illinois
$9.41M 61,755 +61,755 New
Canada Pension Plan Investment Board
67
Canada Pension Plan Investment Board
Ontario, Canada
$8.88M 58,380 +20,000 +52%
Toronto Dominion Bank
68
Toronto Dominion Bank
Ontario, Canada
$8.39M 55,042 -13,814 -20%
UBS Group
69
UBS Group
Switzerland
$8.29M 54,422 +32,844 +152%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$8.18M 53,695 +33,162 +162%
MSC
71
MUFG Securities (Canada)
New York
$7.39M 99,074 +99,053 +471,681%
CRC
72
Catawba River Capital
South Carolina
$7.12M 46,703 +625 +1%
AAF
73
Andra AP-fonden
Sweden
$6.81M 32,700 +32,700 New
Wellington Management Group
74
Wellington Management Group
Massachusetts
$6.48M 42,516 -28,846 -40%
BlackRock
75
BlackRock
New York
$5.95M 39,027 +3,451 +10%
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