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FirstService

310 hedge funds and large institutions have $5.53B invested in FirstService in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

9% more funds holding

Funds holding: 285310 (+25)

6% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 104

2% less capital invested

Capital invested by funds: $5.65B → $5.53B (-$114M)

1.96% less ownership

Funds ownership: 69.59%67.64% (-2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
310
Holders Change
+25
Holders Change %
+8.77%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
45
Increased
110
Reduced
104
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
51
Janus Henderson Group
United Kingdom
$21.1M +$1.3M +6,973 +6%
OCM
52
Osterweis Capital Management
California
$20.8M +$2.9M +15,500 +16%
SCA
53
Summit Creek Advisors
Minnesota
$19.2M -$1.75M -9,347 -8%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$18.4M +$8.1M +43,340 +75%
FAM
55
Fenimore Asset Management
New York
$18.1M -$93.3K -499 -0.5%
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$17.5M +$10.1M +54,200 +128%
BCIM
57
British Columbia Investment Management
British Columbia, Canada
$17.2M +$1.31M +6,990 +8%
JSA
58
Jacobson & Schmitt Advisors
Wisconsin
$17M -$951K -5,085 -5%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$16.5M +$11.4M +61,000 +201%
William Blair & Company
60
William Blair & Company
Illinois
$16.4M -$732K -3,918 -4%
Charles Schwab
61
Charles Schwab
California
$16.3M -$51.2K -274 -0.3%
Ameriprise
62
Ameriprise
Minnesota
$16M +$1.98M +10,617 +14%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$15.6M
BlackRock
64
BlackRock
New York
$15.5M +$624K +3,337 +4%
TWC
65
TD Waterhouse Canada
Ontario, Canada
$14.5M +$2.45M +13,092 +19%
UBS Group
66
UBS Group
Switzerland
$14M +$3.61M +19,328 +33%
UCFA
67
United Capital Financial Advisors
Texas
$13M -$4.65M -24,882 -26%
Amundi
68
Amundi
France
$11.9M +$2.21M +11,846 +21%
Northern Trust
69
Northern Trust
Illinois
$11.7M +$3.55M +18,977 +42%
MBI
70
Montrusco Bolton Investments
Quebec, Canada
$11.6M -$136K -726 -1%
MSC
71
MUFG Securities (Canada)
New York
$11.5M +$4.99M +26,669 +73%
Toronto Dominion Bank
72
Toronto Dominion Bank
Ontario, Canada
$11.3M -$1.46M -7,832 -11%
Voloridge Investment Management
73
Voloridge Investment Management
Florida
$10.5M +$1.82M +9,752 +20%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$10.4M -$924K -4,942 -8%
Wells Fargo
75
Wells Fargo
California
$10.3M -$242K -1,295 -2%