We are live on ! Find out more
FSV icon

FirstService

97 hedge funds and large institutions have $874M invested in FirstService in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 9597 (+2)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

4% more capital invested

Capital invested by funds: $838M → $874M (+$36.3M)

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
11
Increased
38
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
Sterling Capital Management
North Carolina
$340K +$6.23K +164 +2%
AAM
77
Auxier Asset Management
Oregon
$305K
RG
78
Renaissance Group
Kentucky
$300K -$61.3K -1,615 -18%
OAC
79
OMERS Administration Corp
Ontario, Canada
$293K -$83.5K -2,200 -24%
Brown Advisory
80
Brown Advisory
Maryland
$286K -$1.59K -42 -0.6%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$247K +$11.4K +300 +5%
PP
82
Paloma Partners
Connecticut
$217K +$201K +5,303 New
UBS Group
83
UBS Group
Switzerland
$141K -$1.02K -27 -0.8%
Legal & General Group
84
Legal & General Group
United Kingdom
$99K +$15.2K +400 +20%
WAM
85
Wealthspire Advisors (Maryland)
Maryland
$70K +$64.5K +1,700 New
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$67K
TRCT
87
Tower Research Capital (TRC)
New York
$60K +$11.1K +292 +25%
BIT
88
BlackRock Institutional Trust
California
$52K +$48.4K +1,276 New
Victory Capital Management
89
Victory Capital Management
Texas
$49K +$3.53K +93 +8%
US Bancorp
90
US Bancorp
Minnesota
$48K +$228 +6 +0.5%
EFSCE
91
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
PRS
92
Pinkerton Retirement Specialists
Idaho
$5K -$6.49K -171 -95%
JP Morgan Chase
93
JP Morgan Chase
New York
$4K -$153K -4,032 -97%
Creative Planning
94
Creative Planning
Kansas
$4K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$2K +$683 +18 +49%
MFS
96
MSI Financial Services
Massachusetts
$1K
Geode Capital Management
97
Geode Capital Management
Massachusetts
$578 +$36.6K +965 +7%
Mackenzie Financial
98
Mackenzie Financial
Ontario, Canada
-$8.37M -207,069 Closed
CPS
99
Counsel Portfolio Services
Ontario, Canada
-$2.7M -66,718 Closed
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
-$2.7M -66,710 Closed