We are live on ! Find out more
FSV icon

FirstService

139 hedge funds and large institutions have $2.59B invested in FirstService in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 43

6.84% more ownership

Funds ownership: 62.03%68.88% (+6.8%)

7% more capital invested

Capital invested by funds: $2.43B → $2.59B (+$159M)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 142139 (-3)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
17
Increased
64
Reduced
43
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
76
APG Asset Management
Netherlands
$1.62M -$5.74M -61,000 -76%
Toronto Dominion Bank
77
Toronto Dominion Bank
Ontario, Canada
$1.54M -$323K -3,432 -17%
Northern Trust
78
Northern Trust
Illinois
$1.52M -$4.43K -47 -0.3%
SC
79
Scotia Capital
Ontario, Canada
$1.48M +$36.3K +385 +2%
UBS Group
80
UBS Group
Switzerland
$1.47M +$110K +1,170 +8%
Luther King Capital Management (LKCM)
81
Luther King Capital Management (LKCM)
Texas
$1.42M -$1.23M -13,105 -46%
Legal & General Group
82
Legal & General Group
United Kingdom
$1.3M
Chevy Chase Trust
83
Chevy Chase Trust
Maryland
$1.3M
HSBC Holdings
84
HSBC Holdings
United Kingdom
$1.2M -$149K -1,582 -11%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$1.15M +$109K +1,155 +10%
William Blair & Company
86
William Blair & Company
Illinois
$1.13M +$402K +4,270 +54%
OAM
87
Oppenheimer Asset Management
New York
$1.13M +$176K +1,874 +18%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$1.12M -$1.05M -11,100 -48%
KJHP
89
K.J. Harrison & Partners
Ontario, Canada
$1.1M +$1.11M +11,800 New
RJFSA
90
Raymond James Financial Services Advisors
Florida
$981K -$19.7K -209 -2%
AWW
91
Alan W. Weber
$940K
SIG
92
Sargent Investment Group
Maryland
$904K +$434K +4,614 +90%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$876K -$800K -8,498 -47%
Citadel Advisors
94
Citadel Advisors
Florida
$828K +$486K +5,157 +138%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$801K -$8.36M -88,740 -91%
AAM
96
Auxier Asset Management
Oregon
$689K
FAF
97
Första AP-fonden
Sweden
$662K +$669K +7,100 New
Fidelity International
98
Fidelity International
Bermuda
$626K -$29.5M -312,971 -98%
CCIA
99
Campbell & Co Investment Adviser
Maryland
$620K +$410K +4,350 +188%
TRCT
100
Tower Research Capital (TRC)
New York
$604K +$366K +3,884 +147%

FSV Hedge Fund Activity: Q4 2019 in Review

139 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FirstService (FSV) for Q4 2019, worth a combined $2.59B — up 6.6% from $2.43B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FSV and 17 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 64 added.

The largest buyer was Mackenzie Financial, adding an estimated $147M. The largest seller was T. Rowe Price Associates, cutting an estimated $38M.

  • 139 institutional investors held FirstService (FSV) as of Q4 2019, down from 142 in Q3 2019.
  • Funds reported $2.59B of FirstService stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 17 funds opened new FirstService positions in Q4 2019 and 18 closed out, a net change of -1 holder.
  • The largest FirstService buyer in Q4 2019 was Mackenzie Financial, an estimated $147M added.
  • The largest FirstService seller in Q4 2019 was T. Rowe Price Associates, an estimated $38M sold.

Based on aggregated 13F filings for Q4 2019.