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FirstService

180 hedge funds and large institutions have $4.61B invested in FirstService in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

48% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 52

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

12% more capital invested

Capital invested by funds: $4.12B → $4.61B (+$482M)

6% more funds holding

Funds holding: 170180 (+10)

1.57% more ownership

Funds ownership: 68.16%69.73% (+1.6%)

Holders
180
Holders Change
+10
Holders Change %
+5.88%
% of All Funds
3.16%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
27
Increased
77
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$5.05M +$3.19M +21,920 +181%
Franklin Resources
77
Franklin Resources
California
$4.69M -$1.15M -7,902 -20%
LCM
78
Legato Capital Management
California
$4.51M
GIC
79
GFI Investment Counsel
Ontario, Canada
$4.27M -$515K -3,538 -11%
SC
80
Scotia Capital
Ontario, Canada
$4.07M +$856K +5,880 +27%
AIA
81
Avalon Investment & Advisory
Texas
$3.86M +$147K +1,011 +4%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$3.38M
William Blair & Company
83
William Blair & Company
Illinois
$3.23M -$40.6K -279 -1%
NIM
84
Nexus Investment Management
Ontario, Canada
$3.22M
Fidelity Investments
85
Fidelity Investments
Massachusetts
$3.16M +$715K +4,907 +30%
AAMU
86
Amundi Asset Management US
Massachusetts
$3.1M +$1.19M +8,147 +64%
Wells Fargo
87
Wells Fargo
California
$3.01M -$119K -817 -4%
OAM
88
Oppenheimer Asset Management
New York
$2.88M +$370K +2,538 +15%
Citigroup
89
Citigroup
New York
$2.77M +$554K +3,803 +26%
Allianz Asset Management
90
Allianz Asset Management
Germany
$2.62M +$1.37M +9,434 +115%
PAMU
91
Pictet Asset Management (UK)
United Kingdom
$2.58M +$216K +1,483 +9%
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$2.53M +$69.9K +480 +3%
Citadel Advisors
93
Citadel Advisors
Florida
$2.45M -$1.27M -8,696 -34%
DekaBank Deutsche Girozentrale
94
DekaBank Deutsche Girozentrale
Germany
$2.43M +$60.4K +415 +3%
BlackRock
95
BlackRock
New York
$2.42M +$2.37M +16,305 New
SGM
96
Skye Global Management
Florida
$2.36M +$204K +1,400 +10%
Northern Trust
97
Northern Trust
Illinois
$2.32M -$13.3K -91 -0.6%
Canada Life
98
Canada Life
Manitoba, Canada
$2.21M -$12.8M -88,192 -85%
CPWM
99
Cardinal Point Wealth Management
California
$2.02M
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$1.92M -$682K -4,684 -27%