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FirstService

312 hedge funds and large institutions have $4.96B invested in FirstService in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.02% less ownership

Funds ownership: 67.61%65.59% (-2%)

10% less capital invested

Capital invested by funds: $5.53B → $4.96B (-$570M)

91% less call options, than puts

Call options by funds: $17K | Put options by funds: $199K

Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17K
Puts
$199K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$9M
Barclays
77
Barclays
United Kingdom
$8.92M
UCFA
78
United Capital Financial Advisors
Texas
$8.9M
CRC
79
Catawba River Capital
South Carolina
$7.7M
WCA
80
Waratah Capital Advisors
Ontario, Canada
$7.29M
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$7.25M
Skandinaviska Enskilda Banken (SEB)
82
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.03M
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$6.97M
LM
84
Lincluden Management
Ontario, Canada
$6.71M
N
85
Numerai
California
$6.64M
Luther King Capital Management (LKCM)
86
Luther King Capital Management (LKCM)
Texas
$6.57M
Bank of New York Mellon
87
Bank of New York Mellon
New York
$6.56M
HSBC Holdings
88
HSBC Holdings
United Kingdom
$6.55M
CP
89
Cumberland Partners
Ontario, Canada
$6.09M
ACM
90
Argent Capital Management
Missouri
$5.54M
PP
91
PDT Partners
New York
$5.27M
Polen Capital Management
92
Polen Capital Management
Florida
$4.92M
SC
93
Scotia Capital
Ontario, Canada
$4.91M
ACA
94
Aptus Capital Advisors
Alabama
$4.88M
SIG
95
Sargent Investment Group
Maryland
$4.79M
CF
96
Canoe Financial
Alberta, Canada
$4.74M
NL
97
Nuveen LLC
North Carolina
$4.69M
Citadel Advisors
98
Citadel Advisors
Florida
$4.62M
LCM
99
Legato Capital Management
California
$4.39M
Aviva
100
Aviva
United Kingdom
$4.38M