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FirstService
FSV

102 hedge funds and large institutions have $914M invested in FirstService in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

5% more funds holding

Funds holding: 97 → 102 (+5)

4% more capital invested

Capital invested by funds: $874M → $914M (+$39.1M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
2.72%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
15
Increased
37
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$13.4M
2
CWAM
Columbia Wanger Asset Management
Illinois
+$13.2M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
+$11.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.66M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$8.75M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$51.7M
2
B
BloombergSen
Ontario, Canada
-$48.2M
3
AII
AGF Investments Inc
Ontario, Canada
-$15.5M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$13.9M
5
GMI
Greystone Managed Investments
Saskatchewan, Canada
-$7.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
101
Advisor Group
Arizona
$3K +$3.27K +73 New
MFS
102
MSI Financial Services
Massachusetts
$1K – – –
Fiera Capital (Canada)
103
Fiera Capital (Canada)
Quebec, Canada
– -$51.7M -1,256,865 Closed
B
104
BloombergSen
Ontario, Canada
– -$48.2M -1,177,081 Closed
HAM
105
Highstreet Asset Management
Ontario, Canada
– -$682K -16,615 Closed
1GA
106
1st Global Advisors
Texas
– -$533K -13,021 Closed
Bank of Nova Scotia
107
Bank of Nova Scotia
Ontario, Canada
– -$377K -9,186 Closed
Millennium Management
108
Millennium Management
New York
– -$348K -8,497 Closed
PP
109
Paloma Partners
Connecticut
– -$217K -5,303 Closed
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -55 Closed
PRS
111
Pinkerton Retirement Specialists
Idaho
– -$5K -9 Closed
1 2 3 4
5