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FirstService

116 hedge funds and large institutions have $1.59B invested in FirstService in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more capital invested

Capital invested by funds: $1.43B → $1.59B (+$158M)

7% more funds holding

Funds holding: 108116 (+8)

0.1% more ownership

Funds ownership: 65.48%65.58% (+0.1%)

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
15
Increased
37
Reduced
47
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$98K -$54.7K -794 -36%
US Bancorp
102
US Bancorp
Minnesota
$73K +$9.92K +144 +16%
PFA
103
Pathway Financial Advisors
Vermont
$70K +$68.9K +1,000 New
Victory Capital Management
104
Victory Capital Management
Texas
$63K
KLC
105
Knowledge Leaders Capital
Colorado
$53K +$51.7K +751 New
AG
106
Advisor Group
Arizona
$27K +$12.8K +186 +93%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.9K +$4.06K +59 +19%
FHA
108
First Horizon Advisors
Tennessee
$21K
SWM
109
SeaCrest Wealth Management
New York
$16K +$15.8K +230 New
EFSCE
110
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
BTIS
111
BB&T Investment Services
North Carolina
$9K
FGC
112
Financial Gravity Companies
Texas
$8K +$8.34K +121 New
Citigroup
113
Citigroup
New York
$6K +$69 +1 +1%
CA
114
Calton & Associates
Florida
$6K +$6.61K +96 New
RFC
115
Regions Financial Corp
Alabama
$4K +$4.34K +63 New
TRCT
116
Tower Research Capital (TRC)
New York
$2K -$10.5K -152 -85%
DCM
117
Driehaus Capital Management
Illinois
-$1.97M -29,975 Closed
Acadian Asset Management
118
Acadian Asset Management
Massachusetts
-$1.76M -26,917 Closed
Bank of Nova Scotia
119
Bank of Nova Scotia
Ontario, Canada
-$1.65M -25,074 Closed
OAM
120
Oppenheimer Asset Management
New York
-$64K -972 Closed
BONST
121
Bank of Nova Scotia Trust
Ontario, Canada
-$2K -30 Closed