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FirstService

122 hedge funds and large institutions have $1.75B invested in FirstService in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 6 closing their positions.

Holders
122
Holders Change
+8
Holders Change %
+7.02%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
15
Increased
41
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
101
Orgel Wealth Management
Wisconsin
$250K
LNWWM
102
Laird Norton Wetherby Wealth Management
California
$241K
Russell Investments Group
103
Russell Investments Group
United Kingdom
$234K -$5.85M -77,505 -96%
Wells Fargo
104
Wells Fargo
California
$144K
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$144K +$37K +487 +35%
PFA
106
Pathway Financial Advisors
Vermont
$76K
US Bancorp
107
US Bancorp
Minnesota
$74K -$5.15K -68 -7%
Victory Capital Management
108
Victory Capital Management
Texas
$68K
PCM
109
Prelude Capital Management
New York
$44K +$44K +582 New
Citigroup
110
Citigroup
New York
$41K +$41K +538 New
HAM
111
Highstreet Asset Management
Ontario, Canada
$32K
AG
112
Advisor Group
Arizona
$26K +$8.84K +117 +52%
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K -$5.35K -71 -18%
FHA
114
First Horizon Advisors
Tennessee
$23K
PCG
115
Private Capital Group
Connecticut
$23K +$23K +302 New
SWM
116
SeaCrest Wealth Management
New York
$17K
EFSCE
117
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
S
118
SignatureFD
Georgia
$12K +$2.21K +30 +23%
FGAM
119
Financial Gravity Asset Management
Texas
$7K +$6.04K +69 +627%
FHA
120
Flagship Harbor Advisors
Massachusetts
$7K +$7K +100 New
PCM
121
Peregrine Capital Management
Minnesota
$5K +$5K +71 New
SEI Investments
122
SEI Investments
Pennsylvania
$1K +$1K +13 New
GMI
123
Greystone Managed Investments
Saskatchewan, Canada
-$16.7M -228,224 Closed
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
-$1.82M -24,782 Closed
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
-$505K -6,900 Closed