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FirstService

133 hedge funds and large institutions have $2.21B invested in FirstService in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

29% more capital invested

Capital invested by funds: $1.71B → $2.21B (+$501M)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

6% more funds holding

Funds holding: 126133 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.53% less ownership

Funds ownership: 71.71%71.17% (-0.53%)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
52
Reduced
46
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$346K +$60.3K +734 +23%
ARTA
102
A.R.T. Advisors
New York
$334K +$307K +3,734 New
Franklin Resources
103
Franklin Resources
California
$303K +$280K +3,402 New
Citadel Advisors
104
Citadel Advisors
Florida
$302K -$1.63M -19,796 -85%
OWM
105
Orgel Wealth Management
Wisconsin
$293K
HSBC Holdings
106
HSBC Holdings
United Kingdom
$283K +$260K +3,167 New
CSS
107
Cubist Systematic Strategies
Connecticut
$281K +$259K +3,155 New
LNWWM
108
Laird Norton Wetherby Wealth Management
California
$277K -$5.92K -72 -2%
SAM
109
Shell Asset Management
Netherlands
$240K +$11.1K +135 +5%
BUB
110
BBVA USA Bancshares
Texas
$238K +$219K +2,662 New
AWA
111
ARS Wealth Advisors
Florida
$218K +$200K +2,435 New
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$173K -$18.1K -220 -10%
US Bancorp
113
US Bancorp
Minnesota
$173K +$4.11K +50 +3%
AG
114
Advisor Group
Arizona
$133K +$41.2K +501 +51%
TRCT
115
Tower Research Capital (TRC)
New York
$103K +$94.8K +1,154 New
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.2K +$62.1K +755 +255%
Victory Capital Management
117
Victory Capital Management
Texas
$78K
Citigroup
118
Citigroup
New York
$57K +$5.59K +68 +12%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$50K +$17.8K +217 +64%
HAM
120
Highstreet Asset Management
Ontario, Canada
$37K
FHA
121
First Horizon Advisors
Tennessee
$27K
PCG
122
Private Capital Group
Connecticut
$18K -$8.22K -100 -33%
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$16K +$822 +10 +6%
S
124
SignatureFD
Georgia
$15K
FHA
125
Flagship Harbor Advisors
Massachusetts
$8K