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FirstService

138 hedge funds and large institutions have $2.59B invested in FirstService in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
16
Increased
64
Reduced
43
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Arrowstreet Capital
101
Arrowstreet Capital
Massachusetts
$586K +$586K +6,300 New
Russell Investments Group
102
Russell Investments Group
United Kingdom
$582K -$143K -1,535 -20%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$581K +$9.3K +100 +2%
AP
104
Archon Partners
New Jersey
$568K +$149K +1,600 +36%
Deutsche Bank
105
Deutsche Bank
Germany
$476K +$107K +1,149 +29%
SGM
106
Skye Global Management
Florida
$447K +$373K +4,000 +500%
AI
107
Atria Investments
North Carolina
$431K +$93.2K +1,001 +28%
KCM
108
Kornitzer Capital Management
Kansas
$421K -$121K -1,300 -22%
PPA
109
Parametric Portfolio Associates
Washington
$390K -$12.1K -130 -3%
SPIA
110
Steward Partners Investment Advisory
New York
$389K +$93 +1 +0%
AG
111
Advisor Group
Arizona
$355K +$78.8K +845 +29%
SAM
112
Shell Asset Management
Netherlands
$343K +$102K +1,091 +42%
ETC
113
Exchange Traded Concepts
Oklahoma
$332K +$332K +3,564 New
OWM
114
Orgel Wealth Management
Wisconsin
$307K
CF
115
Centaurus Financial
California
$294K +$294K +3,155 New
LNWWM
116
Laird Norton Wetherby Wealth Management
California
$288K
Citigroup
117
Citigroup
New York
$283K -$6.06K -65 -2%
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$271K -$5.4M -58,059 -95%
AWA
119
ARS Wealth Advisors
Florida
$264K
VF
120
Virtu Financial
New York
$263K +$263K +2,825 New
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$255K +$74K +794 +41%
LPL Financial
122
LPL Financial
California
$229K +$229K +2,465 New
TIM
123
Thompson Investment Management
Wisconsin
$226K +$21K +225 +10%
US Bancorp
124
US Bancorp
Minnesota
$202K
MWNA
125
Marshall Wace North America
New York
$177K +$63.9K +686 +57%