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FirstService

127 hedge funds and large institutions have $2.15B invested in FirstService in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-11
Holders Change %
-7.97%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
10
Increased
46
Reduced
53
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
101
Osaic Holdings
Arizona
$299K +$299K +3,876 New
CF
102
Centaurus Financial
California
$280K +$37K +480 +15%
SAM
103
Shell Asset Management
Netherlands
$273K -$7.62K -100 -3%
ETC
104
Exchange Traded Concepts
Oklahoma
$272K
OWM
105
Orgel Wealth Management
Wisconsin
$251K
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$239K
TRCT
107
Tower Research Capital (TRC)
New York
$231K -$273K -3,536 -54%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$231K +$231K +2,998 New
AWA
109
ARS Wealth Advisors
Florida
$219K
MCG
110
MACRO Consulting Group
New Jersey
$210K +$210K +2,511 New
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$209K
AAMU
112
Amundi Asset Management US
Massachusetts
$170K +$170K +2,200 New
US Bancorp
113
US Bancorp
Minnesota
$150K -$18K -232 -11%
PCM
114
PenderFund Capital Management
British Columbia, Canada
$109K +$109K +1,000 New
GT
115
Glenmede Trust
Pennsylvania
$73K
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$71K +$71K +966 New
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.8K -$5.69K -74 -8%
Citigroup
118
Citigroup
New York
$34K -$195K -2,584 -85%
SF
119
Synovus Financial
Georgia
$29K +$29K +374 New
CRCP
120
Copper Rock Capital Partners
Massachusetts
$12.4K -$2.98K -39,871 -19%
QCG
121
Quadrant Capital Group
Ohio
$11K
S
122
SignatureFD
Georgia
$10K
PCG
123
Private Capital Group
Connecticut
$9K -$6.95K -88 -44%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$8K -$314 -4 -4%
EW
125
Evoke Wealth
California
$5.55K