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FirstService
FSV

Overview Fund Activity

198 hedge funds and large institutions have $3.92B invested in FirstService in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 21 closing their positions.

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
27
Increased
72
Reduced
71
Closed
21
Calls
$1.42M
Puts
$2.65M
Net Calls
-$1.23M
Net Calls Change
-$583K

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$228M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.8M
3
Franklin Resources
3
Franklin Resources
California
$31.5M
4
UCFA
4
United Capital Financial Advisors
Texas
$28.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$47.2M
3
Capital World Investors
3
Capital World Investors
California
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$17.9M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$478M
Name Market Value Shares Shares
Change 		Shares
Change %
CPWMP
101
Cardinal Point Wealth Management Partners
California
$1.67M 13,636 – –
CPCM
102
Cardinal Point Capital Management
Ontario, Canada
$1.67M 13,636 +13,636 New
OAM
103
Oppenheimer Asset Management
New York
$1.66M 13,545 +839 +7%
UIM
104
USS Investment Management
United Kingdom
$1.61M 13,109 +1,204 +10%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$1.58M 12,881 -2,000 -13%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$1.56M 12,711 +5,718 +82%
Voloridge Investment Management
107
Voloridge Investment Management
Florida
$1.49M 12,183 +2,613 +27%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$1.45M 11,592 – –
UBS Group
109
UBS Group
Switzerland
$1.41M 11,501 -114 -1%
SC
110
Scotia Capital
Ontario, Canada
$1.39M 11,334 -462 -4%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$1.35M 10,992 +15 +0.1%
Allianz Asset Management
112
Allianz Asset Management
Germany
$1.32M 10,777 -1,912 -15%
JCP
113
JB Capital Partners
New York
$1.24M 10,104 – –
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$1.24M 10,100 – –
Public Sector Pension Investment Board (PSP Investments)
115
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.23M 10,081 +1,070 +12%
FC
116
Financial Council
Maryland
$1.23M 10,000 – –
CSS
117
Cubist Systematic Strategies
Connecticut
$1.08M 8,830 +8,830 New
SIC
118
Schwartz Investment Counsel
Michigan
$919K 7,500 – –
Northern Trust
119
Northern Trust
Illinois
$894K 7,291 -5,210 -42%
AAM
120
Auxier Asset Management
Oregon
$873K 7,123 – –
SAM
121
Shell Asset Management
Netherlands
$846K 6,913 -1,808 -21%
CGH
122
Crossmark Global Holdings
Texas
$815K 6,650 -1,313 -16%
LPL Financial
123
LPL Financial
California
$780K 6,368 -398 -6%
TC
124
TownSquare Capital
Utah
$732K 5,976 +5,976 New
AWP
125
Accretive Wealth Partners
New Jersey
$731K 5,962 +182 +3%
3 4
5
6 7