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FirstService
FSV

Overview Fund Activity

216 hedge funds and large institutions have $4.49B invested in FirstService in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 11 closing their positions.

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
3.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
30
Increased
83
Reduced
68
Closed
11
Calls
$1.33M
Puts
$2.43M
Net Calls
-$1.11M
Net Calls Change
+$117K

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$34.2M
2
American Century Companies
2
American Century Companies
Missouri
$38.7M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$281M
4
QC
4
Quadrature Capital
United Kingdom
$14.9M
5
CW
5
Connectus Wealth
Ohio
$17.3M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$472M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$32.6M
3
Invesco
3
Invesco
Georgia
$5.83M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$76.3M
5
DCP
5
Durable Capital Partners
Maryland
$552M
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
101
Oppenheimer Asset Management
New York
$2.01M 14,249 +704 +5%
ACM
102
Advisors Capital Management
New Jersey
$2M 14,178 -113 -0.8%
Osaic Holdings
103
Osaic Holdings
Arizona
$2M 14,141 +377 +3%
Voloridge Investment Management
104
Voloridge Investment Management
Florida
$1.89M 13,436 +1,253 +10%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$1.89M 13,409 -7,127 -35%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$1.88M 13,354 +643 +5%
CPWMP
107
Cardinal Point Wealth Management Partners
California
$1.87M 13,236 -400 -3%
CPCM
108
Cardinal Point Capital Management
Ontario, Canada
$1.87M 13,236 -400 -3%
Allianz Asset Management
109
Allianz Asset Management
Germany
$1.82M 12,942 +2,165 +20%
SC
110
Scotia Capital
Ontario, Canada
$1.63M 11,607 +273 +2%
SIG
111
Sargent Investment Group
Maryland
$1.59M 11,275 +11,275 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$1.52M 10,770 -222 -2%
Public Sector Pension Investment Board (PSP Investments)
113
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.51M 10,748 +667 +7%
JCP
114
JB Capital Partners
New York
$1.42M 10,104 – –
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$1.42M 10,100 – –
UBS Group
116
UBS Group
Switzerland
$1.42M 10,082 -1,419 -12%
FC
117
Financial Council
Maryland
$1.41M 10,000 – –
HSBC Holdings
118
HSBC Holdings
United Kingdom
$1.3M 9,191 -4,794 -34%
Northern Trust
119
Northern Trust
Illinois
$1.23M 8,721 +1,430 +20%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$1.18M 8,400 -4,481 -35%
SIC
121
Schwartz Investment Counsel
Michigan
$1.06M 7,500 – –
AAM
122
Auxier Asset Management
Oregon
$969K 6,873 -250 -4%
SAM
123
Shell Asset Management
Netherlands
$966K 6,865 -48 -0.7%
LPL Financial
124
LPL Financial
California
$943K 6,685 +317 +5%
CGH
125
Crossmark Global Holdings
Texas
$894K 6,340 -310 -5%
3 4
5
6 7