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FirstService
FSV

236 hedge funds and large institutions have $4.86B invested in FirstService in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

52% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 63

9% more funds holding

Funds holding: 216 → 236 (+20)

8% more capital invested

Capital invested by funds: $4.49B → $4.86B (+$365M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.89% less ownership

Funds ownership: 71.56% → 70.67% (-0.89%)

11% less call options, than puts

Call options by funds: $786K | Put options by funds: $887K

Holders
236
Holders Change
+20
Holders Change %
+9.26%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
39
Increased
96
Reduced
63
Closed
16
Calls
$786K
Puts
$887K
Net Calls
-$101K
Net Calls Change
+$1.01M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$29.2M
2
American Century Companies
American Century Companies
Missouri
+$22.4M
3
QC
Quadrature Capital
United Kingdom
+$10.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.64M
5
Millennium Management
Millennium Management
New York
+$8.5M

Top Sellers

1
DCP
Durable Capital Partners
Maryland
-$83.8M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$67.3M
3
Ameriprise
Ameriprise
Minnesota
-$24.5M
4
FAM
Fred Alger Management
New York
-$15M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSV
101
MN Services Vermogensbeheer
Netherlands
$2.99M – – –
AM
102
AGF Management
Ontario, Canada
$2.99M +$2.82M +19,413 New
PAMS
103
Pictet Asset Management (Switzerland)
Switzerland
$2.84M +$173K +1,192 +7%
Amundi
104
Amundi
France
$2.76M -$3.43M -23,622 -57%
Axa
105
Axa
France
$2.46M +$2.18K +15 +0.1%
BFS
106
Bradley Foster & Sargent
Connecticut
$2.39M – – –
Allianz Asset Management
107
Allianz Asset Management
Germany
$2.37M +$357K +2,459 +19%
ACM
108
Aubrey Capital Management
United Kingdom
$2.37M +$2.24M +15,400 New
UIM
109
USS Investment Management
United Kingdom
$2.22M +$2.1M +14,413 New
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$2.21M +$143K +981 +7%
ACM
111
Advisors Capital Management
New Jersey
$2.18M -$1.89K -13 -0.1%
SIG
112
Sargent Investment Group
Maryland
$2.14M +$382K +2,629 +23%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$2.09M +$630K +4,334 +47%
BCI
114
Brinker Capital Investments
Pennsylvania
$2.09M +$1.97M +13,537 New
OPS
115
Orion Portfolio Solutions
Nebraska
$2.09M +$1.97M +13,537 New
OAM
116
Oppenheimer Asset Management
New York
$2.09M -$104K -714 -5%
CPCM
117
Cardinal Point Capital Management
Ontario, Canada
$2.04M – – –
BRC
118
Bishop Rock Capital
New York
$1.99M +$1.04M +7,188 +125%
Osaic Holdings
119
Osaic Holdings
Arizona
$1.93M -$233K -1,600 -11%
UBS Group
120
UBS Group
Switzerland
$1.88M +$312K +2,145 +21%
SC
121
Scotia Capital
Ontario, Canada
$1.74M -$44.8K -308 -3%
Two Sigma Advisers
122
Two Sigma Advisers
New York
$1.68M +$1.59M +10,908 New
Korea Investment Corp
123
Korea Investment Corp
South Korea
$1.64M -$400K -2,749 -21%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.6M -$60.6K -417 -4%
JCP
125
JB Capital Partners
New York
$1.56M – – –
3 4
5
6 7

FSV Hedge Fund Activity: Q2 2023 in Review

236 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FirstService (FSV) for Q2 2023, worth a combined $4.86B — up 8.1% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FSV positions and 16 closed out — a net gain of 23 holders — while 96 added to existing stakes and 63 trimmed.

The largest buyer was Fidelity International, adding an estimated $29.2M. The largest seller was Durable Capital Partners, cutting an estimated $83.8M.

  • 236 institutional investors held FirstService (FSV) as of Q2 2023, up from 216 in Q1 2023.
  • Funds reported $4.86B of FirstService stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 39 funds opened new FirstService positions in Q2 2023 and 16 closed out, a net change of +23 holders.
  • The largest FirstService buyer in Q2 2023 was Fidelity International, an estimated $29.2M added.
  • The largest FirstService seller in Q2 2023 was Durable Capital Partners, an estimated $83.8M sold.

Based on aggregated 13F filings for Q2 2023.