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FirstService
FSV

Overview Fund Activity

264 hedge funds and large institutions have $5.07B invested in FirstService in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 103 increasing their positions, 85 reducing their positions, and 13 closing their positions.

Holders
264
Holders Change
+27
Holders Change %
+11.39%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
41
Increased
103
Reduced
85
Closed
13
Calls
$227K
Puts
$4.58M
Net Calls
-$4.36M
Net Calls Change
-$4.73M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Goldman Sachs
2
Goldman Sachs
New York
$54.8M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$38.3M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$81.7M
5
Millennium Management
5
Millennium Management
New York
$16M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$347M
2
Franklin Resources
2
Franklin Resources
California
$2.98M
3
DCP
3
Durable Capital Partners
Maryland
$463M
4
FAM
4
Fred Alger Management
New York
$176M
5
UCFA
5
United Capital Financial Advisors
Texas
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
101
Advisors Capital Management
New Jersey
$3.01M 18,582 +18,582 New
Franklin Resources
102
Franklin Resources
California
$2.98M 18,384 -246,114 -93%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$2.92M 17,922 +3,080 +21%
PCIA
104
Prime Capital Investment Advisors
Kansas
$2.87M 17,692 +17,692 New
Russell Investments Group
105
Russell Investments Group
United Kingdom
$2.76M 16,948 -3,897 -19%
Axa
106
Axa
France
$2.59M 15,977 +15 +0.1%
BFS
107
Bradley Foster & Sargent
Connecticut
$2.51M 15,483 – –
VLKIM
108
Van Lanschot Kempen Investment Management
Netherlands
$2.45M 8,658 -1,529 -15%
OPS
109
Orion Portfolio Solutions
Nebraska
$2.44M 15,142 +2,342 +18%
BCI
110
Brinker Capital Investments
Pennsylvania
$2.44M 15,142 +2,342 +18%
CSS
111
Cubist Systematic Strategies
Connecticut
$2.44M 15,035 +1,347 +10%
UIM
112
USS Investment Management
United Kingdom
$2.39M 14,754 +123 +0.8%
GIC
113
GFI Investment Counsel
Ontario, Canada
$2.26M 13,950 -15,800 -53%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$2M 12,334 +7,160 +138%
FDP
115
Financiere des Professionnels
Quebec, Canada
$1.97M 12,126 -1,946 -14%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.93M 11,739 +6,698 +133%
OAM
117
Oppenheimer Asset Management
New York
$1.91M 11,782 -932 -7%
KWM
118
Keebeck Wealth Management
Illinois
$1.81M 11,176 +1,078 +11%
Northern Trust
119
Northern Trust
Illinois
$1.8M 11,090 +622 +6%
SC
120
Scotia Capital
Ontario, Canada
$1.79M 11,049 +81 +0.7%
Korea Investment Corp
121
Korea Investment Corp
South Korea
$1.74M 10,671 +305 +3%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$1.65M 10,194 -37 -0.4%
JCP
123
JB Capital Partners
New York
$1.64M 10,104 – –
CGH
124
Crossmark Global Holdings
Texas
$1.63M 10,062 +1,134 +13%
KLC
125
Knowledge Leaders Capital
Colorado
$1.62M 9,980 -320 -3%
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