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FirstService
131 hedge funds and large institutions have $2.03B invested in FirstService in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
16% more capital invested
Capital invested by funds: $1.75B → $2.03B (+$287M)
7% more funds holding
Funds holding: 122 → 131 (+9)
3.01% more ownership
Funds ownership: 66.23% → 69.24% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 46
Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
42
Reduced
46
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCG
126
Private Capital Group
West Hartford,
Connecticut
| $25K | – | – | – |
|
|
SWM
127
SeaCrest Wealth Management
Purchase,
New York
| $19K | -$83 | -1 | -0.4% |
|
|
EFSCE
128
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $16K | – | – | – |
|
|
FHA
129
Flagship Harbor Advisors
Boston,
Massachusetts
| $8K | – | – | – |
|
|
PCM
130
Peregrine Capital Management
Minneapolis,
Minnesota
| $6K | – | – | – |
|
131
AllianceBernstein
Nashville,
Tennessee
| – | -$3.31M | -43,500 | Closed |
|
132
Envestnet Asset Management
Chicago,
Illinois
| – | -$550K | -7,227 | Closed |
|
|
GCC
133
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| – | -$274K | -3,600 | Closed |
|
|
PFA
134
Pathway Financial Advisors
South Burlington,
Vermont
| – | -$76K | -1,000 | Closed |
|
|
S
135
SignatureFD
Atlanta,
Georgia
| – | -$12K | -163 | Closed |
|
|
FGAM
136
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$6.14K | -74 | -93% |
|
137
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -13 | Closed |
|