We are live on ! Find out more
FSV icon

FirstService

185 hedge funds and large institutions have $5.3B invested in FirstService in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $4.61B → $5.3B (+$697M)

3% more funds holding

Funds holding: 180185 (+5)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

0.13% less ownership

Funds ownership: 69.73%69.6% (-0.13%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
185
Holders Change
+5
Holders Change %
+2.78%
% of All Funds
3.22%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
18
Increased
68
Reduced
68
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
126
Barclays
United Kingdom
$1.04M +$268K +1,636 +37%
AI
127
Atria Investments
North Carolina
$1.03M +$986K +6,010 New
AWA
128
ARS Wealth Advisors
Florida
$999K +$957K +5,835 New
AWP
129
Accretive Wealth Partners
New Jersey
$991K +$49.4K +301 +5%
SLAM
130
Swiss Life Asset Management
$960K -$106K -647 -10%
Two Sigma Advisers
131
Two Sigma Advisers
New York
$951K +$632K +3,851 +227%
AllianceBernstein
132
AllianceBernstein
Tennessee
$917K +$198K +1,204 +29%
GT
133
Glenmede Trust
Pennsylvania
$774K -$18.1K -110 -2%
WBC
134
Westpac Banking Corp
Australia
$750K +$717K +4,367 New
KCM
135
Kornitzer Capital Management
Kansas
$718K
ACM
136
Argent Capital Management
Missouri
$713K -$208K -1,270 -23%
LPL Financial
137
LPL Financial
California
$606K +$166K +1,014 +40%
OWM
138
Orgel Wealth Management
Wisconsin
$565K
TC
139
Tacita Capital
Ontario, Canada
$558K -$289K -1,760 -35%
Man Group
140
Man Group
United Kingdom
$549K +$279K +1,700 +113%
HC
141
Henshaw Capital
Massachusetts
$541K
CAM
142
Claret Asset Management
Quebec, Canada
$539K -$154K -938 -23%
AII
143
AGF Investments Inc
Ontario, Canada
$539K +$484K +2,951 +1,553%
PCM
144
PenderFund Capital Management
British Columbia, Canada
$532K +$65.6K +400 +19%
CF
145
Centaurus Financial
California
$507K
TIM
146
Thompson Investment Management
Wisconsin
$499K
MCG
147
MACRO Consulting Group
New Jersey
$487K -$4.43K -27 -0.9%
LNWWM
148
Laird Norton Wetherby Wealth Management
California
$480K
CCIA
149
Campbell & Co Investment Adviser
Maryland
$480K +$459K +2,800 New
US Bancorp
150
US Bancorp
Minnesota
$455K -$2.63K -16 -0.6%