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FirstService

197 hedge funds and large institutions have $5.74B invested in FirstService in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 75 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more capital invested

Capital invested by funds: $5.3B → $5.74B (+$438M)

6% more funds holding

Funds holding: 185197 (+12)

1.46% more ownership

Funds ownership: 69.6%71.06% (+1.5%)

12% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 75

Holders
197
Holders Change
+12
Holders Change %
+6.49%
% of All Funds
3.45%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
21
Increased
66
Reduced
75
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
126
AMP Capital Investors
Australia
$1.15M -$27.7K -150 -2%
PP
127
PDT Partners
New York
$1.12M -$34.2K -185 -3%
AI
128
Atria Investments
North Carolina
$1.08M -$7.77K -42 -0.7%
AWP
129
Accretive Wealth Partners
New Jersey
$1.06M +$17.2K +93 +2%
AWAG
130
ARS Wealth Advisors Group
Florida
$1.05M +$1.08M +5,835 New
SFI
131
Susquehanna Fundamental Investments
Pennsylvania
$1.05M +$1.07M +5,800 New
WBC
132
Westpac Banking Corp
Australia
$1M
DZ Bank
133
DZ Bank
Germany
$982K +$1M +5,434 New
MGWM
134
Marks Group Wealth Management
Minnesota
$853K +$866K +4,681 New
GT
135
Glenmede Trust
Pennsylvania
$809K -$6.47K -35 -0.8%
LPL Financial
136
LPL Financial
California
$787K +$152K +822 +23%
KCM
137
Kornitzer Capital Management
Kansas
$756K
ACM
138
Argent Capital Management
Missouri
$747K -$4.62K -25 -0.6%
CCIA
139
Campbell & Co Investment Adviser
Maryland
$722K +$222K +1,200 +43%
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$696K +$423K +2,286 +146%
Millennium Management
141
Millennium Management
New York
$660K -$837K -4,527 -55%
Man Group
142
Man Group
United Kingdom
$615K +$37K +200 +6%
OWM
143
Orgel Wealth Management
Wisconsin
$595K
RWM
144
Ritholtz Wealth Management
New York
$590K +$128K +691 +27%
TC
145
Tacita Capital
Ontario, Canada
$573K -$12K -65 -2%
PCM
146
PenderFund Capital Management
British Columbia, Canada
$573K
HC
147
Henshaw Capital
Massachusetts
$570K
Russell Investments Group
148
Russell Investments Group
United Kingdom
$569K -$845K -4,571 -59%
CAM
149
Claret Asset Management
Quebec, Canada
$561K -$7.4K -40 -1%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$558K +$571K +3,090 New