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FirstService
FSV

Overview Fund Activity

198 hedge funds and large institutions have $3.92B invested in FirstService in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 21 closing their positions.

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
27
Increased
72
Reduced
71
Closed
21
Calls
$1.42M
Puts
$2.65M
Net Calls
-$1.23M
Net Calls Change
-$583K

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$228M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.8M
3
Franklin Resources
3
Franklin Resources
California
$31.5M
4
UCFA
4
United Capital Financial Advisors
Texas
$28.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$47.2M
3
Capital World Investors
3
Capital World Investors
California
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$17.9M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$478M
Name Market Value Shares Shares
Change 		Shares
Change %
BRC
126
Bishop Rock Capital
New York
$718K 5,860 -14,027 -71%
BGCP
127
Bristol Gate Capital Partners
Ontario, Canada
$699K 5,709 -1,107 -16%
Man Group
128
Man Group
United Kingdom
$624K 5,100 +3,100 +155%
GT
129
Glenmede Trust
Pennsylvania
$611K 4,989 -55 -1%
BONST
130
Bank of Nova Scotia Trust
Ontario, Canada
$562K 4,584 +1,540 +51%
Jennison Associates
131
Jennison Associates
New York
$521K 4,258 -1,366 -24%
PM
132
Pembroke Management
Quebec, Canada
$499K 3,011 +1,128 +60%
AllianceBernstein
133
AllianceBernstein
Tennessee
$493K 4,020 +645 +19%
PI
134
PEAK6 Investments
Illinois
$480K 3,918 +1,318 +51%
DekaBank Deutsche Girozentrale
135
DekaBank Deutsche Girozentrale
Germany
$479K 3,868 -1,789 -32%
QT
136
Quantbot Technologies
New York
$449K 3,667 +3,667 New
UB
137
UMB Bank
Missouri
$442K 3,610 -2,770 -43%
OWM
138
Orgel Wealth Management
Wisconsin
$403K 3,290 – –
RJT
139
Raymond James Trust
Florida
$376K 3,069 -615 -17%
PTC
140
Petrus Trust Company
Texas
$367K 2,996 +2,996 New
CF
141
Centaurus Financial
California
$349K 2,849 -163 -5%
TIM
142
Thompson Investment Management
Wisconsin
$345K 2,815 – –
LNWWM
143
Laird Norton Wetherby Wealth Management
California
$341K 2,784 – –
FA
144
FDx Advisors
Illinois
$335K 2,731 +2,731 New
SPIA
145
Steward Partners Investment Advisory
New York
$319K 2,606 +1 +0%
ACM
146
Aquatic Capital Management
Illinois
$319K 2,600 +2,300 +767%
CAN
147
Cetera Advisor Networks
California
$317K 2,584 +2,584 New
KCM
148
Kornitzer Capital Management
Kansas
$312K 2,545 – –
CS
149
Candriam SCA
Luxembourg
$296K 2,415 +2,415 New
FRAF
150
Första AP-fonden
Sweden
$294K 2,400 +1,300 +118%
4 5
6
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