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FirstService

310 hedge funds and large institutions have $5.53B invested in FirstService in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

9% more funds holding

Funds holding: 285310 (+25)

6% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 104

2% less capital invested

Capital invested by funds: $5.65B → $5.53B (-$114M)

1.96% less ownership

Funds ownership: 69.59%67.64% (-2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
310
Holders Change
+25
Holders Change %
+8.77%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
45
Increased
110
Reduced
104
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
126
Empowered Funds
Pennsylvania
$2.31M +$568K +3,037 +31%
UIM
127
USS Investment Management
United Kingdom
$2.3M -$1.27M -6,798 -34%
GIC
128
GFI Investment Counsel
Ontario, Canada
$2.26M
Creative Planning
129
Creative Planning
Kansas
$2.25M +$588K +3,147 +34%
AllianceBernstein
130
AllianceBernstein
Tennessee
$2.22M +$1.66M +8,881 +262%
SEI Investments
131
SEI Investments
Pennsylvania
$2.12M +$266K +1,425 +14%
BCI
132
Brinker Capital Investments
Pennsylvania
$2.12M +$2.18M +11,687 New
OPS
133
Orion Portfolio Solutions
Nebraska
$2.12M +$2.18M +11,687 New
NIM
134
Nexus Investment Management
Ontario, Canada
$2.08M
OAM
135
Oppenheimer Asset Management
New York
$2.01M -$164K -876 -7%
Citigroup
136
Citigroup
New York
$1.9M +$1.09M +5,810 +123%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$1.83M +$326K +1,742 +21%
JCP
138
JB Capital Partners
New York
$1.83M
FC
139
Financial Council
Maryland
$1.81M
AMI
140
Amica Mutual Insurance
Rhode Island
$1.79M
LPL Financial
141
LPL Financial
California
$1.76M +$88.1K +471 +5%
Korea Investment Corp
142
Korea Investment Corp
South Korea
$1.76M +$93.5K +500 +5%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$1.74M -$12.3K -66 -0.7%
SLAM
144
Swiss Life Asset Management
$1.73M +$1.79M +9,560 New
VLKIM
145
Van Lanschot Kempen Investment Management
Netherlands
$1.7M -$17.9K -96 -2%
QT
146
Quantbot Technologies
New York
$1.53M +$517K +2,766 +48%
AF
147
Aviso Financial
Ontario, Canada
$1.52M -$1.31K -7 -0.1%
PM
148
Pembroke Management
Quebec, Canada
$1.52M
ACM
149
Aquatic Capital Management
Illinois
$1.49M +$882K +4,719 +135%
PIM
150
Plato Investment Management
Australia
$1.44M