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FirstService

180 hedge funds and large institutions have $4.61B invested in FirstService in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

48% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 52

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

12% more capital invested

Capital invested by funds: $4.12B → $4.61B (+$482M)

6% more funds holding

Funds holding: 170180 (+10)

1.57% more ownership

Funds ownership: 68.16%69.73% (+1.6%)

Holders
180
Holders Change
+10
Holders Change %
+5.88%
% of All Funds
3.16%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
27
Increased
77
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
151
Financial Architects (New Jersey)
New Jersey
$239K +$235K +1,613 New
IAM
152
Iridian Asset Management
Connecticut
$234K +$230K +1,581 New
Man Group
153
Man Group
United Kingdom
$223K +$218K +1,500 New
MIM
154
Marco Investment Management
Georgia
$219K -$43.7K -300 -17%
BONST
155
Bank of Nova Scotia Trust
Ontario, Canada
$213K +$209K +1,436 New
RWM
156
Ritholtz Wealth Management
New York
$210K +$206K +1,417 New
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$114K
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.2K -$2.18K -15 -2%
FMP
159
Financial Management Professionals
Texas
$81K +$1.31K +9 +2%
Ensign Peak Advisors
160
Ensign Peak Advisors
Utah
$74K +$72.8K +500 New
GIBU
161
Gulf International Bank (UK)
United Kingdom
$72K -$14.6K -100 -17%
TRCT
162
Tower Research Capital (TRC)
New York
$57K -$66.6K -457 -55%
MAM
163
Meeder Asset Management
Ohio
$51K +$50.2K +345 New
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$49K +$5.24K +36 +12%
AII
165
AGF Investments Inc
Ontario, Canada
$28K +$27.7K +190 New
Lazard Asset Management
166
Lazard Asset Management
New York
$27K
EVM
167
Eaton Vance Management
Massachusetts
$25K +$24.3K +167 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$23K
HI
169
Harbour Investments
Wisconsin
$22K +$21.4K +147 New
S
170
SignatureFD
Georgia
$21K -$1.17K -8 -5%
PCG
171
Private Capital Group
Connecticut
$17K
FF
172
FourThought Financial
Florida
$12K
EW
173
Evoke Wealth
California
$11K
FHA
174
First Horizon Advisors
Tennessee
$7K
MFM
175
MD Financial Management
Ontario, Canada
$4K +$4.37K +30 New