FSV icon

FirstService
FSV

Overview Fund Activity

216 hedge funds and large institutions have $4.49B invested in FirstService in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 11 closing their positions.

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
3.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
30
Increased
83
Reduced
68
Closed
11
Calls
$1.33M
Puts
$2.43M
Net Calls
-$1.11M
Net Calls Change
+$117K

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$34.2M
2
American Century Companies
2
American Century Companies
Missouri
$38.7M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$281M
4
QC
4
Quadrature Capital
United Kingdom
$14.9M
5
CW
5
Connectus Wealth
Ohio
$17.3M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$472M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$32.6M
3
Invesco
3
Invesco
Georgia
$5.83M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$76.3M
5
DCP
5
Durable Capital Partners
Maryland
$552M
Name Market Value Shares Shares
Change 		Shares
Change %
LNWWM
151
Laird Norton Wetherby Wealth Management
California
$393K 2,784 – –
BGCP
152
Bristol Gate Capital Partners
Ontario, Canada
$392K 2,785 -2,924 -51%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$392K 2,778 +659 +31%
SPIA
154
Steward Partners Investment Advisory
New York
$368K 2,607 +1 +0%
KCM
155
Kornitzer Capital Management
Kansas
$359K 2,545 – –
FA
156
FDx Advisors
Illinois
$335K 2,731 – –
DI
157
DFPG Investments
Utah
$331K 2,347 +288 +14%
YMRC
158
Yorktown Management & Research Company
Virginia
$324K 2,300 – –
CS
159
Candriam SCA
Luxembourg
$313K 2,415 – –
DP
160
Dearborn Partners
Illinois
$306K 2,170 +36 +2%
FTDI
161
First Trust Direct Indexing
Massachusetts
$290K 2,060 -15 -0.7%
LA
162
Lindenwold Advisors
Pennsylvania
$289K 2,047 +40 +2%
NAM
163
NorthCrest Asset Manangement
Minnesota
$279K 1,976 +1,976 New
Barclays
164
Barclays
United Kingdom
$250K 1,771 +1,124 +174%
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$250K 1,779 +753 +73%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$241K 1,713 -130 -7%
FBT
167
First Bank & Trust
South Dakota
$234K 1,663 +1,663 New
Cerity Partners
168
Cerity Partners
New York
$233K 1,651 +1,651 New
VF
169
Virtu Financial
New York
$227K 1,612 +1,612 New
SW
170
SVB Wealth
Massachusetts
$221K 1,565 -249 -14%
MIM
171
Marco Investment Management
Georgia
$213K 1,510 +1,510 New
Acadian Asset Management
172
Acadian Asset Management
Massachusetts
$182K 1,300 +1,300 New
Skandinaviska Enskilda Banken (SEB)
173
Skandinaviska Enskilda Banken (SEB)
Sweden
$148K 1,052 +128 +14%
PA
174
Parallel Advisors
California
$134K 948 +16 +2%
DZ Bank
175
DZ Bank
Germany
$123K 871 – –
5 6
7
8 9