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FirstService

237 hedge funds and large institutions have $4.57B invested in FirstService in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.78%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
23
Increased
95
Reduced
80
Closed
20
Calls
$393K
Puts
$15K
Net Calls
+$378K
Net Calls Change
+$479K
Name Holding Trade Value Shares
Change
Shares
Change %
EF
151
Empowered Funds
Pennsylvania
$631K +$15.3K +105 +2%
Citadel Advisors
152
Citadel Advisors
Florida
$606K -$3.75M -25,757 -86%
NS
153
NBC Securities
Alabama
$582K +$582K +4,002 New
QT
154
Quantbot Technologies
New York
$573K -$200K -1,371 -26%
AIM
155
Achmea Investment Management
Netherlands
$559K
PCM
156
PenderFund Capital Management
British Columbia, Canada
$537K
UB
157
UMB Bank
Missouri
$525K
BGCP
158
Bristol Gate Capital Partners
Ontario, Canada
$488K +$80.7K +552 +20%
OWM
159
Orgel Wealth Management
Wisconsin
$479K
RJT
160
Raymond James Trust
Florida
$452K -$146 -1 -0%
DC
161
Davenport & Co
Virginia
$452K -$190K -1,303 -30%
LNWWM
162
Laird Norton Wetherby Wealth Management
California
$414K +$4.66K +32 +1%
HighTower Advisors
163
HighTower Advisors
Illinois
$410K +$410K +2,817 New
CF
164
Centaurus Financial
California
$408K -$291 -2 -0.1%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$388K +$388K +2,664 New
DP
166
Dearborn Partners
Illinois
$382K +$382K +2,624 New
SPIA
167
Steward Partners Investment Advisory
New York
$380K +$146 +1 +0%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$380K +$80.4K +553 +27%
APWM
169
Argonautica Private Wealth Management
Massachusetts
$373K +$3.35K +23 +0.9%
FTDI
170
First Trust Direct Indexing
Massachusetts
$370K +$57.6K +396 +18%
DI
171
DFPG Investments
Utah
$367K -$16.3K -113 -4%
RhumbLine Advisers
172
RhumbLine Advisers
Massachusetts
$367K +$5.68K +39 +2%
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$367K +$10.2K +70 +3%
KCM
174
Kornitzer Capital Management
Kansas
$345K
TIM
175
Thompson Investment Management
Wisconsin
$341K