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FirstService
FSV

Overview Fund Activity

272 hedge funds and large institutions have $5.16B invested in FirstService in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 21 closing their positions.

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
30
Increased
105
Reduced
98
Closed
21
Calls
$365K
Puts
$365K
Net Calls
–
Net Calls Change
+$4.36M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$171M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$424M
3
Invesco
3
Invesco
Georgia
$37.2M
4
DCP
4
Durable Capital Partners
Maryland
$503M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$148M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$315M
2
Morgan Stanley
2
Morgan Stanley
New York
$71.7M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$313M
4
Goldman Sachs
4
Goldman Sachs
New York
$32.5M
5
FAM
5
Fred Alger Management
New York
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGCP
151
Bristol Gate Capital Partners
Ontario, Canada
$853K +$346K +2,093 +68%
GC
152
Guggenheim Capital
Illinois
$845K +$845K +5,100 New
AMI
153
Amica Mutual Insurance
Rhode Island
$822K +$822K +4,956 New
FFA
154
Farther Finance Advisors
California
$794K -$656K -3,980 -45%
PP
155
PDT Partners
New York
$766K +$766K +4,620 New
Two Sigma Investments
156
Two Sigma Investments
New York
$756K -$3.11M -18,764 -80%
TC
157
TownSquare Capital
Utah
$745K -$124K -745 -14%
Creative Planning
158
Creative Planning
Kansas
$745K +$373K +2,252 +101%
VF
159
Virtu Financial
New York
$695K +$419K +2,528 +152%
VI
160
Versor Investments
New York
$690K +$690K +4,167 New
QWP
161
Quotient Wealth Partners
Texas
$682K -$248K -1,494 -27%
DP
162
Dearborn Partners
Illinois
$680K +$5.64K +34 +0.8%
Public Sector Pension Investment Board (PSP Investments)
163
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$647K -$642K -3,876 -50%
Stifel Financial
164
Stifel Financial
Missouri
$632K +$411K +2,478 +186%
NS
165
NBC Securities
Alabama
$619K -$40.1K -238 -6%
PCM
166
PenderFund Capital Management
British Columbia, Canada
$610K – – –
TW
167
TritonPoint Wealth
Maryland
$605K -$71.8K -400 -11%
AllianceBernstein
168
AllianceBernstein
Tennessee
$604K -$641K -3,866 -51%
UB
169
UMB Bank
Missouri
$599K – – –
AWM
170
Apollon Wealth Management
South Carolina
$595K -$260K -1,568 -30%
RJT
171
Raymond James Trust
Florida
$564K +$45.9K +277 +9%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$563K +$328K +1,976 +139%
First Trust Advisors
173
First Trust Advisors
Illinois
$517K +$517K +3,120 New
FFO
174
Fiduciary Family Office
Florida
$496K +$70.3K +424 +16%
DC
175
Davenport & Co
Virginia
$492K +$43.1K +260 +10%
5 6
7
8 9