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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
Chevy Chase Trust
151
Chevy Chase Trust
Maryland
$1.36M -$140K -750 -9%
SIC
152
Schwartz Investment Counsel
Michigan
$1.36M
BONST
153
Bank of Nova Scotia Trust
Ontario, Canada
$1.32M -$26.5K -142 -2%
BFS
154
Bradley Foster & Sargent
Connecticut
$1.31M
CCIA
155
Campbell & Co Investment Adviser
Maryland
$1.31M +$1.35M +7,227 New
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$1.29M -$2.24K -12 -0.2%
SSA
157
Schonfeld Strategic Advisors
New York
$1.27M -$337K -1,800 -20%
AAM
158
Auxier Asset Management
Oregon
$1.24M
PMWMG
159
Parr McKnight Wealth Management Group
Minnesota
$1.21M +$1.25M +6,690 New
BGCP
160
Bristol Gate Capital Partners
Ontario, Canada
$1.2M +$92.9K +497 +8%
PFSRSONJ
161
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.14M +$1.17M +6,277 New
GIM
162
Granahan Investment Management
Massachusetts
$1.13M +$1.17M +6,241 New
AWP
163
Accretive Wealth Partners
New Jersey
$1.12M -$5.24K -28 -0.5%
DekaBank Deutsche Girozentrale
164
DekaBank Deutsche Girozentrale
Germany
$1.11M
EI
165
EAM Investors
California
$1.04M +$1.07M +5,749 New
Allianz Asset Management
166
Allianz Asset Management
Germany
$1.03M +$3.55K +19 +0.3%
CSS
167
Cubist Systematic Strategies
Connecticut
$1.01M -$4M -21,409 -79%
JSSH
168
J. Safra Sarasin Holding
$1M -$236K -1,262 -19%
GT
169
Glenmede Trust
Pennsylvania
$998K -$64.5K -345 -6%
Two Sigma Investments
170
Two Sigma Investments
New York
$974K +$639K +3,416 +174%
FDP
171
Financiere des Professionnels
Quebec, Canada
$939K -$1.09M -5,819 -53%
DC
172
Davenport & Co
Virginia
$918K +$414K +2,217 +78%
AAS
173
Avantax Advisory Services
Texas
$885K -$47.7K -255 -5%
N
174
Numerai
California
$818K +$380K +2,033 +82%
CGH
175
Crossmark Global Holdings
Texas
$796K -$273K -1,459 -25%