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FirstService
FSV

170 hedge funds and large institutions have $4.12B invested in FirstService in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 65 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

13% more funds holding

Funds holding: 151 → 170 (+19)

1% less capital invested

Capital invested by funds: $4.17B → $4.12B (-$44.2M)

2.78% less ownership

Funds ownership: 70.94% → 68.16% (-2.8%)

12% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 65

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
170
Holders Change
+19
Holders Change %
+12.58%
% of All Funds
3.01%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
32
Increased
57
Reduced
65
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$69.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$40.1M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$16.3M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$15.3M
5
Legal & General Group
Legal & General Group
United Kingdom
+$12.4M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$210M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$30M
3
Morgan Stanley
Morgan Stanley
New York
-$23M
4
OCAM
Onex Canada Asset Management
Ontario, Canada
-$22.1M
5
American Century Companies
American Century Companies
Missouri
-$18.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
APG Asset Management
176
APG Asset Management
Netherlands
– -$976K -8,700 Closed
GCAC
177
Guardian Capital Advisors (Canada)
Ontario, Canada
– -$251K -1,872 Closed
MWNA
178
Marshall Wace North America
New York
– -$229K -1,746 Closed
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
– -$17K -130 Closed
ZB
180
Zions Bancorporation
Utah
– -$7K -52 Closed
NNP
181
Nachman Norwood & Parrott
South Carolina
– -$4K -27 Closed
APA
182
American Portfolios Advisors
New York
– -$3.03K -23 Closed
4 5 6 7
8

FSV Hedge Fund Activity: Q4 2020 in Review

170 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FirstService (FSV) for Q4 2020, worth a combined $4.12B — down 1.1% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FSV positions and 12 closed out — a net gain of 20 holders — while 57 added to existing stakes and 65 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $69.4M. The largest seller was Mackenzie Financial, cutting an estimated $210M.

  • 170 institutional investors held FirstService (FSV) as of Q4 2020, up from 151 in Q3 2020.
  • Funds reported $4.12B of FirstService stock for Q4 2020, down 1.1% quarter-over-quarter.
  • 32 funds opened new FirstService positions in Q4 2020 and 12 closed out, a net change of +20 holders.
  • The largest FirstService buyer in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $69.4M added.
  • The largest FirstService seller in Q4 2020 was Mackenzie Financial, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2020.