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FirstService

197 hedge funds and large institutions have $5.74B invested in FirstService in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 75 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more capital invested

Capital invested by funds: $5.3B → $5.74B (+$438M)

6% more funds holding

Funds holding: 185197 (+12)

1.46% more ownership

Funds ownership: 69.6%71.06% (+1.5%)

12% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 75

Holders
197
Holders Change
+12
Holders Change %
+6.49%
% of All Funds
3.45%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
21
Increased
66
Reduced
75
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
176
Gulf International Bank (UK)
United Kingdom
$63K -$25.9K -140 -29%
MAM
177
Meeder Asset Management
Ohio
$62K
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$59K -$185 -1 -0.3%
Mitsubishi UFJ Trust & Banking
179
Mitsubishi UFJ Trust & Banking
Japan
$58K
Citigroup
180
Citigroup
New York
$30K -$83.2K -450 -73%
Lazard Asset Management
181
Lazard Asset Management
New York
$29K -$3.14K -17 -9%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$28K
HI
183
Harbour Investments
Wisconsin
$27K
S
184
SignatureFD
Georgia
$26K
Optiver Holding
185
Optiver Holding
Netherlands
$23K +$12.8K +69 +113%
PCG
186
Private Capital Group
Connecticut
$21K
TRCT
187
Tower Research Capital (TRC)
New York
$19K -$61.9K -335 -76%
DOA
188
D'Orazio & Associates
Virginia
$19K +$19K +103 New
FF
189
FourThought Financial
Florida
$14K
EW
190
Evoke Wealth
California
$12K
FHA
191
First Horizon Advisors
Tennessee
$9K
GRP
192
Global Retirement Partners
California
$5K +$4.99K +27 New
IHWM
193
Iron Horse Wealth Management
Iowa
$4K +$2.4K +13 +186%
APA
194
American Portfolios Advisors
New York
$3.25K
QCG
195
Quadrant Capital Group
Ohio
$3K
AAP
196
Arax Advisory Partners
Colorado
$1K +$740 +4 New
BGC
197
Beutel, Goodman & Co
Ontario, Canada
-$31.7M -185,225 Closed
UBS AM
198
UBS AM
Illinois
-$30.5M -177,469 Closed
EVM
199
Eaton Vance Management
Massachusetts
-$6.13M -35,810 Closed
BBVA
200
Banco Bilbao Vizcaya Argentaria
Spain
-$1.11M -6,478 Closed