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FirstService
FSV

Overview Fund Activity

198 hedge funds and large institutions have $3.92B invested in FirstService in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 21 closing their positions.

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
27
Increased
72
Reduced
71
Closed
21
Calls
$1.42M
Puts
$2.65M
Net Calls
-$1.23M
Net Calls Change
-$583K

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$228M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.8M
3
Franklin Resources
3
Franklin Resources
California
$31.5M
4
UCFA
4
United Capital Financial Advisors
Texas
$28.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$47.2M
3
Capital World Investors
3
Capital World Investors
California
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$17.9M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$478M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$34.2K 279 -160 -36%
BEI
177
Benjamin Edwards Inc
Missouri
$28K 225 +1 +0.4%
NA
178
NewEdge Advisors
Louisiana
$25.3K 207 +207 New
AF
179
Advisornet Financial
Minnesota
$21.2K 173 +173 New
IA
180
IFP Advisors
Florida
$19K 50 -7 -12%
S
181
SignatureFD
Georgia
$18.6K 152 +1 +0.7%
Dimensional Fund Advisors
182
Dimensional Fund Advisors
Texas
$18.5K 150,806 +4,250 +3%
HI
183
Harbour Investments
Wisconsin
$18.3K 149 – –
WT
184
Whittier Trust
California
$14.1K 115 – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$11K 89 +89 New
Optiver Holding
186
Optiver Holding
Netherlands
$10K 84 +57 +211%
IHWM
187
Iron Horse Wealth Management
Iowa
$7K 56 +56 New
BLC
188
Brown, Lisle/Cummings
Rhode Island
$6.13K 50 – –
AAP
189
Arax Advisory Partners
Colorado
$5.88K 48 – –
PP
190
Pacifica Partners
Canada
$4.89K 40 – –
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$4.29K 35 +35 New
MWC
192
MBM Wealth Consultants
Missouri
$3K 23 +23 New
QCG
193
Quadrant Capital Group
Ohio
$2.33K 19 – –
HGWM
194
Harvest Group Wealth Management
Massachusetts
$1.84K 15 +15 New
JWA
195
JFS Wealth Advisors
Pennsylvania
$1.59K 13 +3 +30%
SC
196
Schubert & Co
Texas
$858 7 – –
LFG
197
Larson Financial Group
Missouri
$858 7 +7 New
TWD
198
True Wealth Design
Ohio
$123 1 +1 New
T. Rowe Price Associates
199
T. Rowe Price Associates
Maryland
– – -1,799,011 Closed
Capital World Investors
200
Capital World Investors
California
– – -200,000 Closed
5 6 7
8
9