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FirstService
FSV

Overview Fund Activity

216 hedge funds and large institutions have $4.49B invested in FirstService in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 11 closing their positions.

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
3.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
30
Increased
83
Reduced
68
Closed
11
Calls
$1.33M
Puts
$2.43M
Net Calls
-$1.11M
Net Calls Change
+$117K

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$34.2M
2
American Century Companies
2
American Century Companies
Missouri
$38.7M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$281M
4
QC
4
Quadrature Capital
United Kingdom
$14.9M
5
CW
5
Connectus Wealth
Ohio
$17.3M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$472M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$32.6M
3
Invesco
3
Invesco
Georgia
$5.83M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$76.3M
5
DCP
5
Durable Capital Partners
Maryland
$552M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$119K 844 -35 -4%
ACM
177
Aquatic Capital Management
Illinois
$113K 800 -1,800 -69%
SGA
178
Seaport Global Advisors
Massachusetts
$108K 767 +767 New
Lazard Asset Management
179
Lazard Asset Management
New York
$93K 663 +663 New
GIS
180
Grayhawk Investment Strategies
Alberta, Canada
$79K 416 +302 +265%
TWM
181
Tradition Wealth Management
Minnesota
$69K 488 – –
FMP
182
Financial Management Professionals
Texas
$67K 474 – –
SOW
183
State of Wyoming
Wyoming
$64.2K 455 +455 New
GIA
184
GHP Investment Advisors
Colorado
$58.6K 416 +1 +0.2%
GRP
185
Global Retirement Partners
California
$51.3K 351 +70 +25%
GIBU
186
Gulf International Bank (UK)
United Kingdom
$49K 350 – –
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$47.5K 337 -22 -6%
TRCT
188
Tower Research Capital (TRC)
New York
$44K 314 -499 -61%
FHA
189
First Horizon Advisors
Tennessee
$43.1K 306 +27 +10%
TC
190
Tacita Capital
Ontario, Canada
$41K 290 – –
Simplex Trading
191
Simplex Trading
Illinois
$39K 277 +277 New
BEI
192
Benjamin Edwards Inc
Missouri
$32K 226 +1 +0.4%
S
193
SignatureFD
Georgia
$30.5K 216 +64 +42%
ETC
194
Exchange Traded Concepts
Oklahoma
$23.4K 166 +166 New
HI
195
Harbour Investments
Wisconsin
$21K 149 – –
AF
196
Advisornet Financial
Minnesota
$20K 142 -31 -18%
WT
197
Whittier Trust
California
$16.2K 115 – –
CFB
198
Cullen/Frost Bankers
Texas
$11.8K 84 +84 New
AF
199
Allworth Financial
California
$8.32K 59 +59 New
IHWM
200
Iron Horse Wealth Management
Iowa
$7.9K 56 – –
6 7
8
9 10