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FirstService
FSV

Overview Fund Activity

264 hedge funds and large institutions have $5.07B invested in FirstService in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 103 increasing their positions, 85 reducing their positions, and 13 closing their positions.

Holders
264
Holders Change
+27
Holders Change %
+11.39%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
41
Increased
103
Reduced
85
Closed
13
Calls
$227K
Puts
$4.58M
Net Calls
-$4.36M
Net Calls Change
-$4.73M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Goldman Sachs
2
Goldman Sachs
New York
$54.8M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$38.3M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$81.7M
5
Millennium Management
5
Millennium Management
New York
$16M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$347M
2
Franklin Resources
2
Franklin Resources
California
$2.98M
3
DCP
3
Durable Capital Partners
Maryland
$463M
4
FAM
4
Fred Alger Management
New York
$176M
5
UCFA
5
United Capital Financial Advisors
Texas
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
176
HighTower Advisors
Illinois
$457K 2,819 +2 +0.1%
DI
177
DFPG Investments
Utah
$449K 2,843 +288 +11%
KPWS
178
Kestra Private Wealth Services
Texas
$447K 2,760 +2,760 New
CF
179
Centaurus Financial
California
$445K 2,744 -60 -2%
DC
180
Davenport & Co
Virginia
$439K 2,708 -399 -13%
SPIA
181
Steward Partners Investment Advisory
New York
$423K 2,612 +2 +0.1%
FFO
182
Fiduciary Family Office
Florida
$417K 2,570 +2,570 New
APWM
183
Argonautica Private Wealth Management
Massachusetts
$416K 2,564 -1 -0%
SEI Investments
184
SEI Investments
Pennsylvania
$415K 2,562 -19,491 -88%
RhumbLine Advisers
185
RhumbLine Advisers
Massachusetts
$405K 2,499 -25 -1%
AC
186
AXQ Capital
New Jersey
$404K 2,490 +2,490 New
FTDI
187
First Trust Direct Indexing
Massachusetts
$402K 2,479 -65 -3%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$389K 2,403 -208 -8%
KCM
189
Kornitzer Capital Management
Kansas
$384K 2,370 – –
YMRC
190
Yorktown Management & Research Company
Virginia
$373K 2,300 – –
TIM
191
Thompson Investment Management
Wisconsin
$372K 2,295 -50 -2%
SCM
192
Stevens Capital Management
Pennsylvania
$370K 2,283 +2,283 New
Creative Planning
193
Creative Planning
Kansas
$363K 2,239 +87 +4%
Mariner
194
Mariner
Kansas
$362K 2,235 +571 +34%
Wellington Management Group
195
Wellington Management Group
Massachusetts
$351K 2,155 +36 +2%
VPIM
196
Vanguard Personalized Indexing Management
California
$349K 2,156 -132 -6%
CCIA
197
Campbell & Co Investment Adviser
Maryland
$343K 2,118 -2,389 -53%
NAM
198
NorthCrest Asset Manangement
Minnesota
$343K 2,114 +146 +7%
Cerity Partners
199
Cerity Partners
New York
$333K 2,053 -91 -4%
LA
200
Lindenwold Advisors
Pennsylvania
$312K 1,927 – –
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