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FirstService
FSV

Overview Fund Activity

272 hedge funds and large institutions have $5.16B invested in FirstService in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
30
Increased
105
Reduced
98
Closed
21
Calls
$365K
Puts
$365K
Net Calls
–
Net Calls Change
+$4.36M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$171M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$424M
3
Invesco
Invesco
Georgia
$37.2M
4
DCP
Durable Capital Partners
Maryland
$503M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$148M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$315M
2
Morgan Stanley
Morgan Stanley
New York
$71.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$313M
4
Goldman Sachs
Goldman Sachs
New York
$32.5M
5
FAM
Fred Alger Management
New York
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
176
Vanguard Personalized Indexing Management
California
$479K +$122K +736 +34%
OWM
177
Orgel Wealth Management
Wisconsin
$475K – – –
LNWWM
178
Laird Norton Wetherby Wealth Management
California
$474K – – –
CF
179
Centaurus Financial
California
$455K – – –
NRD
180
Nebula Research & Development
New York
$455K +$455K +2,743 New
KPWS
181
Kestra Private Wealth Services
Texas
$449K -$8.29K -50 -2%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$447K -$792K -4,777 -64%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$442K +$44.4K +268 +11%
RJFSA
184
Raymond James Financial Services Advisors
Florida
$433K +$433K +2,614 New
SPIA
185
Steward Partners Investment Advisory
New York
$433K +$166 +1 +0%
EGM
186
Engineers Gate Manager
New York
$430K -$52.4K -316 -11%
DAS
187
Diversify Advisory Services
Utah
$429K +$429K +2,601 New
RhumbLine Advisers
188
RhumbLine Advisers
Massachusetts
$426K +$11.9K +72 +3%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$409K -$185K -1,114 -31%
TRCT
190
Tower Research Capital (TRC)
New York
$405K +$326K +1,969 +417%
DSC
191
Duncker Streett & Co
Missouri
$397K +$280K +1,686 +239%
SEI Investments
192
SEI Investments
Pennsylvania
$394K -$31K -187 -7%
KCM
193
Kornitzer Capital Management
Kansas
$393K – – –
Mariner
194
Mariner
Kansas
$390K +$19.9K +120 +5%
Cerity Partners
195
Cerity Partners
New York
$385K +$44.4K +268 +13%
FTDI
196
First Trust Direct Indexing
Massachusetts
$384K -$27.2K -164 -7%
YMRC
197
Yorktown Management & Research Company
Virginia
$381K – – –
TIM
198
Thompson Investment Management
Wisconsin
$381K – – –
APWM
199
Argonautica Private Wealth Management
Massachusetts
$380K -$45.1K -272 -11%
SAM
200
Shell Asset Management
Netherlands
$378K -$331K -2,179 -47%
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