FSV icon

FirstService
FSV

Overview Fund Activity

271 hedge funds and large institutions have $4.73B invested in FirstService in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 28 closing their positions.

Holders
271
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
116
Reduced
82
Closed
28
Calls
$198K
Puts
$381K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$539M
2
CCM
2
Copeland Capital Management
Pennsylvania
$36.9M
3
GCM
3
Geneva Capital Management
Wisconsin
$36.5M
4
Millennium Management
4
Millennium Management
New York
$31.9M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$415M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$184M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$242M
3
FAM
3
Fred Alger Management
New York
$115M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$46.4M
5
APG Asset Management
5
APG Asset Management
Netherlands
$33.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TW
176
TritonPoint Wealth
Maryland
$435K 2,847 -526 -16%
LNWWM
177
Laird Norton Wetherby Wealth Management
California
$434K 2,846 -15 -0.5%
HighTower Advisors
178
HighTower Advisors
Illinois
$433K 2,834 +2,834 New
RJFSA
179
Raymond James Financial Services Advisors
Florida
$432K 2,837 +223 +9%
NRD
180
Nebula Research & Development
New York
$428K 2,807 +64 +2%
CF
181
Centaurus Financial
California
$418K 2,744 – –
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$410K 2,688 +219 +9%
VPIM
183
Vanguard Personalized Indexing Management
California
$408K 2,678 -214 -7%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$407K 2,671 – –
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$401K 2,633 -61 -2%
N
186
Numerai
California
$399K 2,619 +2,619 New
DWM
187
Diversify Wealth Management
Utah
$399K 2,371 +2,371 New
NAM
188
NorthCrest Asset Manangement
Minnesota
$378K 2,483 +378 +18%
P
189
&Partners
Tennessee
$378K 2,480 +2,480 New
KCM
190
Kornitzer Capital Management
Kansas
$361K 2,370 – –
FTDI
191
First Trust Direct Indexing
Massachusetts
$355K 2,328 +13 +0.6%
RhumbLine Advisers
192
RhumbLine Advisers
Massachusetts
$354K 2,321 -250 -10%
YMRC
193
Yorktown Management & Research Company
Virginia
$350K 2,300 – –
APWM
194
Argonautica Private Wealth Management
Massachusetts
$349K 2,291 -1 -0%
CAM
195
Cresset Asset Management
Illinois
$344K 2,252 +2,252 New
Citigroup
196
Citigroup
New York
$341K 2,239 -7,450 -77%
AWM
197
Apollon Wealth Management
South Carolina
$339K 2,225 -1,364 -38%
Cerity Partners
198
Cerity Partners
New York
$315K 2,069 -252 -11%
TIM
199
Thompson Investment Management
Wisconsin
$314K 2,061 -234 -10%
IMCOOI
200
Investment Management Corp of Ontario (IMCO)
Canada
$303K 1,991 – –
6 7
8
9 10