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FirstService

310 hedge funds and large institutions have $5.53B invested in FirstService in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

9% more funds holding

Funds holding: 285310 (+25)

6% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 104

2% less capital invested

Capital invested by funds: $5.65B → $5.53B (-$114M)

1.96% less ownership

Funds ownership: 69.59%67.64% (-2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
310
Holders Change
+25
Holders Change %
+8.77%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
45
Increased
110
Reduced
104
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
176
Balyasny Asset Management
Illinois
$788K +$814K +4,354 New
VPIM
177
Vanguard Personalized Indexing Management
California
$780K +$88.8K +475 +12%
ET
178
Entropy Technologies
New York
$778K +$131K +700 +19%
AI
179
AXS Investments
New York
$746K -$916K -4,900 -54%
TC
180
TownSquare Capital
Utah
$726K +$8.41K +45 +1%
Public Sector Pension Investment Board (PSP Investments)
181
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$720K -$239K -1,281 -24%
FFA
182
Farther Finance Advisors
California
$705K -$60.9K -326 -8%
UB
183
UMB Bank
Missouri
$656K
Lazard Asset Management
184
Lazard Asset Management
New York
$654K +$676K +3,614 New
AF
185
Avanza Fonder
Sweden
$651K +$467K +2,500 New
Fidelity Investments
186
Fidelity Investments
Massachusetts
$637K +$29.5K +158 +5%
SAM
187
Shell Asset Management
Netherlands
$618K +$174K +929 +37%
Verition Fund Management
188
Verition Fund Management
Connecticut
$548K +$566K +3,029 New
HighTower Advisors
189
HighTower Advisors
Illinois
$538K +$7.85K +42 +1%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$535K -$24.9K -133 -4%
OWM
191
Orgel Wealth Management
Wisconsin
$519K
LNWWM
192
Laird Norton Wetherby Wealth Management
California
$504K +$1.5K +8 +0.3%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$493K +$6.17K +33 +1%
PFG
194
PAX Financial Group
Texas
$485K -$107K -570 -18%
P
195
&Partners
Tennessee
$482K +$184K +983 +59%
CF
196
Centaurus Financial
California
$468K -$29.7K -159 -6%
TW
197
TritonPoint Wealth
Maryland
$464K -$374 -2 -0.1%
Mariner
198
Mariner
Kansas
$464K +$80.9K +433 +20%
SCA
199
Snowden Capital Advisors
New York
$448K +$28.2K +151 +7%
TI
200
Trexquant Investment
Connecticut
$448K -$680K -3,637 -60%