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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 %
BLC
201
Brown, Lisle/Cummings
Rhode Island
$7.05K 50 – –
AAP
202
Arax Advisory Partners
Colorado
$6.77K 48 – –
PP
203
Pacifica Partners
Canada
$5.55K 40 – –
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$4K 26 -63 -71%
BWM
205
Baystate Wealth Management
Massachusetts
$3.38K 24 +24 New
QCG
206
Quadrant Capital Group
Ohio
$2.68K 19 – –
HGWM
207
Harvest Group Wealth Management
Massachusetts
$2.68K 19 +4 +27%
MCM
208
Manchester Capital Management
Vermont
$2.68K 19 +19 New
Optiver Holding
209
Optiver Holding
Netherlands
$1.83K 13 -71 -85%
JWA
210
JFS Wealth Advisors
Pennsylvania
$1.83K 13 – –
IA
211
IFP Advisors
Florida
$1.37K 16 -34 -68%
SSC
212
Syverson Strege & Co
Iowa
$1.27K 9 +9 New
LFG
213
Larson Financial Group
Missouri
$987 7 – –
SC
214
Schubert & Co
Texas
$846 6 -1 -14%
TWD
215
True Wealth Design
Ohio
$141 1 – –
FGAM
216
Financial Gravity Asset Management
Texas
$5 141 +141 New
WA
217
Wasatch Advisors
Utah
– – -24,943 Closed
BCI
218
Brinker Capital Investments
Pennsylvania
– – -15,812 Closed
AWAG
219
ARS Wealth Advisors Group
Florida
– – -13,835 Closed
UIM
220
USS Investment Management
United Kingdom
– – -13,109 Closed
Man Group
221
Man Group
United Kingdom
– – -5,100 Closed
PI
222
PEAK6 Investments
Illinois
– – -3,918 Closed
QT
223
Quantbot Technologies
New York
– – -3,667 Closed
FRAF
224
Första AP-fonden
Sweden
– – -2,400 Closed
NA
225
NewEdge Advisors
Louisiana
– – -207 Closed
6 7 8
9
10